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Rydex Energy Fund (RYENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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260.57+0.02 (+0.01%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.57%
5-year average return9.43%
Number of years up12
Number of years down7
Best 1-yr total return (19 May 2024)50.32%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return50.32%
Worst 3-yr total return-19.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYENXCategory
YTD7.90%43.81%
1-month-1.87%4.88%
3-month10.91%13.10%
1-year15.30%70.12%
3-year23.70%-11.73%
5-year7.96%-4.80%
10-year-1.89%-6.23%
Last bull market10.16%22.50%
Last bear market-8.20%-32.25%

Annual total return (%) history

Year
RYENXCategory
2024
N/AN/A
2023
1.67%N/A
2022
49.12%N/A
2021
50.32%N/A
2020
-34.40%-24.54%
2019
6.23%7.25%
2018
-25.47%-27.27%
2017
-6.39%-4.84%
2016
30.67%29.22%
2015
-30.24%-27.39%
2014
-18.69%-16.65%
2013
23.48%22.85%
2012
2.40%1.21%
2011
-5.77%-7.54%
2010
19.07%17.14%
2009
38.69%44.36%
2008
-45.70%-51.12%
2007
33.15%42.09%
2006
11.68%12.05%
2005
38.24%46.33%
2004
N/A33.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.96%N/AN/AN/A
2023-5.27%0.91%10.91%-4.10%
202234.44%-8.20%5.45%14.59%
202128.51%14.90%-2.03%3.92%
2020-55.84%36.19%-18.21%33.35%
201916.39%-5.22%-10.33%7.39%
2018-5.55%14.38%-0.23%-30.85%
2017-6.94%-12.21%7.27%6.83%
20162.49%12.00%6.38%7.01%
2015-1.44%-1.55%-23.94%-5.48%
20142.07%12.65%-11.26%-20.31%
201311.18%-2.67%7.97%5.69%
20125.22%-10.61%10.53%-1.50%
201116.20%-6.93%-26.27%18.19%
20100.91%-14.09%13.26%21.27%
2009-6.08%20.46%16.37%5.34%
2008-5.29%27.49%-33.94%-31.92%
20074.62%14.57%4.67%6.13%
20067.57%4.37%-8.11%8.25%
200515.11%5.04%20.21%-4.89%
20045.13%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month59
3-month58
1-year57
3-year59
5-year62

Load adjusted returns

1-year9.82%
3-year21.71%
5-year6.91%
10-year-2.37%