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Rydex Energy Inv (RYEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
283.19+3.52 (+1.26%)
At close: 08:06AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.94%
5-Year Average Return12.20%
Number of Years Up16
Number of Years Down9
Best 1 Yr Total Return (Nov 20, 2024)50.70%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return50.70%
Worst 3-Yr Total Return-19.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYEIXCategory
YTD0.90%43.81%
1-Month-1.01%4.88%
3-Month-7.34%13.10%
1-Year1.13%70.12%
3-Year12.79%-11.73%
5-Year10.77%-4.80%
10-Year-1.16%-6.23%
Last Bull Market10.27%22.50%
Last Bear Market-8.14%-32.25%

Annual Total Return (%) History

Year
RYEIXCategory
2024
N/AN/A
2023
1.91%N/A
2022
49.49%N/A
2021
50.70%N/A
2020
-34.24%-24.54%
2019
6.50%7.25%
2018
-25.31%-27.27%
2017
-6.16%-4.84%
2016
31.01%29.22%
2015
-30.17%-27.39%
2014
-18.50%-16.65%
2013
23.85%22.85%
2012
2.76%1.21%
2011
-5.55%-7.54%
2010
19.37%17.14%
2009
39.01%44.36%
2008
-45.52%-51.12%
2007
33.44%42.09%
2006
11.93%12.05%
2005
38.77%46.33%
2004
32.49%33.42%
2003
23.97%32.28%
2002
-13.22%-11.49%
2001
-13.12%-13.13%
2000
22.81%45.89%
1999
18.68%32.83%
1998
N/A-27.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.03%-2.91%-4.58%N/A
2023-5.22%0.98%10.97%-4.04%
202234.51%-8.14%5.52%14.66%
202128.59%14.98%-1.98%3.99%
2020-55.83%36.34%-18.17%33.43%
201916.46%-5.16%-10.27%7.46%
2018-5.51%14.45%-0.16%-30.82%
2017-6.88%-12.17%7.33%6.90%
20162.52%12.07%6.48%7.08%
2015-1.53%-1.46%-23.93%-5.40%
20142.13%12.69%-11.20%-20.26%
201311.24%-2.60%8.06%5.78%
20125.36%-10.58%10.65%-1.42%
201116.24%-6.86%-26.23%18.26%
20100.97%-14.01%13.29%21.36%
2009-6.04%20.56%16.40%5.43%
2008-5.18%27.59%-33.92%-31.86%
20074.65%14.66%4.74%6.18%
20067.59%4.47%-8.08%8.33%
200515.21%5.08%20.34%-4.75%
20046.42%7.45%10.13%5.20%
2003-3.08%12.16%-1.82%16.17%
20027.55%-10.30%-18.42%10.27%
2001-6.08%0.17%-12.14%5.10%
20009.69%2.39%9.70%-0.33%
19997.66%12.01%-0.99%-0.60%
1998-7.61%-3.13%N/AN/A

Rank In Category (By Total Return)

YTD63
1-Month55
3-Month59
1-Year69
3-Year53
5-Year63

Load Adjusted Returns

1-Year1.13%
3-Year12.79%
5-Year10.77%
10-Year-1.16%