Nasdaq - Delayed Quote USD

Rydex Inverse Russell 2000 Strategy H (RYSHX)

157.43
-15.05
(-8.73%)
At close: 8:09:18 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 26.05%
5y Average Return -10.60%
Number of Years Up 5
Number of Years Down 15
Best 1Y Total Return (Apr 8, 2025) 17.38%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 17.38%
Worst 3Y Total Return -23.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RYSHX
Category
YTD
11.49%
0.00%
1-Month
7.35%
0.00%
3-Month
11.49%
0.00%
1-Year
9.22%
0.00%
3-Year
1.71%
0.00%
5-Year
-13.61%
0.00%
10-Year
-8.74%
0.00%
Last Bull Market
-17.09%
-32.37%
Last Bear Market
17.36%
28.03%

Annual Total Return (%) History

Year
RYSHX
Category
2025
--
--
2024
-5.71%
--
2023
-10.06%
--
2022
17.38%
--
2021
-17.96%
--
2020
-31.06%
--
2019
-20.19%
--
2018
11.30%
--

2017
-13.55%
--
2016
-21.09%
--
2015
0.10%
--
2014
-8.95%
-14.46%
2013
-30.91%
-21.78%
2012
-17.77%
--
2011
-8.18%
--
2010
-27.33%
--
2009
-32.26%
--
2008
24.78%
--
2007
5.10%
--
2006
-11.39%
--
2005
-2.69%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 11.49% -- -- --
2024 -3.75% 5.21% -7.47% 0.63%
2023 -1.96% -3.76% 7.23% -11.10%
2022 5.47% 17.36% 1.15% -6.25%
2021 -13.22% -5.08% 3.38% -3.65%
2020 30.43% -24.86% -5.99% -25.17%
2019 -12.59% -2.00% 2.34% -8.97%
2018 -0.47% -7.20% -3.08% 24.35%
2017 -2.75% -2.74% -5.56% -3.22%
2016 -0.13% -4.54% -8.97% -9.07%

2015 -4.99% -1.23% 11.99% -4.75%
2014 -2.24% -3.11% 6.95% -10.11%
2013 -11.75% -4.23% -10.07% -9.10%
2012 -12.08% 2.06% -5.89% -2.62%
2011 -8.55% 0.15% 21.19% -17.28%
2010 -9.30% 7.92% -12.52% -15.14%
2009 9.30% -20.40% -17.65% -5.46%
2008 10.06% -1.43% -2.36% 17.81%
2007 -0.37% -2.57% 3.63% 4.47%
2006 -11.13% 6.17% 0.64% -6.68%
2005 5.93% -3.93% -4.02% -0.37%
2004 -0.55% 2.35% -12.40% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 9.22%
3-Year 1.71%
5-Year -13.61%
10-Year -8.74%

Performance & Risk

YTD Return 26.05%
5y Average Return -10.60%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) -1.15
Morningstar Risk Rating --

Fund Overview

Category Trading--Inverse Equity
Fund Family Rydex Funds
Net Assets 1.53M
YTD Return 11.49%
Yield 5.32%
Morningstar Rating --
Inception Date Mar 31, 2004

Fund Summary

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.

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