Rydex Funds

  • Rydex Utilities Fund

Rydex Utilities Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2001 2.9 7.3 -1 -10.8 -2.6 -5.1 -8 -3.5 0 0 0 0 0
2002 2.1 10.1 0.4 -12.8 3 -14.8 -7.6 -8.3 -1.7 11 -3.5 -7.3 -28.4
2003 4 0.4 1.6 4 1.6 -5.6 -0.1 10.1 9.1 5.4 -4.7 -2.6 24.2
2004 2 2.8 2.3 0.8 3.3 -0.6 1.6 1.4 -3.1 0.2 1.2 1.7 13.9
2005 0.4 -1 -6.9 3 0.2 2.3 4.9 3 0.6 0.3 1.7 0.8 0
2006 0.4 3.2 5.5 -2.3 2.3 4.8 2.2 0.5 1.3 -3.4 0.8 2.7 19.1
2007 -0 -0.8 6 2.9 1.8 -4.4 -5.4 0.9 3.5 4.1 3.6 -0.1 12.1
2008 0.2 1.8 -11.6 -11.7 -0.4 -6.3 -2.1 3.4 5.6 -0 -3.9 -6.7 -28.8
2009 7.7 4.4 -3.5 1.6 0.6 4.7 5.3 4.3 2.2 3 -13.9 -0.9 14.7
2010 2.8 -2.2 1.7 3.3 0.5 6.8 -1.2 -6.1 2.6 3.3 -0.7 -5.9 4.1
2011 2.8 1 4.9 -2.3 1.2 -1.6 -0.7 0.9 3.7 1.3 1.6 3.1 16.8
2012 0.2 -3.5 1.2 1 -3.6 2.3 3.8 -0.7 1.8 1.1 0.5 -3.3 0.5
2013 1.3 -2.4 3.8 1.5 -5.7 4.3 0.2 -7.7 5.2 5.3 2.3 5.1 12.8
2014 3 0.4 8.1 -4.2 5.1 -7.1 4.6 -0.4 3.6 3 3.2 1.6 21.9
2015 1.9 -2.9 3 1.2 -4.2 4.3 -6.6 0.3 -0.6 -0.7 -5.2 1.8 -8.2
2016 4.1 -3.6 -0.1 0.5 -5.6 -0.9 7.2 1.2 -0.8 8.7 1.5 3.5 15.8
2017 -6 2.8 3.6 -2.8 2.8 2.9 -2.4 3.5 0.5 -0.1 4.5 1.2 10.2
2018 -4.3 4.1 0.3 -0.8 1.5 1.3 1.9 0.1 2.7 4.2 -4.2 -3.3 3
2019 2.2 -2.4 -1.8 3.5 3.2 -0.7 3.2 -1.5 0.6 2.8 3.2 3.6 16.8
2020 0.6 2.4 4.4 -3.5 -2.7 6.3 -4.8 3.3 3.7 -11 -10.6 5.5 -8.2
2021 5.3 -2.1 4.9 -6.2 2.9 2.8 -1.7 -2.4 7.3 10.2 -4.9 -5.1 9.9
2022 -2.7 6.7 3.5 -11.4 0 5.5 -6.1 4.5 -3.6 9.1 -1.9 -2.5 -0.8
2023 -1.5 5.2 0.1 -5.8 -6.2 2.2 1.4 -5.5 1.4 3.5 -5.6 -0.7 -11.7
2024 -5.2 6.4 1.5 -3.8 0 0 0 0 0 0 0 0 -0.1