RYTNX - Rydex S&P 500 2x Strategy Fund Class H

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return17.58%
5-Year Average Return18.36%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)68.90%
Worst 1 Yr Total Return (Feb 3, 2019)-68.12%
Best 3-Yr Total Return68.90%
Worst 3-Yr Total Return-26.41%

Trailing Returns (%) Vs. Benchmarks

ReturnRYTNXCategory
YTD27.07%0.00%
1-Month3.40%0.00%
3-Month27.07%0.00%
1-Year11.73%0.00%
3-Year22.24%0.00%
5-Year17.08%0.00%
10-Year27.50%0.00%
Last Bull Market50.98%36.44%
Last Bear Market-33.06%-31.42%

Annual Total Return (%) History

Year
RYTNXCategory
2019
N/AN/A
2018
-15.06%N/A
2017
43.01%N/A
2016
19.77%N/A
2015
-2.03%N/A
2014
24.64%9.51%
2013
68.90%46.91%
2012
29.05%N/A
2011
-4.21%N/A
2010
23.97%N/A
2009
46.00%N/A
2008
-68.12%N/A
2007
0.95%N/A
2006
23.84%N/A
2005
3.34%N/A
2004
17.58%N/A
2003
53.12%N/A
2002
-46.60%N/A
2001
-33.93%N/A
2000
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201927.07%N/AN/AN/A
2018-3.40%5.45%14.57%-27.21%
201711.48%5.36%8.08%12.66%
20161.21%3.74%6.84%6.77%
20150.88%-0.33%-13.98%13.28%
20142.63%9.84%1.46%8.97%
201321.12%4.67%10.07%21.04%
201225.46%-6.43%11.82%-1.69%
201110.88%-0.99%-28.55%22.13%
20109.67%-23.34%21.49%21.38%
2009-24.83%32.25%32.51%10.84%
2008-20.39%-7.12%-18.71%-46.97%
2007-0.82%10.70%1.32%-9.26%
20066.70%-4.88%9.30%11.64%
2005-5.51%1.14%5.66%2.34%
20042.44%2.41%-4.85%17.79%
2003-9.49%31.25%4.09%23.83%
2002-1.13%-26.86%-35.04%13.69%
2001-26.44%8.63%-30.46%18.88%
2000-5.18%-19.01%N/AN/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year11.73%
3-Year22.24%
5-Year17.08%
10-Year27.50%