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Rydex Dow Jones Industrial Average C (RYDKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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88.51+0.28 (+0.32%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.67%
5-Year Average Return8.65%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)25.24%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return25.24%
Worst 3-Yr Total Return4.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYDKXCategory
YTD0.09%17.52%
1-Month-5.12%-0.87%
3-Month-0.99%5.51%
1-Year10.56%42.88%
3-Year3.21%11.93%
5-Year6.83%12.07%
10-Year0.00%10.95%
Last Bull Market20.40%23.18%
Last Bear Market-11.58%-17.87%

Annual Total Return (%) History

Year
RYDKXCategory
2024
N/AN/A
2023
13.53%N/A
2022
-9.58%N/A
2021
18.22%N/A
2020
6.68%2.91%
2019
22.23%25.04%
2018
-5.84%-8.53%
2017
25.24%15.94%
2016
13.94%14.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.50%N/AN/AN/A
20230.37%3.36%-2.67%12.43%
2022-4.86%-11.58%-6.80%15.32%
20217.71%4.49%-1.98%7.16%
2020-23.66%17.92%7.67%10.07%
201911.12%2.59%1.19%5.96%
2018-2.56%0.68%8.98%-11.93%
20174.61%3.35%5.00%10.33%
20161.69%1.50%2.21%8.01%

Rank In Category (By Total Return)

YTD98
1-Month88
3-Month100
1-Year78
3-Year91
5-Year89

Load Adjusted Returns

1-Year9.56%
3-Year3.21%
5-Year6.83%
10-YearN/A