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Nasdaq - Delayed Quote USD

Rydex Dow 2x Strategy H (RYCVX)

157.80
-5.65
(-3.46%)
At close: March 28 at 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.42%
5y Average Return 26.00%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Mar 27, 2025) 61.52%
Worst 1Y Total Return (Mar 27, 2025) --
Best 3Y Total Return 61.52%
Worst 3Y Total Return 4.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RYCVX
Category
YTD
5.24%
0.00%
1-Month
-3.40%
0.00%
3-Month
-6.11%
0.00%
1-Year
19.43%
0.00%
3-Year
12.97%
0.00%
5-Year
17.88%
0.00%
10-Year
15.72%
0.00%
Last Bull Market
36.71%
36.44%
Last Bear Market
-22.06%
-31.42%

Annual Total Return (%) History

Year
RYCVX
Category
2024
20.55%
--
2023
23.42%
--
2022
-19.86%
--
2021
40.35%
--
2020
1.93%
--
2019
47.46%
--
2018
-13.85%
--
2017
57.88%
--

2016
30.05%
--
2015
-4.63%
--
2014
16.39%
9.51%
2013
61.52%
46.91%
2012
16.34%
--
2011
8.42%
--
2010
22.36%
--
2009
38.43%
--
2008
-62.30%
--
2007
7.34%
--
2006
30.28%
--
2005
-3.71%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.21% -4.68% 15.39% -0.56%
2023 -0.45% 5.75% -6.20% 24.98%
2022 -9.09% -22.06% -13.74% 31.11%
2021 16.00% 9.35% -3.86% 15.09%
2020 -46.29% 35.23% 15.57% 21.44%
2019 22.93% 4.82% 1.90% 12.31%
2018 -5.98% 0.96% 18.62% -23.49%
2017 9.66% 6.99% 10.36% 21.93%
2016 2.97% 3.12% 4.68% 17.01%
2015 -0.61% -1.54% -14.89% 14.51%

2014 -1.21% 4.87% 2.81% 9.28%
2013 23.96% 4.65% 3.53% 20.26%
2012 16.95% -4.74% 9.31% -4.45%
2011 13.24% 1.44% -24.15% 24.43%
2010 8.73% -19.78% 21.52% 15.45%
2009 -26.64% 23.31% 32.49% 15.49%
2008 -16.17% -14.99% -10.26% -41.05%
2007 -2.85% 16.49% 5.76% -10.32%
2006 6.64% -0.23% 8.36% 13.00%
2005 -5.59% -5.01% 5.18% 2.08%
2004 1.27% -7.10% 14.12% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 19.43%
3-Year 12.97%
5-Year 17.88%
10-Year 15.72%

Performance & Risk

YTD Return -2.42%
5y Average Return 26.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.81
Morningstar Risk Rating

Fund Overview

Category Trading--Leveraged Equity
Fund Family Rydex Funds
Net Assets 58.95M
YTD Return 5.24%
Yield 0.59%
Morningstar Rating
Inception Date Sep 01, 2004

Fund Summary

The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.

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