Rydex S&P 500 Pure Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2004 | 0 | 0.08 | 0.48 | 8.96 | 0 |
| 2005 | -3.12 | 1.78 | 2.64 | 1.52 | 2.75 |
| 2006 | 3.99 | 1.5 | 2.3 | 7.44 | 16.05 |
| 2007 | 3.29 | 3.32 | -7.06 | -7.29 | -5.21 |
| 2008 | -12.49 | -13.8 | -2.6 | -30.79 | -49.15 |
| 2009 | -26.12 | 43.92 | 37.04 | 2.8 | 49.79 |
| 2010 | 11.14 | -12.37 | 8.63 | 11.07 | 17.51 |
| 2011 | 7.9 | 0.24 | -19.63 | 10.21 | -4.2 |
| 2012 | 15.88 | -10.35 | 8.17 | 6.47 | 21.26 |
| 2013 | 13.49 | 5.02 | 6.62 | 13.21 | 44.28 |
| 2014 | 3.21 | 5.57 | -2.6 | 3.69 | 10.04 |
| 2015 | 96.63 | -0.64 | -10.73 | 2.93 | 79.51 |
| 2016 | 2.78 | 0.76 | 3.6 | -45.7 | -41.75 |
| 2017 | 2.29 | 1.16 | 3.45 | 6.71 | 15.07 |
| 2018 | -2.54 | 3.99 | 4.65 | -17.04 | -13.91 |
| 2019 | 11.04 | 1.26 | -0.65 | 5.58 | 20.88 |
| 2020 | -41.79 | 19.44 | 1.41 | 24.86 | -11.97 |
| 2021 | 20.14 | 4.24 | -4.48 | 6.47 | 27.38 |
| 2022 | 5.73 | -12.17 | -6.87 | 8.64 | -6.04 |
| 2023 | 10.3 | -4.99 | 2.3 | -2.55 | 3.32 |
| 2024 | 7.9 | -3.51 | 0 | 0 | 8.66 |