Rydex Series Fds, Telecommunications Fund H Class: (MF: RYMAX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$50.03 USD
+0.26 (0.52%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.53 | 24 |
3 months | 10.55 | 92 |
6 months | 11.53 | 24 |
1 Year | 31.83 | 10 |
3 Year | 8.52 | 95 |
5 Year | 4.46 | 98 |
10 Year | 4.18 | 97 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 182.34 |
Bear Market (10/07 - 2/09) | -56.23 |
Bull Market (2/09 - 3/21) | 166.27 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 31.83 |
5 Year | 4.45 |
10 Year | 4.18 |
Since Inception | -0.52 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 0.89 | 10.55 | NA | NA |
2024 | -2.00 | -0.10 | 16.65 | 1.31 |
2023 | 5.31 | -2.75 | -3.61 | 7.65 |
2022 | -8.00 | -13.53 | -13.28 | 7.47 |
2021 | 5.22 | 6.38 | -4.15 | 1.71 |
2020 | -12.66 | 12.12 | -2.23 | 14.63 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.53 | 15.70 | 6.27 | -25.86 | 9.12 | 9.75 | 13.16 | -5.29 | 5.58 | 17.39 | -7.39 |
% Total Return Rel to Index | 5.33 | -9.31 | -19.97 | -7.66 | -19.55 | -8.64 | -18.32 | -0.90 | -16.21 | 5.46 | -8.78 |
% Total Return Rel to Peer | 2.27 | -14.33 | -41.18 | 11.22 | -8.89 | -39.63 | -25.04 | -1.42 | -28.86 | 6.72 | -11.33 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.00 | 0.08 | 0.69 | 0.60 | 0.24 | 1.14 | 1.76 | 0.01 | 1.88 | 1.00 | 1.45 |
% Yield | 0.00 | 0.18 | 0.21 | 1.52 | 0.44 | 2.29 | 3.77 | 0.02 | 4.15 | 2.23 | 3.71 |
Capital Gains ($) | 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%