Rydex Inverse S&P 500 Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | -7.38 | 0.1 | 2.17 | 1.32 | 6.89 | 8.41 | -2.07 | -6.87 | 0.73 | 0 |
| 2002 | 1.44 | 1.51 | -3.72 | 6.38 | 0.36 | 7.51 | 6.9 | -1.5 | 11.43 | -9.04 | -6.23 | 5.72 | 20.4 |
| 2003 | 2.15 | 1.17 | -1.46 | -7.81 | -5.51 | -1.26 | -1.82 | -2.22 | 0.95 | -5.44 | -1.19 | -8.63 | -27.5 |
| 2004 | -2.2 | -1.57 | 1.37 | 1.35 | -1.44 | -2.03 | 3.45 | -0.56 | -1.01 | -1.47 | -4.01 | -3.1 | -10.9 |
| 2005 | 2.59 | -1.92 | 1.96 | 2.16 | -2.94 | 0.12 | -3.39 | 1.38 | -0.49 | 1.99 | -3.28 | 0.44 | -1.7 |
| 2006 | -2.16 | 0.13 | -0.65 | -0.92 | 3.56 | 0.25 | -0.13 | -1.65 | -1.94 | -2.51 | -1.22 | -0.76 | -7.8 |
| 2007 | -0.86 | 2.44 | -0.42 | -3.72 | -2.78 | 2.23 | 3.68 | -1.19 | -3.25 | -1.04 | 4.47 | 1 | 0.2 |
| 2008 | 6.48 | 3.16 | 0.19 | -4.68 | -1.25 | 8.99 | 0.63 | -1.52 | 7.44 | 14.13 | 4.49 | -2.65 | 39.6 |
| 2009 | 8.06 | 10.69 | -10.13 | -9.56 | -6.18 | -0.69 | -7.59 | -3.86 | -3.93 | 1.26 | -6.01 | -2.16 | -28 |
| 2010 | 3.41 | -3.53 | -6.26 | -1.37 | 7.7 | 4.77 | -7 | 4.18 | -8.54 | -3.96 | -0.34 | -6.57 | -17.5 |
| 2011 | -1.79 | -4.33 | -0.47 | -3.09 | 0.85 | 1.28 | 1.62 | 3.54 | 6.58 | -10.59 | -0.75 | -1.51 | -9.3 |
| 2012 | -4.52 | -4.31 | -3.54 | 0.32 | 6.03 | -4.44 | -1.67 | -2.43 | -2.77 | 1.59 | -0.95 | 0.53 | -15.5 |
| 2013 | -6.78 | -1.69 | -3.8 | -2.28 | -2.61 | 1.02 | -5.18 | 2.73 | -3.3 | -4.72 | -3.14 | -2.72 | -28.3 |
| 2014 | 3.26 | -4.65 | -1.08 | -1.09 | -2.49 | -2.2 | 1.09 | -4.02 | 1.27 | -2.95 | -2.81 | -0.08 | -14.9 |
| 2015 | -82.88 | -5.64 | 1.45 | -1.11 | -1.53 | 1.8 | -2.41 | 5.68 | 1.95 | 451.41 | -0.58 | -83.14 | -84.2 |
| 2016 | 527.77 | -83.39 | -6.5 | -0.51 | -1.87 | -0.69 | -3.67 | -0.27 | -0.27 | 510.58 | -3.81 | -2.07 | 421 |
| 2017 | -1.89 | -3.9 | -0.19 | -1.06 | -1.45 | -0.69 | -2.04 | -0.3 | -2.01 | -2.27 | -2.98 | -1.07 | -18.2 |
| 2018 | -5.51 | 3.32 | 2.4 | -0.5 | -2.26 | -0.56 | -3.53 | -2.97 | -0.47 | 7.04 | -2.07 | 9.37 | 3.3 |
| 2019 | -7.49 | -3 | -1.8 | -3.73 | 6.95 | -6.5 | -1.22 | 1.32 | -1.75 | -2.14 | -3.4 | -3.86 | -24.2 |
| 2020 | 0.22 | 8.53 | 5.88 | -12.76 | -5 | -2.73 | -5.63 | -6.84 | 2.79 | 2.17 | -10.21 | -3.91 | -26 |
| 2021 | 0.7 | -2.96 | -4.59 | -5.28 | -0.95 | -2.45 | -2.63 | -3.1 | 4.58 | -6.88 | 0.38 | -4.6 | -24.9 |
| 2022 | 4.95 | 2.59 | -4.31 | 8.83 | -1.07 | 8.16 | -8.66 | 4.15 | 9.81 | -7.76 | -5.36 | 6.36 | 16.4 |
| 2023 | -5.52 | 2.92 | -3.23 | -1.02 | 0.08 | -5.67 | -2.22 | 2.01 | 5.64 | 2.69 | -7.7 | -6.9 | -18.2 |
| 2024 | -0.89 | -4.49 | -2.48 | 4.22 | -21.2 |