Rydex Financial Services Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -2.49 | 0 | 3.99 | 0 | 0 |
| 1999 | 2.14 | 0 | 0.73 | 0 | 4.06 | 0 | 5 | 0 | -5.43 | 0 | 4.03 | 0 | -1.6 |
| 2000 | -3.7 | 0 | -10.17 | 0 | 18.36 | 0 | -4.14 | 0 | 5.65 | 0 | -5.25 | 0 | 21.2 |
| 2001 | -0.72 | 0 | -7.05 | 0 | -3.79 | 0 | 3.03 | 0 | 3.24 | 0 | -0.95 | 0 | -13.4 |
| 2002 | -0.73 | 0 | -0.11 | 0 | 6.44 | 0 | -0.69 | 0 | 0 | 0 | -5.09 | 0 | -16.2 |
| 2003 | -1.63 | 0 | -2.8 | 0 | -1.05 | 0 | 10.17 | 0 | 6.23 | 0 | 0.23 | 0 | 29.4 |
| 2004 | 3.78 | 0 | 3.18 | 0 | -1.36 | 0 | -4.96 | 0 | 2.9 | 0 | 0.47 | 0 | 16.7 |
| 2005 | -4.27 | 0 | 0.44 | 0 | -3.13 | 0 | -1.98 | 0 | 3.39 | 0 | 2.93 | 0 | 2.8 |
| 2006 | 2.38 | 0 | 2.01 | 0 | 1.42 | 0 | 1.32 | 0 | -3.6 | 0 | 0.16 | 0 | 15.4 |
| 2007 | 2.15 | 0 | -2.38 | 0 | -1.22 | 0 | 2.91 | 0 | 2.12 | 0 | -4.63 | 0 | -19.2 |
| 2008 | -1.63 | 0 | -8.91 | 0 | -1.41 | 0 | 5.42 | 0 | -3.01 | 0 | -15.3 | 0 | -48 |
| 2009 | -20.43 | 0 | -14.55 | 0 | 12.23 | 0 | 18.55 | 0 | 8.29 | 0 | -1.96 | 0 | 19.8 |
| 2010 | -3.26 | 0 | 3.37 | 0 | 8.52 | 0 | 1.63 | 0 | -8.86 | 0 | -5.64 | 0 | 13.4 |
| 2011 | 1.98 | 0 | 3.62 | 0 | -1.37 | 0 | 1.18 | 0 | -2.18 | 0 | -2.95 | 0 | -14.9 |
| 2012 | 7.67 | 0 | 4.63 | 0 | 4.55 | 0 | -1.56 | 0 | -8.61 | 0 | 4.58 | 0 | 22.3 |
| 2013 | 6.2 | 0 | 0.94 | 0 | 4.03 | 0 | 2.75 | 0 | 2.17 | 0 | -1.85 | 0 | 26.9 |
| 2014 | -2.89 | 0 | 3.64 | 0 | 2.29 | 0 | -0.77 | 0 | 1.25 | 0 | 2.18 | 0 | 12 |
| 2015 | 92.11 | 0 | 4 | 0 | -0.07 | 0 | -0.52 | 0 | 0.84 | 0 | -1.15 | 0 | 91.8 |
| 2016 | -54.13 | 0 | 96.24 | 0 | 8.43 | 0 | 2.32 | 0 | 2.33 | 0 | -2.06 | 0 | -42.2 |
| 2017 | 0.86 | 0 | 4.15 | 0 | -2.47 | 0 | -0.17 | 0 | -0.91 | 0 | 4.3 | 0 | 15.5 |
| 2018 | 2.75 | 0 | -3.61 | 0 | -0.48 | 0 | -0.17 | 0 | 0.47 | 0 | -0.79 | 0 | -12.3 |
| 2019 | 10.19 | 0 | 2.63 | 0 | -1.08 | 0 | 5.69 | 0 | -4.77 | 0 | 4.93 | 0 | 27.4 |
| 2020 | -0.96 | 0 | -10.02 | 0 | -21.59 | 0 | 10.84 | 0 | 3.08 | 0 | 1.78 | 0 | 0 |
| 2021 | -2.26 | 0 | 8.76 | 0 | 6.24 | 0 | 7.44 | 0 | 2.74 | 0 | -0.74 | 0 | 34.2 |
| 2022 | -2.91 | -2.91 | -1.76 | -1.76 | 0.91 | 0.91 | -8.6 | -8.6 | 0.79 | 0.79 | -10.01 | -10.01 | -37 |
| 2023 | 9.5 | -3.55 | -9.2 | 1.86 | -3.99 | 7.29 | 5.68 | -4.14 | -4.12 | -3.38 | 12.08 | 7.97 | 14.3 |
| 2024 | -0.63 | 3.98 | 4.32 | -3.83 | 21.5 |