UK markets closed

Rydex S&P 500 Pure Growth C (RYGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
70.34-0.96 (-1.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.29%
5-year average return6.64%
Number of years up15
Number of years down4
Best 1-yr total return (16 Apr 2024)47.03%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return47.03%
Worst 3-yr total return-1.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYGRXCategory
YTD13.36%12.38%
1-month2.78%5.09%
3-month13.36%10.28%
1-year20.30%41.70%
3-year2.60%22.56%
5-year8.24%21.98%
10-year8.15%15.99%
Last bull market43.82%25.99%
Last bear market-19.72%-17.29%

Annual total return (%) history

Year
RYGRXCategory
2024
N/AN/A
2023
5.80%N/A
2022
-28.71%N/A
2021
26.68%N/A
2020
26.32%35.86%
2019
25.76%31.90%
2018
-6.34%-2.09%
2017
23.77%27.67%
2016
1.72%3.23%
2015
0.21%3.60%
2014
11.68%10.00%
2013
40.20%33.92%
2012
12.91%15.34%
2011
-1.89%-2.46%
2010
23.91%15.53%
2009
47.03%35.68%
2008
-39.81%-40.67%
2007
3.89%13.35%
2006
4.38%7.05%
2005
0.74%6.71%
2004
N/A7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.36%N/AN/AN/A
2023-0.30%0.90%-1.48%6.76%
2022-13.14%-19.72%-2.34%4.69%
20210.29%11.57%4.03%8.83%
2020-21.16%28.69%8.81%14.42%
201915.83%2.79%-1.06%6.76%
20184.23%4.09%4.41%-17.32%
20177.07%4.60%5.91%4.36%
2016-1.88%1.43%3.55%-1.29%
20154.17%-2.54%-5.13%4.04%
20143.75%5.35%-0.34%2.52%
201312.08%3.86%9.19%10.31%
201213.29%-4.43%3.84%0.43%
20116.73%1.88%-17.09%8.83%
20106.57%-12.84%17.85%13.19%
2009-5.75%21.41%18.28%8.64%
2008-9.31%0.62%-12.57%-24.56%
20071.33%5.16%-0.18%-2.33%
20062.47%-5.67%3.67%4.17%
2005-2.64%-0.74%2.99%1.22%
20041.78%-5.65%7.51%N/A

Rank in category (by total return)

YTD35
1-month24
3-month35
1-year98
3-year91
5-year97

Load adjusted returns

1-year19.30%
3-year2.60%
5-year8.24%
10-year8.15%