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
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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.