RYDAX Mutual Fund

NAV$112.92

Returns Overview

1 Month
+0.17%
3 Months
+2.45%
6 Months
+7.28%
YTD
+1.17%
1 Year
+11.50%
3 Years
+14.58%
5 Years
+9.73%
10 Years
+11.90%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RYDAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+5.12%
vs Peers
-3.95%

RYDAX Mutual Fund Performance

RYDAX performance across multiple time periods: 1-month 0.17%, YTD 1.17%, 1-year 11.50%, 3-year 14.58%, 5-year 9.73%, 10-year 11.90%.

RYDAX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

RYDAX performance comparison shows side-by-side returns with another fund. RYDAX alternatives are available in the Mutual Fund Screener.