Rydex Real Estate Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 5.63 | -15.05 | 6.27 | 3.12 | -0.12 | 7.91 | -0.11 | 4.72 | 4.24 | 4.52 | 0 |
| 2005 | -8.02 | 2.26 | -2.31 | 4.49 | 3.44 | 5.08 | 5.79 | -3.94 | -0.03 | -2.55 | 3.8 | -0.66 | 6.5 |
| 2006 | 6.73 | 1.49 | 4.92 | -3.48 | -3.61 | 4.36 | 2.29 | 3.84 | 1.62 | 6.04 | 3.9 | -1.23 | 29.6 |
| 2007 | 7.09 | -2.58 | -2.23 | 0.43 | 0.54 | -8.27 | -10.04 | 4.24 | 3.8 | 0.32 | -8.85 | -4.23 | -19.5 |
| 2008 | -0.33 | -4.53 | 3.05 | 6.14 | 0.99 | -12.06 | 1.77 | 1.93 | -0.85 | -32.03 | -21.73 | 15.84 | -41.4 |
| 2009 | -16.09 | -19.31 | 3.64 | 27.15 | 1.23 | -1.64 | 10.35 | 11.5 | 5.26 | -5.85 | 6.42 | 8.4 | 25 |
| 2010 | -7.01 | 5.26 | 10.05 | 5.32 | -5.71 | -5.11 | 8.91 | -1.83 | 5.08 | 4.25 | -1.87 | 4.92 | 22.4 |
| 2011 | 3.58 | 4.45 | -0.99 | 4.65 | 0.33 | -3.28 | -0.34 | -6.4 | -11.31 | 13.04 | -3.91 | 3.94 | 1.6 |
| 2012 | 7.14 | -0.62 | 4.42 | 2.61 | -4.61 | 5.41 | 1.8 | 0.57 | -0.75 | -0.85 | -0.74 | 2.78 | 17.9 |
| 2013 | 4.61 | 1.4 | 3.09 | 4.89 | -6.21 | -2.04 | 1.03 | -6.28 | 3.44 | 4.01 | -4.51 | 0.94 | 3.5 |
| 2014 | 2.84 | 4.54 | 0.09 | 1.62 | 2.59 | 1.44 | -0.99 | 3.26 | -6.09 | 8.02 | 1.51 | 0.6 | 20.5 |
| 2015 | 4.61 | -2.17 | 0.82 | -4.37 | -0.46 | -4.04 | 3.78 | -6.78 | 0.77 | 5.78 | 0.05 | -0.28 | -3 |
| 2016 | -4.37 | -0.44 | 10.09 | -1.07 | 2.23 | 5.55 | 4.48 | -2.82 | -1.74 | -4.92 | -0.74 | 4.07 | 9.6 |
| 2017 | 0.3 | 4.01 | -1.81 | 0.51 | -1.09 | 1.91 | 1.27 | -0.23 | -0.37 | -0.55 | 2.37 | -0.08 | 6.3 |
| 2018 | -3.75 | -7.07 | 3.62 | 0.92 | 3.9 | 3.59 | 0.54 | 1.92 | -2.41 | -3.57 | 4.02 | -8.41 | -7.5 |
| 2019 | 12 | 0.1 | 3.34 | -0.07 | -1.44 | 1.6 | 1.02 | 2.21 | 2.73 | 1.42 | -1.04 | -0.91 | 22.3 |
| 2020 | 1.2 | -8.1 | -24.16 | 10.22 | 1.27 | 3.31 | 2.66 | 1.21 | -11.48 | -3.04 | 13.71 | 4.86 | -13.5 |
| 2021 | -0.69 | 4.7 | 4.42 | 7.26 | 0.23 | 2.12 | 3.17 | 1.73 | -4.85 | 6.82 | -2.78 | 7.82 | 33.3 |
| 2022 | -7.55 | -2.83 | 5.14 | -5.46 | -4.03 | -8.65 | 8.75 | -6.36 | -12.88 | 4.57 | 5.97 | -9.29 | -30.2 |
| 2023 | 11.04 | -6.06 | -3.87 | 0.03 | -3.76 | 6.34 | 3.12 | -3.73 | -7.41 | -4.21 | 11.08 | 7.95 | 8.4 |
| 2024 | -4.83 | 1.53 | 2.6 | -3.89 | 4.9 |