Rydex Mid-Cap 1.5x Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 0 | -5.16 | 2.65 | 3.23 | -7.45 | -0.72 | 4.32 | 2.53 | 8.98 | 5.58 | 0 |
| 2005 | -4.04 | 4.83 | -1.51 | -6.78 | 8.72 | 3.44 | 7.78 | -1.94 | 0.76 | -3.8 | 6.69 | 0.27 | 13.8 |
| 2006 | 8.61 | -1.24 | 3.27 | 1.84 | -7.51 | -0.18 | -5.01 | 1.73 | 0.66 | 5.78 | 3.76 | -0.36 | 10.8 |
| 2007 | 4.77 | 0.59 | 1.61 | 4.04 | 7.38 | -3.58 | -7.97 | -0.56 | 3.39 | 3.45 | -8.03 | -0.89 | 2.9 |
| 2008 | -10.07 | -2.98 | -2.41 | 11.39 | 7.48 | -10.52 | -3.52 | 1.97 | -17.19 | -32.37 | -14.64 | 5.09 | -54.9 |
| 2009 | -11.17 | -14.81 | 12.49 | 22.28 | 3.62 | 0.41 | 13.03 | 6.26 | 8.44 | -7.06 | 5.8 | 9.25 | 51.5 |
| 2010 | -4.97 | 7.76 | 11.6 | 5.27 | -10.86 | -10.06 | 10.09 | -7.58 | 17.09 | 4.99 | 4.26 | 9.75 | 38.1 |
| 2011 | 1.5 | 7.97 | 3.45 | 3.88 | -2.23 | -3.26 | -5.56 | -11.75 | -15.95 | 20.5 | -1.14 | -1.02 | -8 |
| 2012 | 9.85 | 6.58 | 2.66 | -0.58 | -9.8 | 2.49 | -0.36 | 5.15 | 2.64 | -1.42 | 3.14 | 3.02 | 24.5 |
| 2013 | 10.8 | 1.25 | 7.11 | 0.58 | 3.35 | -3.12 | 9.16 | -5.85 | 7.74 | 5.43 | 1.76 | 4.47 | 50.2 |
| 2014 | -3.46 | 7.17 | 0.34 | -2.5 | 2.4 | 6.13 | -6.63 | 7.48 | -6.99 | 4.93 | 2.67 | 0.98 | 11.7 |
| 2015 | -1.95 | 7.61 | 1.74 | -2.39 | 2.53 | -2.2 | -0.08 | -8.61 | -5.05 | 8.37 | 1.86 | -6.16 | -5.6 |
| 2016 | -8.59 | 1.66 | 12.81 | 1.64 | 3.24 | 0.31 | 6.33 | 0.59 | -1.22 | -4.11 | 12.01 | 3.1 | 29.1 |
| 2017 | 2.35 | 3.83 | -0.76 | 1.06 | -0.89 | 2.19 | 1.19 | -2.54 | 5.75 | 3.21 | 5.37 | 0.12 | 22.6 |
| 2018 | 4.18 | -6.98 | 0.97 | -0.71 | 6.01 | 0.34 | 2.38 | 4.26 | -1.47 | -14.35 | 4.33 | -17.05 | -19.5 |
| 2019 | 15.6 | 6.2 | -1.17 | 5.78 | -12.07 | 11.31 | 1.46 | -6.7 | 4.36 | 1.34 | 4.22 | 3.76 | 36 |
| 2020 | -4.08 | -14.23 | -32.38 | 20.55 | 10.47 | 1.3 | 6.8 | 5.13 | -5.48 | 2.87 | 21.82 | 9.65 | 9.4 |
| 2021 | -13.35 | 10.04 | 25.54 | 6.63 | 0.07 | -1.77 | 0.25 | 2.73 | -6.08 | 8.72 | -4.64 | -9.12 | 14.4 |
| 2022 | -10.93 | 1.31 | 1.61 | -10.77 | 0.6 | -14.63 | 16.28 | -5.02 | -13.99 | 15.58 | 8.37 | -8.29 | -23.3 |
| 2023 | 13.83 | -3.13 | -5.35 | -1.57 | -5.2 | 13.55 | 5.45 | -4.37 | -8.22 | -8.43 | 12.53 | 12.48 | 18.7 |
| 2024 | -2.99 | 8.74 | 8.13 | -10.4 | 14.7 |