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Rydex Technology Inv (RYTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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186.83+0.43 (+0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.40%
5-year average return16.18%
Number of years up18
Number of years down7
Best 1-yr total return (9 May 2024)55.84%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return55.84%
Worst 3-yr total return4.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYTIXCategory
YTD5.05%12.31%
1-month-5.55%6.23%
3-month2.86%8.63%
1-year37.31%53.90%
3-year4.05%27.50%
5-year14.59%28.80%
10-year15.60%18.74%
Last bull market34.61%24.03%
Last bear market-23.68%-20.41%

Annual total return (%) history

Year
RYTIXCategory
2024
N/AN/A
2023
49.56%N/A
2022
-36.19%N/A
2021
21.10%N/A
2020
49.85%55.91%
2019
40.13%37.49%
2018
-1.12%-3.21%
2017
33.07%35.35%
2016
11.46%10.84%
2015
1.25%5.21%
2014
10.01%12.55%
2013
35.69%35.45%
2012
11.80%13.08%
2011
-9.21%-7.62%
2010
12.77%20.00%
2009
55.84%61.99%
2008
-45.36%-45.33%
2007
12.10%16.12%
2006
6.40%7.08%
2005
2.48%5.76%
2004
0.18%4.24%
2003
57.16%55.77%
2002
-40.38%-42.86%
2001
-29.14%-36.89%
2000
-38.75%-31.36%
1999
81.16%129.22%
1998
N/A51.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
202319.62%11.97%-4.04%16.37%
2022-13.32%-23.68%-5.98%2.59%
20212.98%10.70%-1.19%7.51%
2020-14.42%32.69%10.88%19.00%
201921.21%3.96%0.36%10.80%
20186.02%4.37%7.17%-16.62%
201710.99%4.84%8.05%5.84%
2016-0.74%-0.13%12.82%-0.34%
20151.66%0.56%-8.33%8.04%
20142.10%3.17%0.69%3.72%
20138.03%1.31%11.89%10.81%
201218.95%-10.13%5.44%-0.81%
20115.21%-2.94%-16.93%7.03%
20102.38%-11.80%13.10%10.42%
20092.12%19.09%17.78%8.80%
2008-14.71%4.08%-15.84%-26.87%
20071.79%9.74%4.65%-4.10%
20066.74%-9.55%5.28%4.68%
2005-8.57%3.09%6.47%2.12%
20040.80%-0.70%-12.64%14.57%
2003-1.11%27.14%11.62%11.99%
2002-8.79%-27.45%-26.94%23.33%
2001-25.38%12.28%-36.26%32.67%
200013.67%-9.91%-13.60%-30.78%
199910.95%11.75%4.63%39.65%
1998-0.45%38.32%N/AN/A

Rank in category (by total return)

YTD38
1-month51
3-month46
1-year39
3-year36
5-year37

Load adjusted returns

1-year37.31%
3-year4.05%
5-year14.59%
10-year15.60%