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Rydex Dow Jones Industrial Average C (RYDKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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87.07+0.17 (+0.20%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.77%
5-Year Average Return7.85%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 6, 2024)25.24%
Worst 1 Yr Total Return (Jun 6, 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
YTD2.48%4.44%
1-Month2.39%-4.04%
3-Month-0.89%4.09%
1-Year17.14%14.37%
3-Year3.33%6.04%
5-Year8.78%9.20%
10-Year0.00%8.57%
Last Bull Market20.40%22.97%
Last Bear Market-11.58%-11.27%

Annual Total Return (%) History

Year
RYDKXCategory
2024
N/AN/A
2023
13.53%11.63%
2022
-9.58%-5.90%
2021
18.22%26.22%
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)

YTD97
1-Month78
3-Month99
1-Year84
3-Year91
5-Year88

Load Adjusted Returns

1-Year16.14%
3-Year3.33%
5-Year8.78%
10-YearN/A