Rydex Mid-Cap 1.5x Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -18.88 | 4.79 | 10.3 | 6.65 | 0 |
| 2002 | -1.53 | -0.92 | 10.08 | -1.35 | -3 | -11.37 | -14.78 | -0.21 | -12.85 | 5.63 | 9.1 | -7.97 | -28.4 |
| 2003 | -7.1 | -1.74 | 0.19 | 10.54 | 13.07 | 1.51 | 4.87 | 6.35 | -2.36 | 10.68 | 4.95 | 2.08 | 49.9 |
| 2004 | 3.04 | 3.25 | 0.47 | -5.22 | 2.58 | 3.15 | -7.51 | -0.78 | 4.27 | 2.48 | 8.9 | 5.52 | 20.8 |
| 2005 | -4.11 | 4.82 | -1.59 | -6.86 | 8.72 | 3.34 | 7.73 | -2 | 0.7 | -3.85 | 6.6 | 0.22 | 13 |
| 2006 | 8.58 | -1.29 | 3.19 | 1.78 | -7.57 | -0.25 | -5.08 | 1.68 | 0.6 | 5.71 | 3.69 | -0.42 | 10 |
| 2007 | 4.7 | 0.54 | 1.53 | 3.99 | 7.32 | -3.65 | -8.01 | -0.63 | 3.32 | 3.39 | -8.11 | -0.93 | 2.2 |
| 2008 | -10.15 | -3.02 | -2.48 | 11.32 | 7.42 | -10.58 | -3.56 | 1.86 | -17.22 | -32.41 | -14.73 | 5 | -55.3 |
| 2009 | -11.24 | -14.89 | 12.44 | 22.21 | 3.61 | 0.32 | 12.94 | 6.2 | 8.37 | -7.14 | 5.75 | 9.2 | 50.4 |
| 2010 | -5.07 | 7.73 | 11.6 | 5.16 | -10.91 | -10.08 | 10.03 | -7.66 | 17.01 | 4.95 | 4.19 | 9.67 | 37.1 |
| 2011 | 1.45 | 7.88 | 3.41 | 3.79 | -2.28 | -3.34 | -5.63 | -11.8 | -15.99 | 20.43 | -1.2 | -1.07 | -8.7 |
| 2012 | 9.8 | 6.52 | 2.6 | -0.66 | -9.86 | 2.46 | -0.46 | 5.08 | 2.61 | -1.5 | 3.11 | 2.95 | 23.5 |
| 2013 | 10.74 | 1.19 | 7.03 | 0.54 | 3.28 | -3.17 | 9.1 | -5.92 | 7.66 | 5.36 | 1.71 | 4.39 | 49.1 |
| 2014 | -3.52 | 7.1 | 0.29 | -2.56 | 2.33 | 6.06 | -6.68 | 7.41 | -7.06 | 4.87 | 2.6 | 0.93 | 10.9 |
| 2015 | -2.01 | 7.55 | 1.67 | -2.46 | 2.47 | -2.26 | -0.14 | -8.67 | -5.12 | 8.3 | 1.79 | -6.23 | -6.4 |
| 2016 | -8.64 | 1.61 | 12.73 | 1.57 | 3.18 | 0.24 | 6.28 | 0.52 | -1.3 | -4.16 | 11.95 | 3.02 | 28.2 |
| 2017 | 2.32 | 3.77 | -0.83 | 1.01 | -0.96 | 2.12 | 1.13 | -2.6 | 5.69 | 3.15 | 5.3 | 0.06 | 21.7 |
| 2018 | 4.1 | -7.03 | 0.91 | -0.76 | 5.92 | 0.28 | 2.32 | 4.2 | -1.54 | -14.39 | 4.25 | -17.09 | -20.1 |
| 2019 | 15.52 | 6.14 | -1.23 | 5.72 | -12.12 | 11.24 | 1.39 | -6.75 | 4.3 | 1.29 | 4.14 | 3.67 | 35 |
| 2020 | -4.14 | -14.28 | -32.42 | 20.46 | 10.41 | 1.25 | 6.72 | 5.07 | -5.6 | 2.81 | 21.74 | 9.57 | 8.6 |
| 2021 | -16.12 | 9.99 | 29.54 | 6.56 | 0.01 | -1.83 | 0.19 | 2.66 | -6.13 | 8.65 | -4.69 | -12.13 | 9.8 |
| 2022 | -10.99 | 1.25 | 1.56 | -10.83 | 0.53 | -14.67 | 16.21 | -5.09 | -14.05 | 15.51 | 8.32 | -8.35 | -23.9 |
| 2023 | 13.75 | -3.18 | -5.42 | -1.61 | -5.27 | 13.47 | 5.39 | -4.42 | -8.28 | -8.48 | 12.46 | 12.3 | 17.7 |
| 2024 | -3.05 | 8.69 | 8.05 | -7.33 | 13.7 |