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Rydex High Yield Strategy Fund Class H (RYHGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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115.48-1.25 (-1.07%)
At close: 8:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return3.80%
5-year average return4.35%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)16.63%
Worst 1-yr total return (3 Feb 2019)-8.78%
Best 3-yr total return16.63%
Worst 3-yr total return4.05%

Trailing returns (%) vs. Benchmarks

ReturnRYHGXCategory
YTD-9.27%-5.17%
1-month-1.10%0.92%
3-month3.22%8.62%
1-year-6.20%-1.89%
3-year1.64%2.04%
5-year3.32%3.38%
10-year6.16%5.49%
Last bull market14.32%11.91%
Last bear market-8.02%-7.30%

Annual total return (%) history

Year
RYHGXCategory
2020
N/AN/A
2019
14.08%12.62%
2018
-0.97%-2.59%
2017
6.11%6.47%
2016
10.09%13.30%
2015
-0.26%-4.01%
2014
2.59%1.11%
2013
11.64%6.90%
2012
13.68%14.67%
2011
3.18%2.83%
2010
16.63%14.24%
2009
11.07%46.70%
2008
-8.78%-26.41%
2007
N/A1.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-12.11%3.22%N/AN/A
20196.37%3.74%0.88%2.48%
2018-1.69%0.52%2.61%-2.33%
20172.19%1.38%1.76%0.66%
20164.02%3.00%2.69%0.07%
20152.36%-0.92%-2.45%0.82%
20140.83%2.00%-1.88%1.65%
20134.36%-1.47%4.36%4.03%
20125.14%0.79%5.46%1.72%
20111.43%2.96%-8.19%7.60%
20102.62%0.29%8.46%4.48%
2009-13.04%7.95%9.54%8.02%
2008-5.34%0.08%-0.78%-2.96%
20074.15%1.54%N/AN/A

Rank in category (by total return)

YTD95
1-month98
3-month96
1-year94
3-year73
5-year56

Load adjusted returns

1-year-6.20%
3-year1.64%
5-year3.32%
10-year6.16%