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Rydex Dow Jones Industrial Average H (RYDHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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95.07+0.30 (+0.32%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.96%
5-Year Average Return9.47%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)26.17%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return26.17%
Worst 3-Yr Total Return5.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYDHXCategory
YTD0.34%17.52%
1-Month-5.06%-0.87%
3-Month-0.81%5.51%
1-Year11.40%42.88%
3-Year3.99%11.93%
5-Year7.63%12.07%
10-Year0.00%10.95%
Last Bull Market20.77%23.18%
Last Bear Market-11.41%-17.87%

Annual Total Return (%) History

Year
RYDHXCategory
2024
N/AN/A
2023
14.37%N/A
2022
-8.88%N/A
2021
19.10%N/A
2020
7.49%2.91%
2019
23.16%25.04%
2018
-5.15%-8.53%
2017
26.17%15.94%
2016
14.92%14.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.69%N/AN/AN/A
20230.55%3.55%-2.49%12.65%
2022-4.68%-11.41%-6.60%15.54%
20217.89%4.69%-1.80%7.38%
2020-23.52%18.13%7.88%10.29%
201911.34%2.78%1.38%6.16%
2018-2.37%0.86%9.19%-11.79%
20174.80%3.53%5.20%10.53%
20161.89%1.69%2.48%8.23%

Rank In Category (By Total Return)

YTD98
1-Month86
3-Month100
1-Year73
3-Year86
5-Year81

Load Adjusted Returns

1-Year11.40%
3-Year3.99%
5-Year7.63%
10-YearN/A