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Rydex NASDAQ-100 H (RYHOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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66.81+1.30 (+1.98%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.08%
5-year average return17.09%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)52.94%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return52.94%
Worst 3-yr total return6.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYHOXCategory
YTD3.41%12.38%
1-month-4.56%5.09%
3-month1.61%10.28%
1-year30.86%41.70%
3-year7.19%22.56%
5-year16.69%21.98%
10-year16.51%15.99%
Last bull market26.46%25.99%
Last bear market-22.67%-17.29%

Annual total return (%) history

Year
RYHOXCategory
2024
N/AN/A
2023
52.94%N/A
2022
-33.50%N/A
2021
25.61%N/A
2020
46.41%35.86%
2019
37.17%31.90%
2018
-1.61%-2.09%
2017
30.93%27.67%
2016
5.67%3.23%
2015
8.22%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.35%N/AN/AN/A
202320.37%14.97%-3.23%14.20%
2022-9.27%-22.67%-4.82%-0.41%
20211.39%10.99%0.70%10.84%
2020-10.77%29.85%12.21%12.62%
201916.45%3.80%0.87%12.50%
20182.74%6.83%8.19%-17.15%
201711.64%3.79%5.75%6.84%
2016-2.44%-1.46%10.27%-0.33%
20152.33%1.35%-4.94%9.78%
20144.33%N/AN/AN/A

Rank in category (by total return)

YTD84
1-month44
3-month87
1-year48
3-year24
5-year9

Load adjusted returns

1-year30.86%
3-year7.19%
5-year16.69%
10-year16.51%