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Rydex Energy Fund (RYECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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216.82+0.01 (+0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.24%
5-year average return8.56%
Number of years up14
Number of years down8
Best 1-yr total return (16 May 2024)49.20%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return49.20%
Worst 3-yr total return-20.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYECXCategory
YTD7.64%43.81%
1-month-1.93%4.88%
3-month10.71%13.10%
1-year14.44%70.12%
3-year22.78%-11.73%
5-year7.15%-4.80%
10-year-2.64%-6.23%
Last bull market9.82%22.50%
Last bear market-8.37%-32.25%

Annual total return (%) history

Year
RYECXCategory
2024
N/AN/A
2023
0.91%N/A
2022
48.00%N/A
2021
49.20%N/A
2020
-34.90%-24.54%
2019
5.45%7.25%
2018
-26.05%-27.27%
2017
-7.09%-4.84%
2016
29.71%29.22%
2015
-30.88%-27.39%
2014
-19.31%-16.65%
2013
22.60%22.85%
2012
1.70%1.21%
2011
-6.48%-7.54%
2010
18.22%17.14%
2009
37.57%44.36%
2008
-46.05%-51.12%
2007
32.10%42.09%
2006
10.85%12.05%
2005
37.34%46.33%
2004
31.27%33.42%
2003
22.83%32.28%
2002
-14.09%-11.49%
2001
N/A-13.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.76%N/AN/AN/A
2023-5.45%0.73%10.70%-4.28%
202234.19%-8.37%5.24%14.37%
202128.28%14.69%-2.22%3.72%
2020-55.93%35.94%-18.36%33.09%
201916.20%-5.41%-10.50%7.19%
2018-5.75%14.17%-0.41%-30.99%
2017-7.11%-12.39%7.08%6.63%
20162.32%11.74%6.27%6.77%
2015-1.77%-1.75%-24.10%-5.64%
20141.86%12.44%-11.41%-20.47%
201310.99%-2.83%7.76%5.50%
20125.10%-10.80%10.36%-1.70%
201115.97%-7.10%-26.43%17.99%
20100.74%-14.23%13.03%21.05%
2009-6.28%20.25%16.13%5.11%
2008-5.41%27.24%-34.08%-32.01%
20074.35%14.40%4.49%5.90%
20067.34%4.22%-8.33%8.09%
200514.93%4.80%20.05%-5.01%
20046.23%7.24%9.81%4.94%
2003-3.25%11.94%-2.07%15.82%
20027.22%-10.59%-18.57%10.07%
2001-12.26%4.72%N/AN/A

Rank in category (by total return)

YTD60
1-month60
3-month61
1-year67
3-year63
5-year66

Load adjusted returns

1-year13.44%
3-year22.78%
5-year7.15%
10-year-2.64%