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Rydex Retailing A (RYRTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.90+0.15 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.00%
5-Year Average Return11.39%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Sept 26, 2024)44.38%
Worst 1 Yr Total Return (Sept 26, 2024)N/A
Best 3-Yr Total Return44.38%
Worst 3-Yr Total Return-1.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYRTXCategory
YTD7.86%17.13%
1-Month-0.55%1.46%
3-Month-0.06%5.12%
1-Year15.78%64.20%
3-Year-3.10%20.26%
5-Year10.19%19.17%
10-Year8.13%14.88%
Last Bull Market31.39%31.05%
Last Bear Market-20.62%-15.99%

Annual Total Return (%) History

Year
RYRTXCategory
2024
N/AN/A
2023
16.83%N/A
2022
-26.10%N/A
2021
12.09%N/A
2020
44.38%40.47%
2019
25.16%26.45%
2018
-3.37%-7.78%
2017
12.61%21.49%
2016
0.36%4.47%
2015
-1.35%1.38%
2014
9.11%6.28%
2013
36.50%37.14%
2012
17.29%22.64%
2011
5.04%1.58%
2010
24.72%27.35%
2009
41.38%37.84%
2008
-33.70%-39.80%
2007
-12.84%-6.83%
2006
9.10%16.06%
2005
4.46%-0.22%
2004
N/A12.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.07%-2.64%N/AN/A
20236.25%2.31%-7.36%16.02%
2022-13.17%-20.62%0.03%7.19%
20219.56%4.87%-5.30%3.02%
2020-20.54%38.52%14.60%14.47%
201916.54%0.09%1.48%5.72%
20181.63%8.95%5.49%-17.28%
20171.80%-0.83%2.42%8.90%
20163.17%-5.41%3.21%-0.36%
20156.29%-1.34%-6.38%0.48%
2014-2.89%1.82%-0.83%11.28%
201310.79%6.81%6.43%8.38%
201215.98%-3.04%6.21%-1.80%
20112.61%3.54%-9.63%9.40%
201011.20%-13.97%15.86%12.53%
20096.00%9.16%16.45%4.93%
2008-5.33%-7.42%-0.29%-24.13%
20073.62%2.07%-8.65%-9.78%
20065.48%-4.35%3.59%4.39%
20051.01%4.16%-6.24%5.88%
200411.75%N/AN/AN/A

Rank In Category (By Total Return)

YTD33
1-Month84
3-Month72
1-Year40
3-Year73
5-Year58

Load Adjusted Returns

1-Year10.28%
3-Year-4.66%
5-Year9.12%
10-Year7.61%