Rydex Funds

  • Rydex Utilities Fund

Rydex Utilities Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 2.9 -2.6 -0.8 8.6 9.3 3 -4.7 0.9 1.8 0 0 0 0
2001 3.1 -5.8 -0.9 -10.8 -2.5 -5 -8 -3.4 7.3 -0.9 3.6 -3.2 -24.7
2002 2 -0.4 0.4 -12.7 3 -14.7 -7.6 -7.7 -1.4 11.1 -3.4 -7.1 -34.3
2003 4 0.5 1.6 4 1.6 -5.6 0.1 10.1 9.1 5.3 -4.5 -2.7 24.6
2004 2 2.8 2.3 0.9 3.3 -0.6 1.6 1.4 -3.1 0.2 1.2 1.7 14.5
2005 0.4 -0.9 -6.9 3.1 0.2 2.4 5 3 0.7 0.3 1.7 0.9 9.7
2006 0.5 3.2 5.6 -2.3 2.3 4.9 2.2 0.6 1.3 -3.3 0.9 2.7 19.8
2007 0 -0.8 6 3 1.9 -4.3 -5.3 0.9 3.6 4.2 3.6 -0.1 12.7
2008 0.3 1.9 -11.5 -11.7 -0.4 -6.3 -2.1 3.5 5.7 0 -3.9 -6.7 -28.4
2009 7.7 4.4 -3.4 1.7 0.6 4.7 5.4 4.4 2.3 3.1 -13.8 -0.8 15.3
2010 2.8 -2.2 1.8 3.4 0.6 6.9 -1.2 -6.1 2.6 3.3 -0.7 -5.8 4.6
2011 2.8 1.1 4.9 -2.2 1.2 -1.6 -0.6 1 3.7 1.3 1.6 3.1 17.4
2012 0.3 -3.5 1.3 1 -3.6 2.4 3.9 -0.7 1.9 1.1 0.5 -3.2 1.1
2013 1.4 -2.4 3.8 1.6 -5.7 4.4 0.2 -7.6 5.2 5.3 2.4 5.1 13.3
2014 3 0.4 8.2 -4.1 5.1 -7.1 4.6 -0.4 3.7 3 3.3 1.6 22.4
2015 2 -2.8 3.1 1.3 -4.2 4.3 -6.6 0.3 -0.6 -0.7 -5.2 1.8 -7.6
2016 4.1 -3.6 -0 0.6 -5.6 -0.9 7.3 1.2 -0.7 8.7 1.6 3.6 16.6
2017 -5.9 2.8 3.7 -2.7 2.8 2.9 -2.3 3.5 0.5 0 4.5 1.3 11.1
2018 -4.2 4.1 0.3 -0.8 1.6 1.4 2 0.2 2.8 4.3 -4.2 -3.3 3.7
2019 2.5 -2.3 -1.7 3.6 3.3 -0.6 3.2 -1.5 0.6 2.8 3.3 3.6 17.8
2020 0.6 2.5 4.4 -3 -2.7 6.3 -4.7 3.4 3.7 -11 -10.5 5.6 -7.1
2021 5.9 -2.1 5 -6.2 3 2.9 -1.6 -2.3 3.5 13.7 -4.9 -4.5 11.3
2022 -2.4 6.7 3.5 -11.3 0 5.6 -6 4.6 -3.5 9.2 -1.8 -2.5 0.2
2023 -0.7 5.3 0.2 -5.7 -6.2 2.3 1.4 -5.5 1.4 3.6 -5.6 -0.6 -10.3
2024 -1.3 6.46 -3.76