Rydex Funds

  • Rydex Utilities Fund

Rydex Utilities Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 2 4.3 2.3 0.7 0 0 0 0 0 0 0 0 0
2005 -1.4 -0.9 -6.8 3.1 0.2 2.4 5 3 0.7 0.3 1.8 0.9 8.1
2006 0.5 3.2 5.6 -2.3 2.4 4.9 2.2 0.6 1.4 -3.3 0.9 2.7 0
2007 0 -0.8 6 3 1.9 -4.3 -5.3 0.9 3.6 4.2 3.6 -0.1 12.9
2008 0.3 1.9 -11.5 -11.7 -0.3 -6.3 -2 3.5 5.7 0 -3.9 -6.6 -28.2
2009 7.7 4.5 -3.4 1.7 0.6 4.8 5.4 4.3 2.3 3.1 -13.8 -0.8 15.6
2010 2.9 -2.2 1.8 3.4 0.6 6.9 -1.1 -6.1 2.8 3.4 -0.7 -5.8 5.2
2011 2.9 1.1 5 -2.2 1.3 -1.6 -0.6 1 3.8 1.3 1.6 3.1 17.7
2012 0.3 -3.5 1.3 1 -3.6 2.4 3.9 -0.7 1.8 1.1 0.6 -3.2 1.2
2013 1.4 -2.3 3.9 1.6 -5.6 4.4 0.2 -7.6 5.3 5.3 2.3 5.1 13.7
2014 3 0.4 8.2 -4.1 5.1 -7.1 4.6 -0.3 3.7 3.1 3.3 1.7 22.8
2015 2 -2.8 3.1 1.3 -4.2 4.3 -6.5 0.4 -0.6 -0.6 -5.2 1.8 -7.4
2016 4.2 -3.6 0 0.6 -5.5 -0.9 7.3 1.3 -0.7 8.7 1.6 3.6 16.6
2017 -5.9 2.8 3.6 -2.7 2.8 2.9 -2.3 3.6 0.5 0 4.5 1.3 11
2018 -4.2 4.1 0.3 -0.8 1.5 1.4 2 0.2 2.8 4.3 -4.2 -3.2 3.8
2019 2.5 -2.3 -1.7 3.6 3.3 -0.6 3.3 -1.5 0.6 2.8 3.3 3.6 17.9
2020 0.6 2.5 4.4 -3 -2.6 6.3 -4.7 3.4 3.7 -11 -10.5 5.6 -7.1
2021 6.1 -2.1 5 -6.2 3 2.9 -1.6 -2.3 6.6 10.3 -4.9 -4.4 11.5
2022 -2.4 6.8 3.5 -11.3 0.1 5.6 -6 4.6 -3.6 9.2 -1.8 -2.5 0.2
2023 -0.5 5.3 0.2 -5.7 -6.2 2.3 1.4 -5.5 1.4 3.6 -5.6 -0.6 -10.2
2024 -3.4 6.5 1.6 -3.8 0 0 0 0 0 0 0 0 -1.2