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Rydex S&P 500 A (RYSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.46+0.08 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.11%
5-year average return13.08%
Number of years up13
Number of years down4
Best 1-yr total return (16 May 2024)30.19%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return30.19%
Worst 3-yr total return5.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYSOXCategory
YTD5.48%5.31%
1-month-4.20%-4.19%
3-month3.87%3.90%
1-year20.62%20.31%
3-year6.28%6.48%
5-year11.26%11.78%
10-year10.51%10.96%
Last bull market25.25%25.56%
Last bear market-16.42%-15.11%

Annual total return (%) history

Year
RYSOXCategory
2024
N/AN/A
2023
24.14%22.32%
2022
-19.47%-16.96%
2021
26.65%26.07%
2020
16.23%15.83%
2019
29.15%28.78%
2018
-6.01%-6.27%
2017
19.85%20.44%
2016
10.07%10.37%
2015
-0.20%-1.07%
2014
11.71%10.96%
2013
30.19%31.50%
2012
14.25%14.96%
2011
0.36%-1.27%
2010
13.40%14.01%
2009
24.73%28.17%
2008
-36.49%-37.79%
2007
3.53%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.10%N/AN/AN/A
20237.02%8.30%-3.68%11.20%
2022-4.95%-16.42%-5.35%7.10%
20215.77%8.12%0.16%10.57%
2020-19.99%19.94%8.46%11.67%
201913.15%3.84%1.27%8.54%
2018-1.16%2.98%7.28%-13.93%
20175.62%2.68%4.04%6.22%
20160.94%1.98%3.44%3.37%
20150.66%-0.07%-6.86%6.54%
20141.40%4.82%0.71%4.37%
201310.12%2.50%4.82%10.03%
201212.17%-3.05%5.85%-0.75%
20115.43%-0.38%-14.18%11.34%
20104.93%-11.60%10.83%10.31%
2009-11.29%15.64%15.17%5.57%
2008-7.73%-2.97%-8.31%-22.64%
20070.22%5.93%1.42%-3.84%
20064.80%6.00%N/AN/A

Rank in category (by total return)

YTD55
1-month49
3-month59
1-year59
3-year62
5-year68

Load adjusted returns

1-year14.89%
3-year4.57%
5-year10.19%
10-year9.97%