Rydex Financial Services Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | 3.21 | -0.94 | -1.71 | -6.19 | -5.57 | -4.04 | 18.74 | 3 | 0 |
| 2002 | -0.73 | -0.21 | 6.4 | -0.79 | 0 | -5.17 | -9.22 | 1.85 | -13.15 | 4.96 | 5.45 | -3.37 | -14.8 |
| 2003 | -1.62 | -3.04 | -1.05 | 9.91 | 6.25 | 0.23 | 4.29 | -0.32 | 0.22 | 6.72 | 1.23 | 3.42 | 28.6 |
| 2004 | 3.7 | 3.19 | -1.36 | -5.07 | 2.82 | 0.47 | -2.82 | 3.48 | 0.94 | 1.67 | 4.62 | 3.86 | 16.1 |
| 2005 | -4.31 | 0.44 | -3.25 | -1.91 | 3.33 | 2.87 | 3.75 | -2.6 | 0.26 | 0 | 4.21 | -0.17 | 2.2 |
| 2006 | 2.42 | 1.87 | 1.36 | 1.34 | -3.66 | 0.08 | 0.65 | 0.64 | 3.27 | 2.32 | 1.36 | 2.42 | 14.8 |
| 2007 | 2.12 | -2.43 | -1.32 | 2.9 | 2.09 | -4.74 | -8.02 | -0.48 | 2.68 | -1.18 | -7.84 | -4.51 | -19.6 |
| 2008 | -1.58 | -9.04 | -1.55 | 5.47 | -3.09 | -15.33 | 4.13 | 0.82 | -5.21 | -23.08 | -14.44 | 3.76 | -48.2 |
| 2009 | -20.34 | -14.52 | 12.05 | 18.63 | 8.24 | -2 | 9.87 | 9.81 | 2.82 | -5.28 | 4.27 | 1.56 | 19.5 |
| 2010 | -3.3 | 3.33 | 8.48 | 1.59 | -8.9 | -5.68 | 8.4 | -6.3 | 7.09 | 2.19 | -1.8 | 9.27 | 12.9 |
| 2011 | 1.93 | 3.6 | -1.4 | 1.13 | -2.22 | -2.99 | -4.13 | -9.24 | -11.31 | 13.89 | -4.49 | 1.05 | -15.3 |
| 2012 | 7.65 | 4.59 | 4.49 | -1.59 | -8.65 | 4.53 | -0.08 | 3.17 | 2.54 | 1.3 | -0.84 | 3.67 | 21.7 |
| 2013 | 6.16 | 0.9 | 3.98 | 2.71 | 2.12 | -1.89 | 3.93 | -5.1 | 3.25 | 4.11 | 2.03 | 1.83 | 26.3 |
| 2014 | -2.94 | 3.61 | 2.24 | -0.81 | 1.19 | 2.13 | -2.09 | 4.02 | -2.74 | 3.95 | 1.99 | 0.69 | 11.5 |
| 2015 | 92.05 | 3.95 | -0.1 | -0.57 | 0.8 | -1.2 | 2.31 | -6.95 | -2.13 | -47.45 | 1.36 | 94.47 | 90.6 |
| 2016 | -54.16 | 96.12 | 8.37 | 2.26 | 2.26 | -2.12 | 3.96 | 2.09 | -1.78 | -50.43 | 7.43 | 3.7 | -42.6 |
| 2017 | 0.81 | 4.08 | -2.54 | -0.24 | -0.98 | 4.23 | 1.79 | -1.5 | 3.42 | 1.07 | 3.22 | 0.61 | 14.6 |
| 2018 | 2.68 | -3.66 | -0.53 | -0.23 | 0.4 | -0.84 | 2.78 | 1.29 | -2.65 | -5.05 | 3.23 | -10.3 | -12.9 |
| 2019 | 10.12 | 2.57 | -1.14 | 5.63 | -4.84 | 4.86 | 1.9 | -3.36 | 3.87 | 0.95 | 3.06 | 0.92 | 26.4 |
| 2020 | -1.02 | -10.08 | -21.63 | 10.76 | 3.02 | 1.73 | 2.84 | 2.35 | -3.56 | -0.25 | 14.59 | 5.66 | -0.7 |
| 2021 | -2.42 | 8.69 | 6.31 | 7.36 | 2.68 | -0.8 | 0.78 | 3.85 | -3.31 | 7.28 | -4.13 | 3.68 | 33.1 |
| 2022 | -2.97 | -1.84 | 0.85 | -8.64 | 0.72 | -10.06 | 7.83 | -3.16 | -9.37 | 8.36 | 5.69 | -30.37 | -40 |
| 2023 | 9.45 | -3.61 | -9.28 | 1.81 | -4.05 | 7.2 | 5.63 | -4.19 | -4.18 | -3.43 | 11.98 | 7.9 | 13.4 |
| 2024 | -0.68 | 3.92 | 4.25 | -5.21 | 20.4 |