Rydex Inverse S&P 500 Strategy Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 2.87 | 4.48 | -1.05 | -1.35 | 2.83 | -2.85 | -3.32 | 3.03 | -1.86 | 4.3 | 6.01 | 0 |
| 1995 | -2.14 | -3.08 | -2.05 | -1.88 | -3.09 | -1.2 | -2.62 | 0.35 | -3.26 | 0.96 | -3.58 | -0.62 | -20.2 |
| 1996 | -2.86 | 0.38 | -1.15 | -0.39 | -1.68 | -0.4 | 5.16 | -1.13 | -4.83 | -2.27 | -6.16 | 5.81 | -9.7 |
| 1997 | -5.11 | -0.15 | 5.25 | -5.7 | -5.44 | -3.67 | -6.97 | 6.06 | -4.37 | 2.28 | -3.26 | 2.55 | -18 |
| 1998 | -0.9 | -5.83 | -4.06 | -0.81 | 2.85 | -3.56 | 1.84 | 16.8 | -6.8 | -7.49 | -4.8 | -4.82 | -18.1 |
| 1999 | -2.9 | 3.45 | -3.67 | -3.23 | 2.51 | -4.54 | 3.54 | 0.82 | 3.39 | -5.88 | -1.2 | -2.73 | -10.6 |
| 2000 | 5.77 | 2.3 | -7.86 | 3.26 | 2.65 | -1.23 | 2.24 | -5.23 | 6.42 | 0.97 | 9.44 | 2.46 | 21.8 |
| 2001 | -3.19 | 11.04 | 6.86 | -7.29 | 0.31 | 2.17 | 1.41 | 6.96 | 8.47 | -1.97 | -6.74 | 0.72 | 18.3 |
| 2002 | 1.52 | 1.5 | -3.6 | 6.51 | 0.45 | 7.6 | 6.98 | -1.4 | 11.51 | -8.9 | -5.74 | 8.2 | 25 |
| 2003 | 2.27 | 1.22 | -1.36 | -7.73 | -5.39 | -1.23 | -1.86 | -2.08 | 1.11 | -5.39 | -1.16 | -4.66 | -23.8 |
| 2004 | -2.03 | -1.53 | 1.44 | 1.53 | -1.4 | -1.96 | 3.56 | -0.43 | -0.97 | -1.41 | -3.86 | -2.98 | -9.8 |
| 2005 | 2.72 | -1.84 | 2 | 2.19 | -2.82 | 0.23 | -3.35 | 1.44 | -0.35 | 2.01 | -3.25 | 7.15 | 5.8 |
| 2006 | -2.18 | 0.25 | -0.62 | -0.74 | 3.63 | 0.36 | 0 | -1.68 | -1.83 | -2.37 | -1.28 | -0.59 | -7 |
| 2007 | -0.8 | 2.56 | -0.39 | -3.59 | -2.69 | 2.31 | 3.77 | -1.11 | -3.17 | -0.94 | 4.56 | 1.07 | 1.2 |
| 2008 | 6.59 | 3.24 | 0.28 | -4.63 | -1.13 | 9.04 | 0.73 | -1.45 | 7.54 | 14.23 | 4.59 | -2.56 | 41 |
| 2009 | 8.15 | 10.79 | -10.05 | -9.46 | -6.11 | -0.61 | -7.49 | -3.8 | -3.83 | 1.33 | -5.94 | -2.07 | -27.3 |
| 2010 | 3.5 | -3.44 | -6.19 | -1.35 | 7.79 | 4.86 | -6.94 | 4.28 | -8.45 | -3.86 | -0.25 | -6.49 | -16.7 |
| 2011 | -1.71 | -4.25 | -0.38 | -3.02 | 0.94 | 1.33 | 1.73 | 3.65 | 6.64 | -10.51 | -0.67 | -1.42 | -8.4 |
| 2012 | -4.45 | -4.24 | -3.45 | 0.41 | 6.15 | -4.38 | -1.56 | -2.35 | -2.7 | 1.71 | -0.88 | 0.55 | -14.6 |
| 2013 | -6.69 | -1.58 | -3.71 | -2.19 | -2.53 | 1.1 | -5.13 | 2.81 | -3.24 | -4.6 | -3.07 | -2.66 | -27.6 |
| 2014 | 3.37 | -4.55 | -1 | -1.01 | -2.4 | -2.15 | 1.19 | -3.92 | 1.29 | -2.81 | -2.76 | 0.07 | -14 |
| 2015 | 2.84 | -5.58 | 1.46 | -1.03 | -1.39 | 1.83 | -2.28 | 5.72 | 2.07 | -7.98 | -0.5 | 0.21 | -5.3 |
| 2016 | 5.7 | -0.2 | -6.42 | -0.43 | -1.81 | -0.52 | -3.64 | -0.15 | -0.23 | 1.86 | -3.75 | -1.96 | -11.4 |
| 2017 | -1.82 | -3.81 | -0.1 | -1 | -1.36 | -0.61 | -1.93 | -0.22 | -1.93 | -2.2 | -2.9 | -0.98 | -17.4 |
| 2018 | -5.44 | 3.42 | 2.51 | -0.42 | -2.2 | -0.47 | -3.44 | -2.91 | -0.39 | 7.14 | -1.99 | 9.49 | 4.3 |
| 2019 | -7.44 | -2.92 | -1.71 | -3.63 | 7.02 | -6.42 | -1.15 | 1.42 | -1.67 | -2.04 | -3.33 | -3.6 | -23.3 |
| 2020 | 0.3 | 8.61 | 5.96 | -12.67 | -4.93 | -2.64 | -5.54 | -6.79 | 2.99 | 2.27 | -10.13 | -3.82 | -25.2 |
| 2021 | 0.79 | -2.88 | -4.54 | -5.19 | -0.83 | -2.41 | -2.53 | -3.05 | 4.65 | -6.78 | 0.48 | -4.54 | -24.2 |
| 2022 | 5.04 | 2.66 | -4.21 | 8.93 | -1.02 | 8.25 | -8.54 | 4.22 | 9.9 | -7.7 | -5.25 | 6.44 | 17.6 |
| 2023 | -5.45 | 2.99 | -3.12 | -0.97 | 0.2 | -5.62 | -2.13 | 2.11 | 5.72 | 2.74 | -7.61 | -6.11 | -16.8 |
| 2024 | -0.8 | -4.42 | -2.39 | 2.77 | -18.8 |