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Rydex S&P 500 Pure Value H (RYZAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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76.83-0.16 (-0.21%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return6.25%
5-Year Average Return16.46%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Jul 30, 2017)49.14%
Worst 1 Yr Total Return (Jul 30, 2017)-49.30%
Best 3-Yr Total Return49.14%
Worst 3-Yr Total Return-17.57%

Trailing Returns (%) Vs. Benchmarks

ReturnRYZAXCategory
YTD6.25%5.55%
1-Month2.32%1.52%
3-Month3.78%1.78%
1-Year15.10%16.49%
3-Year5.79%6.40%
5-Year16.46%12.64%
10-Year6.11%5.18%
Last Bull Market22.92%23.06%
Last Bear Market-22.15%-18.14%

Annual Total Return (%) History

Year
RYZAXCategory
2017
N/AN/A
2016
17.38%14.81%
2015
-9.54%-4.05%
2014
10.86%10.21%
2013
45.34%31.21%
2012
22.19%14.57%
2011
-3.49%-0.75%
2010
19.70%13.66%
2009
49.14%24.13%
2008
-49.30%-37.09%
2007
-5.55%1.42%
2006
16.99%18.15%
2005
3.62%5.95%
2004
N/A12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.47%1.34%N/AN/A
20162.97%0.94%3.80%8.80%
2015-1.49%-0.46%-10.57%3.16%
20143.41%5.77%-2.43%3.88%
201313.69%4.69%7.67%13.41%
201216.10%-9.45%8.54%7.08%
20118.11%0.42%-19.49%10.41%
201012.39%-12.05%8.84%11.27%
2009-26.04%44.18%37.32%1.85%
2008-12.32%-13.65%-2.37%-31.41%
20073.50%4.09%-5.63%-7.10%
20064.19%1.75%2.50%7.67%
2005-2.92%2.00%2.84%1.76%
20040.20%0.64%9.29%N/A

Rank In Category (By Total Return)

YTD65
1-Month8
3-Month22
1-Year43
3-Year85
5-Year2

Load Adjusted Returns

1-Year15.10%
3-Year5.79%
5-Year16.46%
10-Year6.11%