performance
April 24, 2009 Performance History cum Year to date 2009
Rydex Index Funds Symbol strategy rules performance buy and hold performance from strategy rules performance buy and hold performance
 
Rydex Inverse Nasdaq 100 RYAIX 245.98% -65.75% 03-Sep-98 -6.75% -16.39%
Rydex Nasdaq 100 RYOCX 829.92% 24.70% 31-Dec-97 9.06% 12.84%
Rydex Inverse S&P 500 RYURX 89.69% 5.77% 31-Dec-97 0.58% -1.59%
Rydex Nova RYNVX 336.02% -40.52% 31-Dec-97 1.29% -7.47%
Rydex S&P 500 Pure Growth RYAWX 1.96% -27.14% 20-Feb-04 -0.93% 7.04%
Rydex S&P Midcap 400 Growth RYBHX 33.95% -4.06% 20-Feb-04 2.54% 11.07%
Rydex S&P Smallcap 600 Growth RYWAX 31.21% -12.31% 20-Feb-04 8.85% 1.20%
Rydex S&P 500 Pure Value RYZAX 12.07% -39.47% 31-Dec-97 5.67% -4.88%
Rydex S&P Midcap 400 Value RYAVX 27.88% -25.61% 20-Feb-04 4.63% -0.94%
Rydex S&P Smallcap 600 Value RYAZX 6.46% -35.04% 20-Feb-04 5.10% 2.06%
Rydex Inverse Mid-Cap RYMHX 17.36% -5.30% 20-Feb-04 2.94% -9.42%
Rydex Inverse Russell 2000 RYSHX 54.87% -6.70% 20-Feb-04 19.84% -5.19%
Rydex Mid-Cap x 1.50 RYMDX 138.95% -16.90% 26-Jan-01 -0.84% 1.15%
Rydex Russell 2000 x 1.50 RYMKX 243.41% -37.08% 03-Nov-00 9.20% -7.75%
Rydex Europe x 1.50 RYEUX 219.18% -56.89% 15-Apr-00 -3.95% -15.97%
             
       
Rydex Dynamic Funds Symbol strategy rules performance buy and hold performance from strategy rules performance buy and hold performance
 
Rydex Dow x 2 RYCVX 40.59% -57.60% 20-Feb-04 0.00% -17.73%
Rydex Inverse Dow x 2 RYCWX -16.91% 2.51% 20-Feb-04 13.95% 2.45%
Rydex S&P 500 x 2 RYTNX 120.43% -73.60% 19-May-00 1.58% -11.85%
Rydex Inverse S&P 500 x 2 RYTPX 240.48% -1.60% 19-May-00 8.73% -8.35%
Rydex Nasdaq 100 x 2 RYVYX 860.35% -95.71% 26-May-00 4.20% 22.17%
Rydex Inverse Nasdaq 100 x 2 RYVNX 778.19% -61.40% 21-May-00 -8.80% -33.07%
       
Rydex Sector Funds Symbol strategy rules performance buy and hold performance from strategy rules performance buy and hold performance
 
Rydex Banking RYKIX 107.48% -54.56% 01-Apr-98 0.31% -18.81%
Rydex Basic Materials RYBIX 276.00% 6.72% 01-Apr-98 -7.47% 10.28%
Rydex Biotechnology RYOIX 392.68% 91.75% 01-Apr-98 2.43% -7.18%
Rydex Consumer Products RYCIX 77.79% -1.94% 01-Jul-98 -2.84% -7.73%
Rydex Electronics RYSIX 462.85% -27.61% 01-Apr-98 2.43% 17.90%
Rydex Energy RYEIX 296.39% 81.00% 01-Apr-98 -4.77% 6.24%
Rydex Energy Services RYVIX 527.84% 6.12% 21-Apr-98 17.16% 24.19%
Rydex Financial Services RYFIX 233.42% -42.42% 01-Apr-98 16.95% -9.53%
Rydex Health Care RYHIX 44.91% 10.95% 21-Apr-98 -10.32% -7.20%
Rydex Internet RYIIX 203.33% -84.22% 01-Apr-00 6.38% 25.57%
Rydex Leisure RYLIX 185.89% -37.91% 01-Apr-98 4.17% 2.96%
Rydex Real Estate RYHRX 54.86% -28.02% 20-Feb-04 10.02% -9.47%
Rydex Retailing RYRIX 135.94% -3.47% 01-Apr-98 9.87% 18.44%
Rydex Technology RYTIX 345.15% -13.86% 15-Apr-98 11.56% 13.93%
Rydex Telecommunications RYMIX 444.90% -58.88% 01-Apr-98 -6.77% 7.58%
Ryde Transportation RYPIX 129.31% -43.07% 01-Apr-98 3.93% -10.11%
Rydex Utilities RYUIX 79.77% -18.27% 01-Apr-00 -12.04% -11.71%

 

 


Rydex Funds Performance Comparisons and History

The tables below show the performance history of Rydex mutual funds had they been bought and sold through the consistent application of fixed Mutual Fund Investing, Trading and Market Timing strategy rules from the date indicated in the column marked "from" to the date shown in the upper left hand corner of the table. These performance records are shown side by side with the buy and hold performance of the funds over the same time period. Also included will be comparisons for the current year beginning January 1, 2008 to the date in the upper left hand corner.

The mutual funds are grouped as they are in the mutual fund tables on this website. The funds are listed by name and symbol. See "How to Read the Performance Tables" under the last performance table at the bottom of the page for more information

Rydex Funds Performance History


How to Read the Performance Tables As an example, here is Rydex Technology on a line pulled from the Rydex Sector Fund Performance Table as it looked on May 10, 2006:

May 10, 2006 Performance History . Performance from 1/1/2006
Rydex Sector Funds symbol strategy rules buy and hold from strategy rules buy and hold
Rydex Technology RYTIX 313.39% 18.49%
15-Apr-98
1.31% 4.75%

The table shows that Rydex Technology Sector Fund following strategy rules was up +313.39% from 4/15/1998 through December 31, 2004. In $ dollar terms, $10,000 would have grown to $41,339. In the column headed "buy and hold" is the number +18.49%. This means that had Rydex Technology Sector Fund been bought on 4/15/1998 and held, without appling strategy rules , the investment would have gained 18.49% of its value. In $ dollar terms, $10,000 would have become $11,849. The difference between $11,849 and $41,339 is the "value added" benefit from following strategy rules. Another way of saying this is, "the cost of being passive" was $29,490.

See Important Disclosures on Performance Comparisons

Read full Disclaimer

Disclaimer Regarding Hypothetical Performance Comparisons

The Mutual Funds Investing Trading and Market Timing strategy has not been applied completely over a significant period of time in real trading. All profit performance examples are hypothetical, assuming that subscribers bought mutual funds at the time strategy rules issued entry signals and sold mutual funds at the time strategy rules issued exit signals. No provision is made for returns that could have occurred during the period of time when the fund was not on entry status. Actual results can and do vary based on the day of execution and transaction costs, if any, that can be incurred. There is no guarantee that information issued in the future will equal or better the performance of the Mutual Fund Investing Trading and Market Timing stratgey rules as simulated by historical back testing. Past actual or simulated performance is no guarantee of future results. Any exposure to securities markets entails a high degree of capital risk.



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