Rydex Utilities Fund (RYCUX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:00PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return7.17%
5-Year Average Return2.31%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Jun 17, 2024)21.90%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return21.90%
Worst 3-Yr Total Return1.81%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnRYCUXCategory
YTD12.52%4.24%
1-Month7.57%-1.35%
3-Month15.24%0.70%
1-Year11.81%18.66%
3-Year4.46%9.19%
5-Year4.04%7.16%
10-Year5.74%9.33%
Last Bull Market12.60%12.93%
Last Bear Market-5.34%-5.79%
Annual Total Return (%) History
YearRYCUXCategory
2024N/AN/A
2023-7.67%N/A
20220.30%N/A
202113.94%N/A
2020-5.51%0.89%
201918.21%22.87%
20183.02%2.76%
201710.25%11.83%
201615.58%13.75%
2015-8.14%-9.86%
201421.90%17.08%
201312.87%18.37%
20120.44%6.90%
201116.80%10.58%
20105.75%8.60%
200912.89%17.82%
2008-28.82%-33.87%
200712.08%20.39%
200619.13%26.03%
20059.11%13.59%
200415.49%23.96%
200324.15%23.65%
2002-33.32%-23.82%
2001N/A-20.74%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20243.89%N/AN/AN/A
2023-2.98%-2.91%-9.64%8.49%
20224.40%-5.34%-6.54%8.60%
20213.11%-0.64%-0.76%12.07%
2020-16.03%2.01%2.68%7.42%
20199.87%2.16%6.13%-0.77%
2018-3.49%4.81%1.98%-0.12%
20175.66%1.44%2.78%0.06%
201614.17%7.68%-6.00%0.02%
2015-4.27%-6.94%1.12%1.97%
20148.06%7.95%-6.49%11.75%
201313.11%-2.68%-0.18%2.73%
2012-1.71%4.90%-0.38%-2.22%
20116.02%3.96%-2.75%8.97%
2010-2.37%-4.46%10.93%2.20%
2009-11.99%12.29%7.04%6.72%
2008-10.41%6.87%-17.62%-9.76%
20077.70%-1.15%0.24%5.03%
20060.00%4.06%4.76%9.29%
20052.79%8.68%5.61%-7.52%
20043.02%-0.25%3.45%8.64%
2003-2.21%20.09%-0.31%6.05%
2002-0.59%-16.63%-23.39%5.02%
2001-17.57%-3.97%N/AN/A
Rank In Category (By Total Return)
YTD61
1-Month61
3-Month53
1-Year77
3-Year75
5-Year87
Load Adjusted Returns
1-Year10.81%
3-Year4.46%
5-Year4.04%
10-Year5.74%
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