RYDAX Mutual Fund

NAV$121.89

Returns Overview

1 Month
+2.61%
3 Months
+12.97%
6 Months
+8.91%
YTD
+8.19%
1 Year
+18.91%
3 Years (annualized)
+15.20%
5 Years (annualized)
+8.87%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+8.19%
Peer Avg (YTD)
+9.49%
vs Peers
-1.30%

RYDAX Mutual Fund Performance

RYDAX performance across multiple time periods: 1-month 2.61%, YTD 8.19%, 1-year 18.91%, 3-year 15.20%, 5-year 8.87%, 10-year 11.73%.

RYDAX returns trail the peer average of 9.49% 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.