Rydex Real Estate Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 5.55 | -15.06 | 6.19 | 3.08 | -0.16 | 7.81 | -0.15 | 4.66 | 3.74 | 4.47 | 0 |
| 2005 | -8.09 | 2.2 | -2.4 | 4.41 | 3.36 | 5 | 5.75 | -4.02 | -0.09 | -2.55 | 3.72 | -0.7 | 5.7 |
| 2006 | 6.66 | 1.42 | 4.84 | -3.53 | -3.66 | 4.31 | 2.24 | 3.79 | 1.57 | 5.94 | 3.85 | -1.3 | 28.7 |
| 2007 | 7.04 | -2.65 | -2.28 | 0.36 | 0.48 | -8.35 | -10.13 | 4.18 | 3.76 | 0.24 | -8.9 | -4.29 | -20.1 |
| 2008 | -0.37 | -4.56 | 2.95 | 6.08 | 0.93 | -12.12 | 1.69 | 1.86 | -0.91 | -32.08 | -21.82 | 15.8 | -41.9 |
| 2009 | -16.15 | -19.27 | 3.61 | 26.93 | 1.15 | -1.58 | 10.33 | 11.4 | 5.17 | -5.91 | 6.33 | 8.38 | 24.2 |
| 2010 | -7.05 | 5.11 | 10.05 | 5.23 | -5.79 | -5.19 | 8.85 | -1.89 | 4.91 | 4.19 | -1.97 | 4.78 | 21.2 |
| 2011 | 3.55 | 4.37 | -1.05 | 4.6 | 0.24 | -3.34 | -0.4 | -6.47 | -11.36 | 12.99 | -3.96 | 3.87 | 0.9 |
| 2012 | 7.06 | -0.7 | 4.31 | 2.55 | -4.65 | 5.35 | 1.72 | 0.51 | -0.84 | -0.88 | -0.83 | 2.78 | 17 |
| 2013 | 4.52 | 1.34 | 3.04 | 4.8 | -6.25 | -2.11 | 0.98 | -6.36 | 3.38 | 3.94 | -4.56 | 0.88 | 2.7 |
| 2014 | 2.81 | 4.5 | 0 | 1.57 | 2.51 | 1.38 | -1.02 | 3.16 | -6.12 | 7.94 | 1.44 | 0.57 | 19.7 |
| 2015 | 4.53 | -2.24 | 0.78 | -4.42 | -0.54 | -4.11 | 3.72 | -6.87 | 0.75 | 5.67 | -0.01 | -0.31 | -3.8 |
| 2016 | -4.43 | -0.49 | 10 | -1.16 | 2.17 | 5.52 | 4.39 | -2.87 | -1.79 | -4.97 | -0.83 | 3.99 | 8.8 |
| 2017 | 0.28 | 3.92 | -1.89 | 0.45 | -1.14 | 1.88 | 1.16 | -0.32 | -0.41 | -0.62 | 2.32 | -0.12 | 5.5 |
| 2018 | -3.84 | -7.1 | 3.54 | 0.82 | 3.83 | 3.54 | 0.5 | 1.83 | -2.46 | -3.66 | 3.95 | -8.49 | -8.3 |
| 2019 | 11.94 | 0.06 | 3.28 | -0.14 | -1.5 | 1.53 | 0.95 | 2.15 | 2.67 | 1.37 | -1.12 | -1.23 | 21.1 |
| 2020 | 1.12 | -8.15 | -24.21 | 10.16 | 1.2 | 3.25 | 2.59 | 1.15 | -12.9 | -3.13 | 13.68 | 4.75 | -15.5 |
| 2021 | -0.81 | 4.64 | 4.41 | 7.17 | 0.19 | 2.84 | 3.08 | 1.68 | -4.92 | 6.75 | -2.84 | 7.66 | 33.2 |
| 2022 | -7.61 | -2.86 | 5.06 | -5.54 | -4.11 | -8.72 | 8.7 | -6.41 | -12.93 | 4.52 | 5.89 | -10.02 | -31.2 |
| 2023 | 10.96 | -6.1 | -3.92 | -0.03 | -3.81 | 6.28 | 3.06 | -3.81 | -7.42 | -4.32 | 11.02 | 7.41 | 7.1 |
| 2024 | -4.88 | 1.48 | 2.53 | -8.36 | 4 |