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Rydex S&P 500 H (RYSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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83.99-0.21 (-0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.95%
5-Year Average Return13.39%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Jun 17, 2024)30.22%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return30.22%
Worst 3-Yr Total Return5.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYSPXCategory
YTD10.54%5.31%
1-Month4.80%-4.19%
3-Month3.49%3.90%
1-Year26.04%20.31%
3-Year7.76%6.48%
5-Year13.84%11.78%
10-Year10.79%10.96%
Last Bull Market25.25%25.56%
Last Bear Market-16.43%-15.11%

Annual Total Return (%) History

Year
RYSPXCategory
2024
N/AN/A
2023
24.16%22.32%
2022
-19.48%-16.96%
2021
26.67%26.07%
2020
16.27%15.83%
2019
29.13%28.78%
2018
-6.02%-6.27%
2017
19.85%20.44%
2016
10.05%10.37%
2015
-0.20%-1.07%
2014
11.68%10.96%
2013
30.22%31.50%
2012
14.29%14.96%
2011
0.36%-1.27%
2010
13.41%14.01%
2009
24.81%28.17%
2008
-36.54%-37.79%
2007
3.57%6.16%
2006
N/A14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.10%N/AN/AN/A
20237.04%8.29%-3.68%11.20%
2022-4.95%-16.43%-5.33%7.08%
20215.77%8.12%0.18%10.57%
2020-19.96%19.94%8.47%11.65%
201913.15%3.86%1.25%8.52%
2018-1.16%2.98%7.28%-13.93%
20175.64%2.66%4.07%6.19%
20160.91%2.01%3.42%3.37%
20150.66%-0.07%-6.86%6.54%
20141.37%4.84%0.71%4.35%
201310.12%2.50%4.82%10.06%
201212.22%-3.05%5.89%-0.79%
20115.39%-0.34%-14.18%11.34%
20104.94%-11.61%10.84%10.31%
2009-11.25%15.65%15.18%5.58%
2008-7.76%-2.97%-8.32%-22.66%
20070.26%5.90%1.42%-3.81%
20064.80%5.97%N/AN/A

Rank In Category (By Total Return)

YTD49
1-Month38
3-Month49
1-Year61
3-Year57
5-Year66

Load Adjusted Returns

1-Year26.04%
3-Year7.76%
5-Year13.84%
10-Year10.79%