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Rydex Dow Jones Industrial Average A (RYDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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92.86+1.07 (+1.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.62%
5-year average return8.19%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)26.16%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.16%
Worst 3-yr total return5.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYDAXCategory
YTD0.34%17.52%
1-month-5.06%-0.87%
3-month-0.81%5.51%
1-year11.40%42.88%
3-year3.98%11.93%
5-year7.63%12.07%
10-year0.00%10.95%
Last bull market20.78%23.18%
Last bear market-11.42%-17.87%

Annual total return (%) history

Year
RYDAXCategory
2024
N/AN/A
2023
14.36%N/A
2022
-8.88%N/A
2021
19.11%N/A
2020
7.49%2.91%
2019
23.14%25.04%
2018
-5.14%-8.53%
2017
26.16%15.94%
2016
14.83%14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.69%N/AN/AN/A
20230.54%3.55%-2.49%12.65%
2022-4.67%-11.42%-6.61%15.54%
20217.89%4.68%-1.79%7.37%
2020-23.51%18.12%7.86%10.30%
201911.31%2.78%1.38%6.17%
2018-2.37%0.85%9.19%-11.77%
20174.79%3.55%5.19%10.53%
20161.89%1.69%2.40%8.23%

Rank in category (by total return)

YTD98
1-month86
3-month100
1-year73
3-year86
5-year82

Load adjusted returns

1-year6.11%
3-year2.31%
5-year6.59%
10-yearN/A