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Rydex Dow 2x Strategy A (RYLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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150.01+1.33 (+0.89%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.26%
5-year average return10.98%
Number of years up14
Number of years down5
Best 1-yr total return (2 May 2024)61.39%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return61.39%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYLDXCategory
YTD-1.15%0.00%
1-month-10.31%0.00%
3-month-2.96%0.00%
1-year17.24%0.00%
3-year3.96%0.00%
5-year9.86%0.00%
10-year15.00%0.00%
Last bull market42.38%36.44%
Last bear market-22.06%-31.42%

Annual total return (%) history

Year
RYLDXCategory
2024
N/AN/A
2023
23.45%N/A
2022
-19.85%N/A
2021
40.34%N/A
2020
1.93%N/A
2019
47.46%N/A
2018
-13.84%N/A
2017
57.85%N/A
2016
30.09%N/A
2015
-4.64%N/A
2014
16.42%9.51%
2013
61.39%46.91%
2012
16.43%N/A
2011
8.55%N/A
2010
22.53%N/A
2009
38.54%N/A
2008
-62.28%N/A
2007
7.32%N/A
2006
30.21%N/A
2005
-3.78%N/A
2004
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.22%N/AN/AN/A
2023-0.44%5.76%-6.19%24.97%
2022-9.08%-22.06%-13.73%31.10%
202116.00%9.36%-3.87%15.09%
2020-46.30%35.27%15.56%21.43%
201922.92%4.82%1.91%12.30%
2018-5.97%0.96%18.64%-23.50%
20179.63%6.99%10.37%21.93%
20162.98%3.13%4.68%17.02%
2015-0.59%-1.52%-14.92%14.50%
2014-1.23%4.88%2.82%9.30%
201323.95%4.64%3.52%20.20%
201216.90%-4.73%9.36%-4.40%
201113.22%1.44%-24.12%24.55%
20108.78%-19.77%21.63%15.42%
2009-26.66%23.33%32.61%15.49%
2008-16.15%-15.01%-10.28%-41.01%
2007-2.82%16.43%5.77%-10.33%
20066.60%-0.27%8.37%13.02%
2005-5.59%-5.09%5.19%2.09%
200414.16%N/AN/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-year11.67%
3-year2.29%
5-year8.79%
10-year14.44%