Rydex S&P 500 Pure Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2004 | 0 | 0.24 | 0.64 | 9.3 | 0 |
| 2005 | -2.92 | 2 | 2.84 | 1.76 | 3.62 |
| 2006 | 4.19 | 1.75 | 2.5 | 7.63 | 16.99 |
| 2007 | 3.5 | 3.51 | -6.91 | -7.14 | -4.52 |
| 2008 | -12.32 | -13.65 | -2.37 | -30.69 | -48.77 |
| 2009 | -26.04 | 44.18 | 37.32 | 2.97 | 50.78 |
| 2010 | 11.37 | -12.2 | 8.84 | 11.27 | 18.4 |
| 2011 | 8.11 | 0.42 | -19.49 | 10.41 | -3.49 |
| 2012 | 16.1 | -10.19 | 8.37 | 6.68 | 22.19 |
| 2013 | 13.69 | 5.23 | 6.82 | 13.42 | 45.35 |
| 2014 | 3.41 | 5.77 | -2.43 | 3.89 | 10.87 |
| 2015 | 97.01 | -0.46 | -10.57 | 3.14 | 80.89 |
| 2016 | 2.97 | 0.94 | 3.8 | -45.6 | -41.31 |
| 2017 | 2.47 | 1.34 | 3.65 | 6.91 | 15.93 |
| 2018 | -2.35 | 4.17 | 4.84 | -16.88 | -13.26 |
| 2019 | 11.24 | 1.44 | -0.47 | 5.98 | 22.03 |
| 2020 | -41.68 | 19.64 | 1.82 | 25.11 | -11.12 |
| 2021 | 20.35 | 4.44 | -3.82 | 6.68 | 28.97 |
| 2022 | 5.92 | -12.01 | -6.69 | 9.42 | -4.84 |
| 2023 | -2.36 | 2.5 | -4.81 | 11 | 4.57 |
| 2024 | 8.1 | -6.51 | 0 | 0 | 9.73 |