Nasdaq - Delayed Quote USD

Rydex Monthly Rbl NASDAQ-100 2x Strt H (RMQHX)

513.22
-13.16
(-2.50%)
As of 8:07:10 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.30%
5y Average Return 28.29%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 115.76%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 115.76%
Worst 3Y Total Return 7.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RMQHX
Category
YTD
-15.62%
0.00%
1-Month
2.41%
0.00%
3-Month
-18.78%
0.00%
1-Year
16.86%
0.00%
3-Year
21.16%
0.00%
5-Year
26.68%
0.00%
10-Year
27.74%
0.00%
Last Bull Market
38.05%
36.44%
Last Bear Market
-42.21%
-31.42%

Annual Total Return (%) History

Year
RMQHX
Category
2025
--
--
2024
45.20%
--
2023
115.76%
--
2022
-59.96%
--
2021
56.43%
--
2020
101.00%
--
2019
80.70%
--
2018
-7.28%
--

2017
69.79%
--
2016
11.98%
--
2015
22.52%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -17.61% -- -- --
2024 15.78% 13.64% 2.21% 7.97%
2023 41.35% 29.79% -7.77% 27.51%
2022 -18.64% -42.21% -12.26% -2.94%
2021 3.08% 22.66% 1.07% 22.40%
2020 -21.76% 65.06% 24.02% 25.49%
2019 33.99% 5.65% 1.44% 25.83%
2018 4.64% 13.65% 16.20% -32.90%
2017 24.39% 7.43% 11.60% 13.85%
2016 -4.35% -3.07% 21.38% -0.49%

2015 8.32% 2.89% -8.03% 19.53%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 16.86%
3-Year 21.16%
5-Year 26.68%
10-Year 27.74%

Performance & Risk

YTD Return -0.30%
5y Average Return 28.29%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.26
Morningstar Risk Rating --

Fund Overview

Category Trading--Leveraged Equity
Fund Family Rydex Funds
Net Assets 536.59M
YTD Return -15.62%
Yield 0.28%
Morningstar Rating --
Inception Date Nov 28, 2014

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and securities and financial instruments with economic characteristics that should perform similarly to the securities of companies in the fund's benchmark. The index is is a modified capitalization-weighted index composed of 100 of the largest non-financial companies listed on The Nasdaq Stock Market with capitalizations ranging from $10.4 billion to $3. It is non-diversified.

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