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 8.8 9.2 2.9 -4.7 1.1 1.7 0 0 0 0
2001 3 -5.6 -0.6 -10.8 -2.5 -5 -8 -3.3 7.2 -0.8 3.5 -3.1 -24.3
2002 2.2 -0.6 0.6 -12.7 3.1 -14.7 -7.6 -8 -1.7 11.1 -3.4 -7.1 -34.5
2003 4.1 0.5 1.6 4.1 1.7 -5.5 0.1 10.2 9.2 5.4 -4.6 -2.5 0
2004 2.1 2.9 2.3 0.9 3.4 -0.5 1.7 1.4 -2.8 0.1 1.2 1.8 15.1
2005 0.4 -0.9 -6.8 3.1 0.3 2.4 5 3 0.7 0.3 1.8 0.9 10.2
2006 0.5 3.2 5.7 -2.3 2.4 4.9 2.3 0.6 1.4 -3.3 0.9 2.7 0
2007 0.1 -0.7 6.1 3 1.9 -4.3 -5.3 1 3.6 4.2 3.7 -0 13.2
2008 0.3 1.9 -11.5 -11.7 -0.3 -6.2 -2 3.5 5.7 0 -3.8 -6.7 -28.1
2009 7.8 4.5 -3.5 1.8 0.7 4.8 5.4 4.4 2.3 3.1 -13.8 -0.8 15.9
2010 2.9 -2.2 1.8 3.4 0.6 6.9 -1.1 -6 2.8 3.4 -0.7 -5.8 5.4
2011 2.9 1.1 5 -2.2 1.2 -1.6 -0.5 1 3.8 1.3 1.6 3.1 17.9
2012 0.3 -3.4 1.3 1.1 -3.5 2.4 3.9 -0.7 1.9 1.2 0.6 -3.2 1.5
2013 1.4 -2.3 3.9 1.6 -5.6 4.4 0.2 -7.6 5.3 5.4 2.4 5.1 13.9
2014 3.1 0.5 8.2 -4.1 5.1 -7 4.7 -0.3 3.8 3.1 3.3 1.7 23.1
2015 2 -2.8 3.1 1.3 -4.1 4.4 -6.6 0.4 -0.5 -0.6 -5.2 1.8 -7.2
2016 4.2 -3.6 -0 0.6 -5.5 -0.8 7.3 1.3 -0.7 8.8 1.6 3.6 16.9
2017 -5.9 2.8 3.7 -2.7 2.9 3 -2.3 3.6 0.5 0 4.6 1.3 11.4
2018 -4.2 4.1 0.4 -0.7 1.6 1.4 2 0.2 2.8 4.3 -4.2 -3.2 4.1
2019 2.6 -2.3 -1.7 3.6 3.3 -0.6 3.3 -1.5 0.7 2.9 3.3 3.6 18.3
2020 0.6 2.5 4.5 -2.7 -2.6 6.3 -4.7 3.4 3.8 -11 -10.5 5.6 -6.6
2021 6.4 -2.1 5 -6.2 3 3 -1.6 -2.3 6.4 10.3 -4.9 -4.1 12
2022 -2.3 6.8 3.5 -11.3 0.1 5.6 -6 4.6 -3.5 9.2 -1.8 -2.5 0.5
2023 -0.2 5.3 0.2 -5.7 -6.2 2.4 1.5 -5.4 1.4 3.6 -5.6 -0.6 -9.7
2024 -3 6.5 1.6 -3.7 0 0 0 0 0 0 0 0 1.1