Rydex Mid-Cap 1.5x Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -18.87 | 4.84 | 10.39 | 8.66 | 0 |
| 2002 | -3.24 | -0.96 | 10.13 | -1.27 | -2.95 | -11.32 | -14.71 | -0.11 | -12.82 | 5.77 | 8.39 | -6.63 | -28.7 |
| 2003 | -4.8 | -4.02 | 0.25 | 10.6 | 13.13 | 1.59 | 4.95 | 6.36 | -2.28 | 10.79 | 4.95 | 2.17 | 50.9 |
| 2004 | 3.14 | 3.3 | 0.53 | -5.16 | 2.65 | 3.19 | -7.46 | -0.72 | 4.33 | 2.57 | 8.98 | 5.58 | 21.7 |
| 2005 | -4.04 | 4.83 | -1.51 | -6.81 | 8.79 | 3.44 | 7.78 | -1.94 | 0.79 | -3.79 | 6.66 | 0.3 | 13.9 |
| 2006 | 8.63 | -1.24 | 3.26 | 1.84 | -7.53 | -0.16 | -5.03 | 1.73 | 0.66 | 5.8 | 3.76 | -0.36 | 10.8 |
| 2007 | 4.74 | 0.59 | 1.61 | 4.04 | 7.37 | -3.57 | -7.97 | -0.56 | 3.39 | 3.45 | -8.05 | -0.89 | 2.9 |
| 2008 | -10.07 | -2.98 | -2.41 | 11.39 | 7.48 | -10.52 | -3.49 | 1.94 | -17.16 | -32.41 | -14.64 | 5.09 | -54.9 |
| 2009 | -11.17 | -14.81 | 12.49 | 22.28 | 3.62 | 0.47 | 13.02 | 6.2 | 8.44 | -7.06 | 5.8 | 9.25 | 51.5 |
| 2010 | -4.97 | 7.72 | 11.65 | 5.24 | -10.9 | -10.03 | 10.1 | -7.62 | 17.1 | 4.99 | 4.26 | 9.76 | 38 |
| 2011 | 1.53 | 7.94 | 3.46 | 3.85 | -2.21 | -3.26 | -5.57 | -11.79 | -15.9 | 20.47 | -0.97 | -1.02 | -7.9 |
| 2012 | 9.88 | 6.58 | 2.66 | -0.58 | -9.82 | 2.52 | -0.39 | 5.15 | 2.66 | -1.45 | 3.17 | 3.05 | 24.5 |
| 2013 | 10.81 | 1.23 | 7.12 | 0.58 | 3.35 | -3.13 | 9.18 | -5.85 | 7.75 | 5.4 | 1.75 | 4.46 | 50.1 |
| 2014 | -3.44 | 7.16 | 0.36 | -2.49 | 2.4 | 6.12 | -6.62 | 7.47 | -7 | 4.94 | 2.67 | 0.97 | 11.7 |
| 2015 | -1.88 | 7.61 | 1.73 | -2.4 | 2.52 | -2.19 | -0.06 | -8.61 | -5.06 | 8.37 | 1.87 | -6.17 | -5.6 |
| 2016 | -8.47 | 1.65 | 12.82 | 1.63 | 3.25 | 0.31 | 6.34 | 0.59 | -1.23 | -4.1 | 12 | 3.09 | 29.3 |
| 2017 | 2.43 | 3.84 | -0.77 | 1.07 | -0.9 | 2.19 | 1.18 | -2.54 | 5.75 | 3.22 | 5.36 | 0.11 | 22.7 |
| 2018 | 4.26 | -6.98 | 0.98 | -0.7 | 6 | 0.35 | 2.38 | 4.27 | -1.47 | -14.34 | 4.32 | -17.04 | -19.4 |
| 2019 | 15.48 | 6.19 | -1.16 | 5.78 | -12.07 | 11.3 | 1.47 | -6.69 | 4.36 | 1.34 | 4.21 | 3.77 | 35.9 |
| 2020 | -4.09 | -14.23 | -32.37 | 20.54 | 10.47 | 1.31 | 6.8 | 5.12 | -5.48 | 2.87 | 21.82 | 9.65 | 9.4 |
| 2021 | -13.29 | 10.05 | 6.66 | 25.41 | 0.07 | -1.77 | 0.25 | 2.73 | -6.08 | 8.71 | -4.64 | -9.06 | 14.4 |
| 2022 | -10.93 | 1.3 | 1.62 | -10.77 | 0.6 | -14.63 | 16.29 | -5.03 | -13.99 | 15.59 | 8.38 | -8.29 | -23.3 |
| 2023 | 13.83 | -3.12 | -5.35 | -1.56 | -5.2 | 13.55 | 5.46 | -4.37 | -8.22 | -8.43 | 12.53 | 12.49 | 18.7 |
| 2024 | -3 | 8.74 | 8.13 | -5.05 | 14.7 |