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Rydex S&P MidCap 400 Pure Growth Fund (RYMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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57.00-0.09 (-0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.69%
5-Year Average Return9.91%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Jun 26, 2024)55.94%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return55.94%
Worst 3-Yr Total Return0.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYMGXCategory
YTD19.05%10.80%
1-Month3.94%4.43%
3-Month3.75%7.00%
1-Year37.83%48.17%
3-Year3.12%21.26%
5-Year11.34%20.18%
10-Year6.77%14.07%
Last Bull Market35.05%27.14%
Last Bear Market-19.86%-21.26%

Annual Total Return (%) History

Year
RYMGXCategory
2024
N/AN/A
2023
14.82%N/A
2022
-22.55%N/A
2021
12.47%N/A
2020
30.70%39.26%
2019
15.46%32.52%
2018
-14.69%-6.65%
2017
18.95%23.91%
2016
2.87%6.03%
2015
1.44%-0.95%
2014
-1.31%7.00%
2013
34.34%34.93%
2012
16.28%14.07%
2011
-0.51%-3.96%
2010
32.47%24.61%
2009
55.94%39.11%
2008
-35.98%-43.77%
2007
8.21%15.09%
2006
3.28%9.00%
2005
11.49%9.84%
2004
N/A13.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202422.41%N/AN/AN/A
20232.20%6.48%0.24%5.25%
2022-11.74%-19.86%2.19%7.15%
20217.98%3.03%-2.94%4.15%
2020-27.08%33.70%11.78%19.93%
201914.39%-2.11%-4.61%8.10%
20181.85%2.49%2.47%-20.25%
20175.04%3.32%2.88%6.53%
2016-2.64%0.28%2.32%2.98%
20158.81%-0.58%-6.54%0.32%
20140.19%1.45%-2.52%-0.39%
201310.41%0.62%9.11%10.83%
201213.80%-6.19%6.09%2.67%
20119.75%2.39%-17.61%7.46%
20109.52%-11.55%17.80%16.09%
2009-3.55%26.28%21.55%5.34%
2008-9.54%7.24%-11.55%-25.40%
20074.42%6.97%-1.86%-1.29%
20066.40%-6.89%-3.06%7.54%
2005-0.70%2.98%3.87%4.97%
200411.26%N/AN/AN/A

Rank In Category (By Total Return)

YTD3
1-Month21
3-Month6
1-Year4
3-Year18
5-Year28

Load Adjusted Returns

1-Year31.28%
3-Year1.47%
5-Year10.26%
10-Year6.25%