Rydex Dow Jones Industrial Average® A (RYDAX)

77.51 +0.01 (+0.01%) USD  |  May 20 2022

RYDAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Rydex Dow Jones Industrial Average® A
--
--
--
--
14.83%
26.16%
-5.14%
23.14%
7.49%
19.11%
-14.17%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
JNL/Mellon Dow Index I
11.26%
30.52%
9.80%
-0.64%
15.82%
27.78%
-3.68%
24.93%
9.33%
20.59%
-13.41%
Rydex Dow 2x Strategy A
16.43%
61.39%
16.42%
-4.64%
30.09%
57.85%
-13.84%
47.46%
1.93%
40.34%
-26.58%
Neiman Large Cap Value A
5.60%
23.96%
11.63%
-1.76%
10.36%
18.99%
-8.34%
23.49%
-5.98%
23.74%
-8.77%
Westwood Quality Value Fund A
15.72%
29.66%
11.68%
-0.58%
10.61%
20.54%
-6.30%
27.01%
2.54%
23.38%
-9.91%
As of May 20, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Rydex Dow Jones Industrial Average® A
-11.14%
-8.42%
-12.39%
-8.37%
7.01%
8.90%
--
--
--
9.61%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
JNL/Mellon Dow Index I
-10.89%
-7.85%
-11.45%
-6.83%
8.73%
10.55%
12.08%
6.94%
7.07%
6.01%
Rydex Dow 2x Strategy A
-21.37%
-16.59%
-23.67%
-16.79%
8.77%
13.58%
18.72%
9.04%
--
9.70%
Neiman Large Cap Value A
-10.19%
-5.57%
-4.90%
2.08%
5.11%
6.70%
8.70%
5.91%
--
6.62%
Westwood Quality Value Fund A
-9.78%
-6.45%
-7.20%
-1.25%
9.02%
9.26%
11.55%
6.62%
--
7.59%
As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022