Rydex Utilities 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 | 0.68 | 2.31 | 4.28 | 2.01 | 0 |
| 2005 | 0.9 | 1.78 | 0.3 | 0.7 | 2.98 | 5.03 | 2.39 | 0.23 | 3.07 | -6.83 | -0.93 | -1.35 | 8.1 |
| 2006 | 2.74 | 0.85 | -3.28 | 1.37 | 0.57 | 2.23 | 4.92 | 2.38 | -2.29 | 5.63 | 3.19 | 0.48 | 20.1 |
| 2007 | -0.07 | 3.64 | 4.18 | 3.6 | 0.94 | -5.3 | -4.29 | 1.88 | 2.99 | 6.03 | -0.77 | 0.03 | 12.9 |
| 2008 | -6.64 | -3.88 | 0.04 | 5.66 | 3.48 | -2.04 | -6.27 | -0.32 | -11.7 | -11.45 | 1.9 | 0.26 | -28.2 |
| 2009 | -0.8 | -13.78 | 3.07 | 2.32 | 4.34 | 5.39 | 4.76 | 0.64 | 1.7 | -3.43 | 4.46 | 7.73 | 15.6 |
| 2010 | -5.83 | -0.69 | 3.38 | 2.84 | -6.08 | -1.13 | 6.9 | 0.58 | 3.43 | 1.82 | -2.19 | 2.88 | 5.2 |
| 2011 | 3.09 | 1.6 | 1.34 | 3.77 | 1.01 | -0.59 | -1.6 | 1.25 | -2.17 | 4.97 | 1.09 | 2.89 | 17.7 |
| 2012 | -3.17 | 0.55 | 1.13 | 1.84 | -0.67 | 3.89 | 2.41 | -3.56 | 1.04 | 1.27 | -3.49 | 0.29 | 1.2 |
| 2013 | 5.13 | 2.33 | 5.34 | 5.27 | -7.58 | 0.2 | 4.38 | -5.62 | 1.55 | 3.88 | -2.34 | 1.41 | 13.7 |
| 2014 | 1.66 | 3.29 | 3.09 | 3.72 | -0.33 | 4.62 | -7.07 | 5.13 | -4.08 | 8.17 | 0.44 | 3.02 | 22.8 |
| 2015 | 1.82 | -5.21 | -0.63 | -0.55 | 0.35 | -6.53 | 4.29 | -4.15 | 1.33 | 3.08 | -2.82 | 1.95 | -7.4 |
| 2016 | 3.56 | 1.55 | 8.73 | -0.69 | 1.26 | 7.29 | -0.86 | -5.54 | 0.55 | 0 | -3.64 | 4.18 | 16.6 |
| 2017 | 1.28 | 4.5 | 0 | 0.49 | 3.55 | -2.32 | 2.89 | 2.83 | -2.68 | 3.62 | 2.81 | -5.91 | 11 |
| 2018 | -3.23 | -4.19 | 4.29 | 2.75 | 0.19 | 2 | 1.4 | 1.51 | -0.75 | 0.34 | 4.08 | -4.17 | 3.8 |
| 2019 | 3.6 | 3.3 | 2.83 | 0.64 | -1.47 | 3.25 | -0.62 | 3.31 | 3.56 | -1.73 | -2.29 | 2.5 | 17.9 |
| 2020 | -2.64 | 6.31 | -4.72 | 3.42 | 3.73 | -10.97 | -10.49 | 5.56 | -2.95 | 4.42 | 2.45 | 0.59 | -7.1 |
| 2021 | -4.37 | -4.87 | 10.27 | 6.62 | -2.28 | -1.61 | 2.92 | 2.97 | -6.2 | 4.99 | -2.07 | 6.05 | 11.5 |
| 2022 | -2.48 | -1.8 | 9.23 | -3.55 | 4.6 | -6.03 | 5.56 | 0.06 | -11.31 | 3.49 | 6.75 | -2.4 | 0.2 |
| 2023 | -0.61 | -5.58 | 3.56 | 1.42 | -5.45 | 1.43 | 2.33 | -6.17 | -5.69 | 0.15 | 5.31 | -0.52 | -10.2 |
| 2024 | -3.75 | 1.57 | 6.46 | -3.37 | 19.1 |