RYBCX - Rydex Basic Materials Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.33%
5-Year Average Return3.21%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Feb. 3, 2019)55.27%
Worst 1 Yr Total Return (Feb. 3, 2019)-46.17%
Best 3-Yr Total Return55.27%
Worst 3-Yr Total Return-7.13%

Trailing Returns (%) Vs. Benchmarks

ReturnRYBCXCategory
YTD-11.70%-17.43%
1-Month6.65%5.43%
3-Month4.93%-1.83%
1-Year3.46%-7.25%
3-Year-0.02%-3.68%
5-Year1.79%-2.93%
10-Year2.67%0.63%
Last Bull Market15.73%19.33%
Last Bear Market-27.49%-29.82%

Annual Total Return (%) History

Year
RYBCXCategory
2020
N/AN/A
2019
20.63%14.95%
2018
-18.09%-19.01%
2017
20.60%16.61%
2016
29.90%26.69%
2015
-18.03%-22.16%
2014
-2.68%-12.48%
2013
0.42%8.75%
2012
10.45%4.34%
2011
-17.05%-13.97%
2010
25.95%18.06%
2009
55.27%48.48%
2008
-46.17%-48.79%
2007
33.44%37.12%
2006
20.89%10.53%
2005
2.72%38.20%
2004
19.37%27.47%
2003
31.45%32.76%
2002
-14.53%-0.80%
2001
N/A-10.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-29.85%N/AN/AN/A
201911.86%3.25%-2.48%7.10%
2018-5.20%2.13%-1.48%-14.12%
20176.29%0.91%5.78%6.30%
201611.68%7.84%4.81%2.90%
20150.58%-2.81%-19.22%3.81%
20142.78%4.68%-5.68%-4.09%
2013-1.52%-11.15%8.37%5.91%
20129.16%-8.23%7.04%3.01%
20113.48%-4.92%-22.22%8.38%
20104.10%-12.54%18.41%16.83%
20090.08%19.14%19.99%8.54%
2008-1.86%7.40%-30.08%-26.97%
200710.54%9.66%7.43%2.47%
200611.60%-2.27%-1.74%12.81%
20050.17%-8.12%5.03%6.26%
20040.24%4.62%3.56%9.91%
2003-10.51%14.71%5.33%21.58%
20028.83%-4.49%-24.18%8.46%
2001-12.17%10.96%N/AN/A

Rank In Category (By Total Return)

YTD26
1-Month27
3-Month9
1-Year20
3-Year30
5-Year27

Load Adjusted Returns

1-Year2.48%
3-Year-0.02%
5-Year1.79%
10-Year2.67%