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    Rydex Funds

  • Rydex S&P MidCap 400 Pure Value Fund

Rydex S&P MidCap 400 Pure Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 3.7 6.9 0.6 2.8 0.6 -4.2 3.1 2 -4.9 0.6 0 0 0
2005 -0.4 3.8 -3.1 0.8 -1.3 5.4 2.9 5.8 -3.9 -1.1 2.9 -3 8.6
2006 0.8 3.7 5 0.2 1.6 -1.8 1.8 -3.2 1.7 0.5 0 5.4 16.5
2007 -2 -6.3 2.3 0.2 0.1 -6.4 -3.1 3.4 2.3 0.4 1.1 3.4 -5.2
2008 1.9 -11.2 -27.8 -5.4 3.7 3.1 -14 1.4 5.2 -1.6 -7.3 1.5 -44
2009 8.9 8.2 -9.4 4.4 12 16.9 -1.3 5.8 32 11.2 -18 -16.7 52.8
2010 6.7 3.1 2.8 11.1 -7 6.9 -11.1 -8.4 3.3 9.2 5.6 -2.9 17.6
2011 -0.6 2.4 13.1 -10.4 -8.5 -4.6 -3.5 -0.5 0.3 0.8 3.5 2.2 -7.5
2012 3.6 2.3 0.2 2.7 3.7 -2 3 -8.8 -1.7 1.6 3.4 7.9 15.8
2013 2.1 2.6 3.9 4.1 -3.7 7.1 -1.6 4.4 -1.6 5.2 1.5 7.4 35.3
2014 1.4 1.6 3 -6.5 6 -4.2 3.7 1.6 -0.7 1.7 3.3 -3.7 6.7
2015 -7.8 1.8 5.9 -4.9 -3 -4.6 -1.8 -0.3 1.8 -0.2 7.5 -6.1 -12.2
2016 0.8 14.3 -3.7 1.1 -1.1 7.6 0.5 -3 3.2 12.9 3 -8.1 28.3
2017 1.9 4.8 1 4.3 -3.2 1.4 3.6 -1.8 -0.5 -0.5 0.5 1.2 13.1
2018 -14 0.7 -8.7 -1.7 2 1.5 1.7 5.2 -0.4 -1 -6 1.5 -19.1
2019 1.7 3.9 2.5 7.7 -10 -1.8 11.6 -13.7 5.2 -2.8 3.1 16.2 21.8
2020 8.6 18.6 4.7 -5 9.5 3.1 2 6.3 20.1 -31 -10.7 -8.3 6.5
2021 -0 -2.6 2.8 -3.6 2.7 0 -4.7 3.4 3.8 9 16.5 -3.8 23.8
2022 -19.1 7 14.6 -9.2 -2.1 7.7 -10.5 4.1 -6.3 1.3 0.2 -2.2 -17.7
2023 11.7 11.3 -5.5 -5.7 -4 5.3 13.6 -2.7 -0.7 -6.9 -3.8 15.6 27.2
2024 -5.86 6.82 -4.61