Rydex S&P 500 2x Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 3.04 | -4.79 | 12.33 | -11.33 | -2.35 | -17.19 | 0.15 | 0 |
| 2001 | 6.15 | -19.02 | -14.42 | 14.88 | 0.24 | -5.43 | -3.56 | -13.32 | -17.01 | 2.79 | 14.7 | 3.2 | -32.4 |
| 2002 | -5.91 | -4.24 | 7.22 | -12.39 | -2.01 | -14.8 | -16.74 | -0.38 | -21.69 | 16.26 | 10.94 | -11.86 | -47.8 |
| 2003 | -6.37 | -3.78 | 0.47 | 16.33 | 10.94 | 1.7 | 2.82 | 3.79 | -2.46 | 11.15 | 1.72 | 9.52 | 53.1 |
| 2004 | 3.55 | 2.59 | -3.57 | -3.4 | 2.4 | 3.53 | -6.88 | 0.38 | 1.79 | 2.63 | 7.83 | 6.45 | 17.6 |
| 2005 | -5.22 | 3.79 | -3.95 | -4.33 | 5.95 | -0.22 | 7.08 | -2.33 | 1.02 | -3.91 | 7.13 | -0.58 | 3.3 |
| 2006 | 4.8 | -0.05 | 1.86 | 2.12 | -6.4 | -0.48 | 0.4 | 4.1 | 4.57 | 5.92 | 3.19 | 2.14 | 23.8 |
| 2007 | 2.38 | -4.55 | 1.49 | 8.41 | 6.4 | -4.03 | -6.96 | 1.88 | 6.9 | 2.39 | -9.26 | -2.33 | 0.9 |
| 2008 | -12.66 | -7.19 | -1.79 | 9.26 | 2 | -16.66 | -2.41 | 2.24 | -18.53 | -35.31 | -17.33 | -0.79 | -68.1 |
| 2009 | -17.42 | -21.25 | 15.58 | 19.21 | 10.79 | 0.13 | 15.12 | 7.47 | 7.11 | -4.27 | 11.82 | 3.55 | 46 |
| 2010 | -7.54 | 5.79 | 12.99 | 1.93 | -16.24 | -10.92 | 13.82 | -9.49 | 17.92 | 7.29 | -0.33 | 13.51 | 24 |
| 2011 | 4.47 | 6.59 | -0.43 | 5.68 | -2.59 | -3.82 | -4.57 | -12.58 | -14.35 | 22.18 | -1.68 | 1.67 | -4.2 |
| 2012 | 8.94 | 8.46 | 6.18 | -1.46 | -12 | 7.91 | 2.28 | 4.3 | 4.82 | -3.93 | 0.82 | -1.8 | 24.9 |
| 2013 | 13.96 | 2.31 | 7.38 | 3.55 | 4.44 | -3.21 | 10.28 | -5.95 | 6.13 | 9 | 5.94 | 4.82 | 74.6 |
| 2014 | -7.17 | 9.01 | 1.42 | 1.18 | 4.44 | 3.95 | -3.03 | 7.89 | -3.02 | 4.34 | 5.39 | -0.91 | 24.6 |
| 2015 | -6.29 | 11.53 | -3.48 | 1.67 | 2.27 | -4.14 | 3.96 | -12.43 | -5.52 | 17.25 | 0.33 | -3.72 | -2.1 |
| 2016 | -10.22 | -0.8 | 13.64 | 0.46 | 3.3 | -0.03 | 7.24 | 0 | -0.37 | -3.88 | 7.17 | 3.64 | 19.8 |
| 2017 | 3.54 | 7.8 | -0.12 | 1.78 | 2.56 | 0.93 | 3.84 | 0.24 | 3.83 | 4.4 | 5.87 | 1.89 | 43 |
| 2018 | 11.32 | -8.02 | -5.66 | 0.19 | 4.4 | 0.81 | 7.11 | 6.12 | 0.8 | -14.01 | 3.45 | -18.18 | -15.1 |
| 2019 | 15.82 | 6.1 | 3.4 | 7.78 | -12.88 | 14.05 | 2.41 | -4 | 3.35 | 3.83 | 7 | 3.71 | 59.3 |
| 2020 | -0.52 | -16.39 | -29.17 | 25.25 | 9.06 | 2.98 | 11.24 | 14.53 | -8.72 | -5.8 | 22.47 | 7.47 | 19.5 |
| 2021 | -4.61 | 5.2 | 10.96 | 10.62 | 1.07 | 4.43 | 4.46 | 5.87 | -9.41 | 14.13 | -1.72 | 6.31 | 55.3 |
| 2022 | -10.52 | -6.44 | 6.9 | -17.32 | -0.68 | -16.69 | 18.48 | -8.7 | -18.35 | 15.62 | 10.26 | -11.97 | -39.3 |
| 2023 | 12.06 | -5.57 | 6.55 | 2.46 | 0.09 | 12.74 | 5.83 | -4 | -9.99 | -4.99 | 18.18 | 8.31 | 45 |
| 2024 | 2.55 | 10.08 | 5.79 | -8.99 | 35.1 |