Rydex S&P 500 2x Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.44 | 2.63 | 7.83 | 6.45 | 0 |
| 2005 | -5.22 | 3.79 | -3.95 | -4.33 | 5.95 | -0.19 | 7.08 | -2.33 | -0.03 | -3.91 | 7.13 | -0.59 | 2.3 |
| 2006 | 4.77 | -0.02 | 1.84 | 2.12 | -6.4 | -0.48 | 0.4 | 4.1 | 4.57 | 5.94 | 3.16 | 2.14 | 23.8 |
| 2007 | 2.38 | -4.54 | 1.49 | 8.41 | 6.4 | -4.03 | -6.96 | 1.88 | 6.9 | 2.38 | -9.24 | -2.31 | 1 |
| 2008 | -12.67 | -7.16 | -1.79 | 9.25 | 2.03 | -16.67 | -2.41 | 2.24 | -18.54 | -35.32 | -17.32 | -0.85 | -68.1 |
| 2009 | -17.42 | -21.17 | 15.56 | 19.19 | 10.78 | 0.13 | 15.05 | 7.52 | 7.1 | -4.27 | 11.81 | 3.5 | 46 |
| 2010 | -7.54 | 5.84 | 12.85 | 2.18 | -16.2 | -10.92 | 13.77 | -9.44 | 17.92 | 7.24 | -0.29 | 13.47 | 24.2 |
| 2011 | 4.47 | 6.59 | -0.43 | 5.65 | -2.56 | -3.82 | -4.57 | -12.59 | -14.32 | 22.13 | -1.64 | 1.63 | -4.2 |
| 2012 | 8.91 | 8.5 | 6.18 | -1.46 | -11.94 | 7.9 | 2.25 | 4.33 | 4.85 | -3.96 | 0.85 | -1.83 | 24.9 |
| 2013 | 13.96 | 2.31 | 7.38 | 3.57 | 4.46 | -3.23 | 10.28 | -5.97 | 6.15 | 9.06 | 5.93 | 4.81 | 74.7 |
| 2014 | -7.17 | 8.98 | 1.44 | 1.18 | 4.44 | 3.94 | -3.03 | 7.9 | -3.03 | 4.35 | 5.39 | -0.91 | 24.6 |
| 2015 | -6.28 | 11.53 | -3.49 | 1.67 | 2.28 | -4.15 | 3.96 | -12.42 | -5.53 | 17.27 | 0.34 | -3.73 | -2 |
| 2016 | -10.21 | -0.81 | 13.64 | 0.46 | 3.29 | -0.01 | 7.25 | 0 | -0.38 | -3.86 | 7.16 | 3.64 | 19.8 |
| 2017 | 3.55 | 7.8 | -0.12 | 1.78 | 2.57 | 0.93 | 3.84 | 0.23 | 3.84 | 4.39 | 5.87 | 1.89 | 43 |
| 2018 | 11.32 | -8.03 | -5.65 | 0.19 | 4.4 | 0.81 | 7.12 | 6.11 | 0.8 | -14 | 3.44 | -18.17 | -15.1 |
| 2019 | 15.82 | 6.1 | 3.41 | 7.78 | -12.89 | 14.06 | 2.41 | -4.01 | 3.36 | 3.83 | 7 | 3.71 | 59.3 |
| 2020 | -0.52 | -16.4 | -29.17 | 25.24 | 9.06 | 2.99 | 11.23 | 14.54 | -8.73 | -5.79 | 22.47 | 7.47 | 19.5 |
| 2021 | -4.61 | 5.21 | 8.48 | 13.14 | 1.07 | 4.43 | 4.46 | 5.87 | -9.41 | 14.14 | -1.72 | 6.31 | 55.3 |
| 2022 | -10.53 | -6.43 | 6.89 | -17.32 | -0.68 | -16.68 | 18.48 | -8.7 | -18.35 | 15.62 | 10.26 | -11.97 | -39.3 |
| 2023 | 12.06 | -5.58 | 6.55 | 2.46 | 0.09 | 12.75 | 5.83 | -4 | -9.99 | -4.98 | 18.18 | 8.31 | 45 |
| 2024 | 2.55 | 10.08 | 5.8 | -7.9 | 35.1 |