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Rydex Basic Materials Fund Class A (RYBMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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68.12-0.33 (-0.48%)
At close: 8:00PM EST

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.40%
5-Year Average Return3.98%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Feb. 3, 2019)56.40%
Worst 1 Yr Total Return (Feb. 3, 2019)-45.72%
Best 3-Yr Total Return56.40%
Worst 3-Yr Total Return-6.43%

Trailing Returns (%) Vs. Benchmarks

ReturnRYBMXCategory
YTD20.26%16.37%
1-Month5.28%8.19%
3-Month19.83%24.44%
1-Year20.26%16.37%
3-Year6.46%2.80%
5-Year13.91%10.15%
10-Year3.87%1.38%
Last Bull Market16.22%19.27%
Last Bear Market-27.25%-29.67%

Annual Total Return (%) History

Year
RYBMXCategory
2020
N/A16.37%
2019
21.55%14.95%
2018
-17.47%-19.01%
2017
21.53%16.61%
2016
30.83%26.69%
2015
-17.41%-22.16%
2014
-1.95%-12.48%
2013
1.16%8.75%
2012
11.30%4.34%
2011
-16.44%-13.97%
2010
26.92%18.06%
2009
56.40%48.48%
2008
-45.72%-48.79%
2007
34.45%37.12%
2006
21.80%10.53%
2005
3.50%38.20%
2004
N/A27.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-29.74%29.51%10.29%N/A
201912.08%3.43%-2.28%7.30%
2018-5.03%2.33%-1.28%-13.98%
20176.49%1.12%5.97%6.49%
201611.88%8.04%5.01%3.06%
20150.76%-2.63%-19.05%4.00%
20142.97%4.87%-5.50%-3.91%
2013-1.35%-10.99%8.57%6.11%
20129.35%-8.05%7.25%3.21%
20113.69%-4.74%-22.07%8.56%
20104.28%-12.38%18.66%17.07%
20090.23%19.35%20.21%8.76%
2008-1.59%7.60%-29.98%-26.79%
200710.74%9.87%7.63%2.66%
200611.81%-2.05%-1.55%12.97%
20050.37%-7.94%5.24%6.43%
200410.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month56
3-Month53
1-Year31
3-Year29
5-Year19

Load Adjusted Returns

1-Year14.55%
3-Year4.74%
5-Year12.81%
10-Year3.36%