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Rydex Real Estate Fund (RYHRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.90+0.34 (+0.93%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.59%
5-Year Average Return1.21%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)33.78%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return33.78%
Worst 3-Yr Total Return-2.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYHRXCategory
YTD-4.54%20.43%
1-Month3.34%2.69%
3-Month-1.20%11.34%
1-Year9.37%36.79%
3-Year-4.27%10.81%
5-Year1.12%7.03%
10-Year3.08%9.08%
Last Bull Market21.31%31.03%
Last Bear Market-17.11%-16.60%

Annual Total Return (%) History

Year
RYHRXCategory
2024
N/AN/A
2023
10.61%N/A
2022
-27.52%N/A
2021
33.78%N/A
2020
-5.27%-4.49%
2019
24.40%27.28%
2018
-7.50%-5.97%
2017
6.26%6.22%
2016
9.68%6.89%
2015
-3.03%2.41%
2014
20.50%28.03%
2013
3.49%1.55%
2012
17.88%17.60%
2011
1.58%7.51%
2010
24.52%27.08%
2009
22.74%31.26%
2008
-41.31%-39.55%
2007
-19.49%-14.66%
2006
29.62%33.58%
2005
6.51%11.51%
2004
N/A32.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.87%N/AN/AN/A
20230.29%2.37%-8.08%17.22%
2022-5.55%-17.11%-11.28%4.35%
20218.57%9.78%-0.13%12.39%
2020-29.47%15.31%0.71%15.67%
201915.85%0.07%6.07%1.16%
2018-7.32%8.63%0.00%-8.12%
20172.43%1.31%0.66%1.72%
20164.82%6.75%-0.23%-1.75%
20153.18%-8.65%-2.52%5.54%
20147.60%5.75%-3.99%10.30%
20139.35%-3.64%-2.05%0.27%
201211.18%3.18%1.60%1.14%
20117.12%1.55%-17.27%12.86%
20108.71%-4.95%12.34%7.28%
2009-29.83%26.60%29.51%6.68%
2008-1.94%-5.74%2.88%-38.29%
20072.01%-7.38%-2.66%-12.45%
200613.65%-2.91%7.94%8.83%
2005-8.12%13.57%1.58%0.48%
2004-6.90%7.66%14.08%N/A

Rank In Category (By Total Return)

YTD70
1-Month82
3-Month55
1-Year36
3-Year91
5-Year83

Load Adjusted Returns

1-Year9.37%
3-Year-4.27%
5-Year1.12%
10-Year3.08%