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Here you can find all mutual funds issued by Rydex Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Rydex Funds
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
RMQAX
Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...Leveraged Equities, LeveragedNov 27, 20141.32%
17.89%
3.19%
Rydex Inverse NASDAQ-100 Strategy FundInverse Equities, LeveragedSep 2, 19981.55%
-7.15%
-18.18%
5.18%
Rydex Basic Materials FundEnergy EquitiesMar 31, 19981.36%
7.89%
7.42%
1.97%
Rydex Consumer Products FundConsumer Staples EquitiesJul 5, 19981.39%
7.25%
6.49%
10.60%
Rydex S&P MidCap 400 Pure Growth FundMid Cap Growth EquitiesFeb 20, 20042.26%
19.19%
-1.44%
0.00%
Rydex Inverse Mid-Cap Strategy FundInverse Equities, LeveragedFeb 19, 20042.39%
-4.08%
-11.97%
9.60%
Rydex Inverse Russell 2000 Strategy FundInverse Equities, LeveragedFeb 19, 20042.49%
-2.12%
-11.67%
10.08%
Rydex Real Estate FundREITFeb 20, 20042.36%
-2.82%
2.73%
2.40%
Rydex Dow 2x Strategy FundLeveraged Equities, LeveragedFeb 19, 20042.61%
10.12%
15.70%
0.44%
Rydex Inverse Dow 2x Strategy FundInverse Equities, LeveragedFeb 19, 20042.70%
-8.77%
-25.71%
1.09%
Rydex Dow Jones Industrial Average FundLarge Cap Value EquitiesDec 1, 20151.58%
6.15%
0.71%
Rydex Energy FundEnergy EquitiesApr 20, 19981.36%
10.66%
-1.45%
2.42%
Rydex Europe 1.25x Strategy FundLeveraged Equities, LeveragedMay 7, 20001.69%
11.90%
3.22%
0.60%
Rydex Government Long Bond 1.2x Strategy FundLeveraged Bonds, LeveragedJan 2, 19940.99%
-9.15%
-1.65%
3.70%
Rydex S&P 500 Pure Growth FundLarge Cap Growth EquitiesFeb 20, 20042.26%
10.50%
8.11%
0.00%
Rydex High Yield Strategy FundHigh Yield BondsApr 16, 20071.53%
1.44%
3.18%
3.97%
Rydex Health Care FundHealth & Biotech EquitiesApr 16, 19981.35%
5.15%
9.37%
0.00%
Rydex Emerging Markets Bond Strategy FundEmerging Markets BondsOct 7, 20131.61%
-0.09%
-0.24%
10.01%
Rydex Internet FundTechnology EquitiesApr 5, 20001.36%
7.69%
11.03%
0.00%
Rydex Inverse High Yield Strategy FundInverse Bonds, LeveragedApr 15, 20071.55%
1.47%
-4.37%
0.00%

1–20 of 51

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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