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 6.4 0.4 2.7 0.6 -4.2 3 1.9 -4.2 -0.3 0 0 0
2005 -0.4 3.8 -3.1 0.7 -1.4 5.4 2.8 5.7 -4 -1.2 2.9 -3 7.8
2006 0.7 3.6 5 0.2 1.5 -1.8 1.8 -3.2 1.6 0.4 -0 5.3 15.7
2007 -2 -6.4 2.3 0.2 0 -6.5 -3.2 3.3 2.2 0.4 1 3.3 -5.9
2008 1.8 -11.3 -27.8 -5.5 3.7 3 -14.1 1.3 5 -1.7 -7.4 1.5 0
2009 8.9 8.1 -9.5 4.3 11.9 16.8 -1.3 5.7 31.9 11 -18 -16.8 51.4
2010 6.7 3 2.7 11 -7 6.9 -11.2 -8.4 3.3 9.1 5.5 -3 16.7
2011 -0.7 2.4 13 -10.5 -8.5 -4.7 -3.5 -0.6 0.2 0.7 3.5 2.2 -8.2
2012 3.5 2.2 0.1 2.6 3.6 -2.1 3 -8.9 -1.8 1.5 3.4 7.8 14.8
2013 2 2.5 3.8 4.1 -3.8 7 -1.6 4.3 -1.6 5.1 1.5 7.3 34.3
2014 1.4 1.6 2.9 -6.5 6 -4.3 3.6 1.5 -0.7 1.7 3.2 -3.7 5.9
2015 -7.9 1.7 5.8 -5 -3.1 -4.7 -1.8 -0.4 1.8 -0.2 7.5 -6.2 -12.8
2016 0.8 14.2 -3.8 1 -1.2 7.5 0.4 -3 3.1 12.8 2.9 -8.1 27.3
2017 1.8 4.7 1 4.3 -3.3 1.4 3.5 -1.8 -0.6 -0.6 0.4 1.1 12.3
2018 -14.1 0.6 -8.7 -1.8 1.9 1.4 1.7 5.1 -0.4 -1.1 -6.1 1.4 -19.7
2019 1.7 3.8 2.4 7.6 -10 -1.9 11.5 -13.7 5.1 -2.9 3 16.1 20.8
2020 8.5 18.5 4.6 -5 9.4 3 2 6.2 20.1 -31 -10.7 -8.3 5.7
2021 -1.1 -2.6 2.8 -3.6 2.6 -0 -4.8 3.3 10.9 8.9 9.9 -4.8 21.7
2022 -21.3 6.9 14.5 -9.3 -2.2 7.6 -10.5 4 -6.4 1.3 0.2 -2.3 -20.6
2023 11.5 11.2 -5.6 -5.8 -4.1 5.2 13.5 -2.7 -0.8 -6.9 -3.8 15.5 26.1
2024 -8.3 6.8 0.6 -4.7 0 0 0 0 0 0 0 0 -4.9