Australia Markets closed

Rydex Russell 2000 2x Strategy Fund Class C (RYRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
108.98+2.44 (+2.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return25.79%
5-year average return9.50%
Number of years up9
Number of years down5
Best 1-yr total return (3 Feb 2019)83.31%
Worst 1-yr total return (3 Feb 2019)-66.58%
Best 3-yr total return83.31%
Worst 3-yr total return-26.36%

Trailing returns (%) vs. Benchmarks

ReturnRYRLXCategory
YTD-18.51%0.00%
1-month2.81%0.00%
3-month-25.04%0.00%
1-year-19.03%0.00%
3-year6.81%0.00%
5-year17.00%0.00%
10-year13.46%0.00%
Last bull market51.73%36.44%
Last bear market-47.90%-31.42%

Annual total return (%) history

Year
RYRLXCategory
2021
N/AN/A
2020
15.53%N/A
2019
46.12%N/A
2018
-27.17%N/A
2017
24.65%N/A
2016
37.43%N/A
2015
-13.67%N/A
2014
3.80%9.51%
2013
83.31%46.91%
2012
27.32%N/A
2011
-20.45%N/A
2010
47.82%N/A
2009
39.94%N/A
2008
-66.58%N/A
2007
-14.61%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202123.83%N/AN/AN/A
2020-57.11%47.67%8.03%68.86%
201928.75%2.26%-6.69%18.93%
2018-2.18%14.34%5.77%-38.43%
20173.52%3.61%10.20%5.46%
2016-5.05%5.91%17.25%16.56%
20157.42%-0.27%-23.74%5.67%
20140.72%2.73%-15.41%18.60%
201324.95%4.62%20.41%16.46%
201224.29%-8.37%9.19%2.38%
201115.04%-4.45%-42.78%26.47%
201016.88%-21.29%20.61%33.22%
2009-31.98%41.60%38.43%4.95%
2008-21.51%-0.81%-5.93%-54.37%
20071.29%6.52%-9.95%-12.12%
2006-2.04%15.37%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year111.56%
3-year9.28%
5-year18.02%
10-year15.49%