Rydex S&P SmallCap 600 Pure Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2004 | 0 | -100 | 3.88 | 10.74 | 0 |
| 2005 | -2.96 | 3.37 | 3.5 | -2.22 | 1.51 |
| 2006 | 13.14 | -4.52 | -0.44 | 11.07 | 18.49 |
| 2007 | 1.69 | 1.23 | -14.05 | -14.65 | -20.85 |
| 2008 | -3.03 | -13.74 | 7.9 | -37.42 | -43.52 |
| 2009 | -26.38 | 69.04 | 39.24 | -8.63 | 58.33 |
| 2010 | 18.09 | -18.63 | 4.2 | 20.44 | 20.58 |
| 2011 | 3.32 | -3.1 | -23.64 | 17.38 | -10.26 |
| 2012 | 12.82 | -9.41 | 7.47 | 3.71 | 18.18 |
| 2013 | 9.34 | 7.72 | 7.64 | 11.94 | 42.06 |
| 2014 | 1.02 | 1.01 | -8.49 | 7.84 | 0.71 |
| 2015 | 0.9 | 0.23 | -16.31 | 2.12 | -13.57 |
| 2016 | 4.75 | -1.55 | 10 | 15.75 | 31.3 |
| 2017 | -6.17 | -3.52 | 5.1 | 2.6 | -0.93 |
| 2018 | -3.89 | 13.21 | -1.14 | -23.4 | -20.45 |
| 2019 | 13.02 | -6.85 | 2.11 | 8.95 | 19.76 |
| 2020 | -50.77 | 34.99 | 433.28 | 30.89 | 363.91 |
| 2021 | 32.15 | 7.3 | -2.19 | 3.25 | 43.21 |
| 2022 | 0.25 | -13.78 | -8.55 | 15.79 | -8.47 |
| 2023 | 2.5 | 3.17 | -2.7 | 17.96 | 20.03 |
| 2024 | 0.29 | -5.98 | 0 | -1.24 |