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Rydex S&P 500 H (RYSPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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84.94+0.42 (+0.50%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.96%
5-year average return12.99%
Number of years up13
Number of years down4
Best 1-yr total return (2 Jul 2024)30.22%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.22%
Worst 3-yr total return5.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYSPXCategory
YTD14.38%5.31%
1-month3.47%-4.19%
3-month3.88%3.90%
1-year22.51%20.31%
3-year8.20%6.48%
5-year13.10%11.78%
10-year10.95%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%3.88%N/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)

YTD43
1-month31
3-month33
1-year54
3-year54
5-year63

Load adjusted returns

1-year22.51%
3-year8.20%
5-year13.10%
10-year10.95%