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Rydex Inverse Russell 2000 Strategy H (RYSHX)

159.80
+9.75
+(6.50%)
At close: 8:03:58 PM EDT
Loading Chart for RYSHX
  • Previous Close 150.05
  • YTD Return 3.86%
  • Expense Ratio 1.70%
  • Category Trading--Inverse Equity
  • Last Cap Gain -105.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.64M
  • Beta (5Y Monthly) -1.15
  • Yield 5.71%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 8.11
  • Inception Date Mar 31, 2004

The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The index is composed of the 2,000 smallest companies in the Russell 3000® Index. The fund is non-diversified.

Rydex Funds

Fund Family

Trading--Inverse Equity

Fund Category

1.64M

Net Assets

2004-03-31

Inception Date

Performance Overview: RYSHX

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Trailing returns as of 4/2/2025. Category is Trading--Inverse Equity.

YTD Return

RYSHX
3.86%
Category
0.00%
 

1-Year Return

RYSHX
1.17%
Category
0.00%
 

3-Year Return

RYSHX
1.38%
Category
0.00%
 

5-Year Return

RYSHX
12.27%
Category
0.00%
 

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Holdings: RYSHX

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Sector Weightings

SectorRYSHX
Technology   18.38%
Healthcare   15.36%
Industrials   15.04%
Real Estate   6.47%
Energy   4.76%
Utilities   2.59%

Recent News: RYSHX

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Research Reports: RYSHX

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