Rydex S&P 500 Pure Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2004 | 0 | -100 | 1.62 | 9.13 | 0 |
| 2005 | -2.96 | 2 | 2.88 | 0.32 | 2.16 |
| 2006 | 4.15 | 1.75 | 2.5 | 7.63 | 16.94 |
| 2007 | 3.5 | 3.54 | -6.91 | -7.15 | -4.54 |
| 2008 | -12.32 | -13.65 | -2.43 | -30.7 | -48.81 |
| 2009 | -26.06 | 43.96 | 37.29 | 3 | 50.51 |
| 2010 | 11.34 | -12.21 | 8.85 | 11.26 | 18.39 |
| 2011 | 8.1 | 0.41 | -19.49 | 10.42 | -3.5 |
| 2012 | 16.09 | -10.2 | 8.37 | 6.68 | 22.17 |
| 2013 | 13.68 | 5.22 | 6.82 | 13.41 | 45.35 |
| 2014 | 3.41 | 5.76 | -2.42 | 3.89 | 10.87 |
| 2015 | 97 | -0.46 | -10.57 | 3.14 | 80.87 |
| 2016 | 2.98 | 0.94 | 3.8 | -45.6 | -41.3 |
| 2017 | 2.47 | 1.35 | 3.65 | 6.91 | 15.93 |
| 2018 | -2.36 | 4.19 | 4.84 | -16.87 | -13.26 |
| 2019 | 11.23 | 1.43 | -0.47 | 5.96 | 21.99 |
| 2020 | -41.68 | 19.67 | 1.77 | 25.12 | -11.12 |
| 2021 | 20.34 | 4.44 | -3.82 | 6.67 | 28.94 |
| 2022 | 5.92 | -12 | -6.69 | 9.4 | -4.84 |
| 2023 | -2.36 | 2.49 | -4.81 | 11 | 4.56 |
| 2024 | 8.08 | -5.7 | 0 | 0 | 9.71 |