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Rydex Retailing Inv (RYRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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50.72+0.11 (+0.22%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.63%
5-Year Average Return10.36%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (Jun 20, 2024)44.72%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return44.72%
Worst 3-Yr Total Return-0.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYRIXCategory
YTD8.05%17.13%
1-Month5.94%1.46%
3-Month1.59%5.12%
1-Year26.31%64.20%
3-Year-1.78%20.26%
5-Year11.93%19.17%
10-Year8.98%14.88%
Last Bull Market31.53%31.05%
Last Bear Market-20.56%-15.99%

Annual Total Return (%) History

Year
RYRIXCategory
2024
N/AN/A
2023
17.11%N/A
2022
-25.91%N/A
2021
12.36%N/A
2020
44.72%40.47%
2019
25.44%26.45%
2018
-3.10%-7.78%
2017
12.82%21.49%
2016
0.57%4.47%
2015
-1.10%1.38%
2014
9.12%6.28%
2013
37.03%37.14%
2012
17.54%22.64%
2011
5.49%1.58%
2010
24.73%27.35%
2009
41.96%37.84%
2008
-33.72%-39.80%
2007
-12.68%-6.83%
2006
9.32%16.06%
2005
4.76%-0.22%
2004
9.33%12.53%
2003
33.85%30.18%
2002
-23.44%-17.74%
2001
3.23%-1.13%
2000
-24.06%-14.28%
1999
12.91%14.76%
1998
N/A28.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.15%N/AN/AN/A
20236.30%2.38%-7.31%16.09%
2022-13.12%-20.56%0.08%7.26%
20219.62%4.94%-5.22%3.06%
2020-20.50%38.61%14.65%14.56%
201916.59%0.15%1.55%5.79%
20181.72%9.02%5.56%-17.22%
20171.86%-0.78%2.48%8.92%
20163.21%-5.37%3.29%-0.30%
20156.35%-1.32%-6.30%0.58%
2014-2.89%1.74%-0.79%11.32%
201310.91%6.88%6.58%8.46%
201215.95%-2.92%6.32%-1.78%
20112.66%3.68%-9.54%9.56%
201011.16%-13.96%15.86%12.57%
20096.19%9.09%16.77%4.94%
2008-5.33%-7.28%-0.37%-24.20%
20073.65%2.14%-8.73%-9.64%
20065.56%-4.30%3.57%4.49%
20050.90%4.23%-6.08%6.06%
20045.29%-1.28%-6.04%11.94%
2003-3.96%19.88%6.99%8.67%
20022.21%-8.90%-18.46%0.85%
2001-2.37%1.75%-14.04%20.89%
2000-4.76%-16.04%-4.59%-0.47%
19999.19%0.00%-10.56%15.61%
1998-17.06%37.17%N/AN/A

Rank In Category (By Total Return)

YTD16
1-Month4
3-Month16
1-Year32
3-Year66
5-Year48

Load Adjusted Returns

1-Year26.31%
3-Year-1.78%
5-Year11.93%
10-Year8.98%