Nasdaq - Delayed Quote • USD
Rydex Strengthening Dollar 2x Strategy H (RYSBX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.18% |
| 5y Average Return | 4.56% |
| Number of Years Up | 9 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 24, 2024) | 23.04% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 23.04% |
| Worst 3Y Total Return | -8.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RYSBX
Category
- YTD
- 8.11%
- 0.00%
- 1-Month
- 1.51%
- 0.00%
- 3-Month
- 8.11%
- 0.00%
- 1-Year
- 10.35%
- 0.00%
- 3-Year
- 9.76%
- 0.00%
- 5-Year
- 4.40%
- 0.00%
- 10-Year
- 5.84%
- 0.00%
- Last Bull Market
- -3.89%
- -8.13%
- Last Bear Market
- 12.34%
- 2.87%
Annual Total Return (%) History
Year
RYSBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.11% | -- | -- | -- |
| 2023 | -0.64% | 2.21% | 8.10% | -7.62% |
| 2022 | 4.61% | 12.34% | 15.45% | -14.37% |
| 2021 | 7.12% | -2.26% | 3.71% | 2.41% |
| 2020 | 4.91% | -3.12% | -7.12% | -8.56% |
| 2019 | 3.53% | -1.17% | 8.00% | -4.99% |
| 2018 | -4.23% | 11.09% | 1.89% | 3.04% |
| 2017 | -3.93% | -9.17% | -4.96% | -1.29% |
| 2016 | -8.62% | 2.67% | -1.46% | 14.86% |
| 2015 | 17.08% | -6.93% | 0.54% | 4.09% |
| 2014 | -0.88% | -1.78% | 15.24% | 9.66% |
| 2013 | 7.25% | -0.35% | -8.27% | -1.00% |
| 2012 | -5.04% | 5.15% | -4.97% | -1.05% |
| 2011 | -8.84% | -5.52% | 10.51% | 0.79% |
| 2010 | 6.25% | 10.55% | -17.58% | -1.08% |
| 2009 | 6.60% | -14.22% | -9.96% | 1.66% |
| 2008 | -12.22% | 0.66% | 17.18% | 3.54% |
| 2007 | 0.00% | -0.71% | -8.63% | -1.70% |
| 2006 | -2.02% | -8.48% | 4.06% | -4.02% |
| 2005 | 1.69% | 4.83% | -- | -- |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 10.35% |
| 3-Year | 9.76% |
| 5-Year | 4.40% |
| 10-Year | 5.84% |
Performance & Risk
| YTD Return | 11.18% |
| 5y Average Return | 4.56% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -26.59 |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Trading--Miscellaneous |
| Fund Family | Rydex Funds |
| Net Assets | 2.4M |
| YTD Return | 8.11% |
| Yield | 2.02% |
| Morningstar Rating | -- |
| Inception Date | May 25, 2005 |
Fund Summary
The fund employs as its investment strategy a program of investing in derivative instruments, which primarily consist of index swaps, futures contracts, and options on securities, securities indices, and futures contracts. The U.S. Dollar Index® measures the performance of the U.S. dollar against a basket of foreign currencies that include the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc. The fund is non-diversified.
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