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Rydex Leisure Inv (RYLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.03-0.63 (-0.78%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.02%
5-year average return3.57%
Number of years up17
Number of years down8
Best 1-yr total return (6 May 2024)42.83%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return42.83%
Worst 3-yr total return-3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYLIXCategory
YTD-0.11%17.13%
1-month-5.23%1.46%
3-month0.32%5.12%
1-year7.47%64.20%
3-year-6.98%20.26%
5-year2.98%19.17%
10-year6.07%14.88%
Last bull market20.56%31.05%
Last bear market-22.35%-15.99%

Annual total return (%) history

Year
RYLIXCategory
2024
N/AN/A
2023
22.86%N/A
2022
-26.98%N/A
2021
1.03%N/A
2020
21.26%40.47%
2019
29.89%26.45%
2018
-13.28%-7.78%
2017
20.51%21.49%
2016
9.83%4.47%
2015
0.78%1.38%
2014
7.68%6.28%
2013
42.83%37.14%
2012
21.43%22.64%
2011
2.43%1.58%
2010
30.36%27.35%
2009
35.75%37.84%
2008
-49.31%-39.80%
2007
-0.98%-6.83%
2006
21.46%16.06%
2005
-5.25%-0.22%
2004
23.22%12.53%
2003
34.35%30.18%
2002
-15.31%-17.74%
2001
-17.54%-1.13%
2000
-22.31%-14.28%
1999
9.37%14.76%
1998
N/A28.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.40%N/AN/AN/A
202313.02%4.72%-5.51%9.86%
2022-9.16%-22.35%-5.05%9.02%
20218.64%3.45%-6.97%-3.37%
2020-30.81%25.88%14.06%22.07%
201916.64%4.48%-2.57%9.39%
2018-2.80%2.91%2.85%-15.70%
20179.78%3.34%0.16%6.06%
20163.75%-0.36%2.09%4.06%
20152.79%1.70%-6.93%3.58%
2014-0.41%4.00%-1.83%5.91%
201313.95%3.98%9.40%10.19%
201213.66%-0.97%5.30%2.45%
20115.58%3.13%-18.23%15.04%
201012.90%-10.66%14.26%13.12%
2009-14.11%24.48%20.71%5.19%
2008-10.32%-12.23%-8.26%-29.80%
20070.42%1.37%4.18%-6.63%
200610.71%-3.69%1.18%12.57%
2005-1.74%-2.36%-3.96%2.83%
20049.81%-3.54%-0.37%16.78%
2003-4.64%18.74%4.71%13.32%
20028.40%-3.38%-17.46%-2.04%
2001-4.80%16.31%-35.92%16.22%
2000-3.65%-4.50%-3.21%-12.77%
19995.46%-4.01%-7.43%16.72%
1998-13.56%25.35%N/AN/A

Rank in category (by total return)

YTD60
1-month28
3-month86
1-year88
3-year81
5-year85

Load adjusted returns

1-year7.47%
3-year-6.98%
5-year2.98%
10-year6.07%