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Nasdaq - Delayed Quote USD

Rydex Inverse S&P 500 Strategy H (RYUHX)

109.84
+5.06
+(4.83%)
At close: 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.78%
5y Average Return -15.21%
Number of Years Up 2
Number of Years Down 8
Best 1Y Total Return (Apr 2, 2025) 17.32%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 17.32%
Worst 3Y Total Return -24.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RYUHX
Category
YTD
-0.37%
0.00%
1-Month
1.82%
0.00%
3-Month
2.70%
0.00%
1-Year
-8.77%
0.00%
3-Year
-7.08%
0.00%
5-Year
-14.77%
0.00%
10-Year
-11.99%
0.00%
Last Bull Market
-13.20%
-32.37%
Last Bear Market
16.66%
28.03%

Annual Total Return (%) History

Year
RYUHX
Category
2025
--
--
2024
-13.26%
--
2023
-14.71%
--
2022
17.32%
--
2021
-24.39%
--
2020
-25.07%
--
2019
-22.86%
--
2018
4.05%
--

2017
-17.58%
--
2016
-12.47%
--
2015
-4.63%
--
2014
--
-14.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.85% -- -- --
2024 -7.53% -2.05% -3.73% -0.53%
2023 -5.70% -6.40% 5.59% -8.49%
2022 3.24% 16.66% 4.67% -6.95%
2021 -6.65% -8.33% -1.11% -10.65%
2020 15.37% -19.23% -9.02% -11.63%
2019 -11.75% -3.55% -1.49% -8.00%
2018 0.18% -3.13% -6.67% 14.89%
2017 -5.71% -3.01% -4.11% -6.02%
2016 -2.35% -2.80% -3.92% -4.01%

2015 -1.59% -0.59% 5.33% -7.45%
2014 -5.54% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -8.77%
3-Year -7.08%
5-Year -14.77%
10-Year -11.99%

Performance & Risk

YTD Return 4.78%
5y Average Return -15.21%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.99
Morningstar Risk Rating --

Fund Overview

Category Trading--Inverse Equity
Fund Family Rydex Funds
Net Assets 36.51M
YTD Return -0.37%
Yield 7.56%
Morningstar Rating --
Inception Date Sep 18, 2014

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 a capitalization-weighted index composed of 500 common stocks. The fund is non-diversified.

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