RYDAX Mutual Fund

RYDAX Mutual Fund

NAV$121.76
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Returns Overview

1 Month
-4.26%
3 Months
-2.76%
6 Months
+9.85%
YTD
+5.20%
1 Year
+9.85%
3 Years (annualized)
+15.39%
5 Years (annualized)
+8.65%
10 Years (annualized)
+11.59%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+10.00%
vs Peers
-4.80%

RYDAX Mutual Fund Performance

RYDAX performance across multiple time periods: 1-month -4.26%, YTD 5.20%, 1-year 9.85%, 3-year 15.39%, 5-year 8.65%, 10-year 11.59%.

RYDAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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