Rydex Series Fds, Telecommunications Fund H Class: (MF: RYMAX)
(NASDAQ Mutual Funds) As of Oct 30, 2025 05:28 PM ET
$58.49 USD
-0.34 (-0.58%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.87 | 27 | 
| 3 months | 11.96 | 36 | 
| 6 months | 23.77 | 86 | 
| 1 Year | 26.52 | 61 | 
| 3 Year | 18.17 | 89 | 
| 5 Year | 7.32 | 84 | 
| 10 Year | 6.38 | 97 | 
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 182.34 | 
| Bear Market (10/07 - 2/09) | -56.23 | 
| Bull Market (2/09 - 3/21) | 198.12 | 
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 26.52 | 
| 5 Year | 7.32 | 
| 10 Year | 6.38 | 
| Since Inception | -0.11 | 
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.89 | 10.55 | 11.96 | NA | 
| 2024 | -2.00 | -0.10 | 16.65 | 1.31 | 
| 2023 | 5.31 | -2.75 | -3.61 | 7.65 | 
| 2022 | -8.00 | -13.53 | -13.28 | 7.47 | 
| 2021 | 5.22 | 6.38 | -4.15 | 1.71 | 
| 2020 | -12.66 | 12.12 | -2.23 | 14.63 | 
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.87 | 15.70 | 6.27 | -25.86 | 9.12 | 9.75 | 13.16 | -5.29 | 5.58 | 17.39 | -7.39 | 
| % Total Return Rel to Index | 10.04 | -9.31 | -19.97 | -7.66 | -19.55 | -8.64 | -18.32 | -0.90 | -16.21 | 5.46 | -8.78 | 
| % Total Return Rel to Peer | 3.71 | -14.33 | -41.18 | 11.22 | -8.89 | -39.63 | -25.04 | -1.42 | -28.86 | 6.72 | -11.33 | 
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 1.00 | 5.00 | 
| % Dividends | 0.00 | 0.08 | 0.69 | 0.60 | 0.24 | 1.14 | 1.76 | 0.01 | 1.88 | 1.00 | 1.45 | 
| % Yield | 0.00 | 0.18 | 0.21 | 1.52 | 0.44 | 2.29 | 3.77 | 0.02 | 4.15 | 2.23 | 3.71 | 
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 
| Expense Ratio | 1.64 | 1.67 | 1.65 | 1.61 | 1.68 | 1.73 | 1.74 | 1.63 | 1.62 | 1.64 | 1.86 | 
* 1 = Top 20%, 5 = Bottom 20%

