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 | -2.49 | 4.09 | 0.2 | -24.14 | 0.39 | 12.11 | 9.31 | -1.37 | 0 |
| 1999 | 2.03 | 0.84 | 4.15 | 4.98 | -5.5 | 4.01 | -6.65 | -4.86 | -6.41 | 15.78 | -4.88 | -2.64 | -1.5 |
| 2000 | -3.68 | -10.12 | 18.65 | -4.33 | 5.73 | -5.32 | 8.59 | 10.45 | 2.39 | -0.9 | -6.88 | 9.23 | 21.8 |
| 2001 | -0.62 | -7.07 | -3.66 | 2.9 | 3.3 | -0.85 | -1.71 | -6.08 | -5.45 | -3.91 | 7.35 | 3.09 | -13 |
| 2002 | -0.62 | -0.1 | 6.45 | -0.68 | 0 | -5.12 | -9.02 | 1.94 | -13.31 | 5.03 | 3.32 | -3.45 | -16.1 |
| 2003 | -1.6 | -2.88 | -1.29 | 10.18 | 6.28 | 0.22 | 4.56 | -0.32 | 0.32 | 6.81 | 1.31 | 3.55 | 29.7 |
| 2004 | 3.81 | 3.21 | -1.33 | -4.87 | 2.94 | 0.55 | -2.75 | 3.48 | 1 | 1.89 | 4.65 | 3.91 | 17.3 |
| 2005 | -4.17 | 0.51 | -3.14 | -1.93 | 3.49 | 2.85 | 3.87 | -2.43 | 0.33 | 0.08 | 4.38 | -0.09 | 3.4 |
| 2006 | 2.4 | 2.03 | 1.45 | 1.43 | -3.57 | 0.23 | 0.77 | 0.69 | 3.34 | 2.42 | 1.5 | 2.5 | 16.1 |
| 2007 | 2.14 | -2.3 | -1.25 | 2.95 | 2.18 | -4.6 | -7.97 | -0.38 | 2.67 | -1.04 | -7.74 | -4.48 | -18.8 |
| 2008 | -1.56 | -8.91 | -1.45 | 5.5 | -2.89 | -15.34 | 4.19 | 0.87 | -5.06 | -23.04 | -14.31 | 3.84 | -47.6 |
| 2009 | -20.34 | -14.5 | 12.15 | 18.58 | 8.34 | -1.92 | 9.96 | 9.91 | 2.91 | -5.2 | 4.38 | 1.64 | 20.4 |
| 2010 | -3.21 | 3.39 | 8.57 | 1.66 | -8.81 | -5.61 | 8.52 | -6.22 | 7.17 | 2.27 | -1.72 | 9.35 | 14 |
| 2011 | 2.02 | 3.67 | -1.32 | 1.23 | -2.14 | -2.91 | -4.05 | -9.16 | -11.23 | 13.97 | -4.42 | 1.14 | -14.4 |
| 2012 | 7.71 | 4.67 | 4.59 | -1.52 | -8.57 | 4.63 | 0.01 | 3.25 | 2.62 | 1.39 | -0.76 | 3.76 | 22.9 |
| 2013 | 6.24 | 0.97 | 4.07 | 2.79 | 2.21 | -1.81 | 4.01 | -5.02 | 3.34 | 4.14 | 2.12 | 1.92 | 27.5 |
| 2014 | -2.86 | 3.68 | 2.33 | -0.73 | 1.28 | 2.23 | -2.01 | 4.11 | -2.67 | 4.05 | 2.05 | 0.78 | 12.6 |
| 2015 | 92.2 | 4.03 | -0.03 | -0.48 | 0.88 | -1.11 | 2.4 | -6.88 | -2.04 | -47.41 | 1.45 | 94.64 | 92.5 |
| 2016 | -54.13 | 96.27 | 8.46 | 2.34 | 2.35 | -2.04 | 4.05 | 2.18 | -1.7 | -50.39 | 7.52 | 3.81 | -42 |
| 2017 | 0.88 | 4.17 | -2.46 | -0.15 | -0.89 | 4.33 | 1.87 | -1.43 | 3.51 | 1.14 | 3.31 | 1.22 | 16.3 |
| 2018 | 2.76 | -3.59 | -0.44 | -0.15 | 0.5 | -0.77 | 2.87 | 1.38 | -2.58 | -4.97 | 3.32 | -10.22 | -12.1 |
| 2019 | 10.22 | 2.65 | -1.05 | 5.71 | -4.77 | 4.95 | 1.98 | -3.27 | 3.94 | 1.05 | 3.14 | 1.11 | 27.8 |
| 2020 | -0.93 | -10.02 | -21.56 | 10.85 | 3.11 | 1.8 | 2.93 | 2.42 | -3.49 | -0.15 | 14.69 | 5.77 | 0.3 |
| 2021 | -2.14 | 8.77 | 6.17 | 7.47 | 2.75 | -0.71 | 0.86 | 3.94 | -3.22 | 7.38 | -4.05 | 3.99 | 34.7 |
| 2022 | -2.9 | -1.75 | 0.93 | -8.57 | 0.8 | -9.99 | 7.93 | -3.08 | -9.3 | 8.45 | 5.78 | -25.15 | -34.9 |
| 2023 | 9.52 | -3.54 | -9.18 | 1.88 | -3.96 | 7.31 | 5.69 | -4.12 | -4.09 | -3.35 | 12.07 | 8.01 | 14.5 |
| 2024 | -0.6 | 4 | 4.34 | -5.18 | 22 |