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Rydex Biotechnology Fund (RYBOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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65.69+1.00 (+1.55%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.26%
5-Year Average Return4.71%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)54.30%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return54.30%
Worst 3-Yr Total Return-2.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYBOXCategory
YTD-1.76%7.95%
1-Month5.22%4.81%
3-Month-2.55%7.18%
1-Year7.26%30.16%
3-Year-2.62%16.10%
5-Year5.78%15.71%
10-Year6.13%15.27%
Last Bull Market20.82%23.06%
Last Bear Market-10.28%-13.88%

Annual Total Return (%) History

Year
RYBOXCategory
2024
N/AN/A
2023
5.80%N/A
2022
-13.27%N/A
2021
1.55%N/A
2020
21.79%27.63%
2019
24.69%26.23%
2018
-9.20%-0.40%
2017
29.41%24.31%
2016
-19.70%-10.60%
2015
8.52%8.05%
2014
33.13%27.25%
2013
54.30%48.17%
2012
36.19%21.55%
2011
11.12%7.66%
2010
10.30%8.38%
2009
19.08%22.48%
2008
-10.72%-23.43%
2007
5.51%9.27%
2006
-3.38%4.27%
2005
11.46%9.64%
2004
N/A9.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.73%N/AN/AN/A
2023-2.26%0.03%-3.89%12.58%
2022-9.94%-10.28%-2.21%9.77%
2021-1.61%10.01%-3.24%-3.04%
2020-14.68%28.20%0.41%10.89%
201918.39%-3.70%-8.55%19.60%
2018-0.17%3.87%7.76%-18.74%
201712.30%7.66%8.38%-1.24%
2016-22.55%0.93%13.16%-9.22%
201513.85%7.59%-19.45%9.99%
20146.87%6.02%5.32%11.57%
201318.23%5.37%20.32%2.94%
201221.62%6.42%9.19%-3.63%
20117.09%9.30%-14.04%10.44%
201011.03%-16.86%13.94%4.88%
2009-6.11%13.60%13.98%-2.05%
2008-6.68%2.34%5.95%-11.76%
2007-2.68%2.36%10.11%-3.80%
20064.21%-9.87%0.64%2.20%
2005-12.60%7.91%13.85%3.80%
20045.10%N/AN/AN/A

Rank In Category (By Total Return)

YTD79
1-Month11
3-Month58
1-Year52
3-Year61
5-Year76

Load Adjusted Returns

1-Year2.16%
3-Year-4.18%
5-Year4.76%
10-Year5.62%