Rydex Series Fds, Telecommunications Fund Class A: (MF: RYTLX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$51.22 USD
-0.52 (-1.01%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.53 | 24 |
3 months | 10.55 | 92 |
6 months | 11.53 | 24 |
1 Year | 31.86 | 10 |
3 Year | 8.53 | 94 |
5 Year | 4.46 | 97 |
10 Year | 4.16 | 98 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -56.02 |
Bull Market (2/09 - 3/21) | 169.50 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 25.88 |
5 Year | 3.49 |
10 Year | 3.68 |
Since Inception | 2.66 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 0.88 | 10.55 | NA | NA |
2024 | -1.99 | -0.12 | 16.67 | 1.32 |
2023 | 5.29 | -2.75 | -3.61 | 7.68 |
2022 | -8.01 | -13.52 | -13.28 | 7.49 |
2021 | 5.21 | 6.40 | -4.17 | 1.72 |
2020 | -12.63 | 12.10 | -2.21 | 14.62 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.53 | 15.70 | 6.28 | -25.85 | 9.13 | 9.77 | 13.14 | -5.46 | 5.55 | 17.40 | -7.28 |
% Total Return Rel to Index | 5.32 | -9.31 | -19.96 | -7.65 | -19.55 | -8.63 | -18.34 | -1.07 | -16.24 | 5.46 | -8.67 |
% Total Return Rel to Peer | 2.27 | -14.33 | -41.17 | 11.23 | -8.89 | -39.61 | -25.06 | -1.60 | -28.89 | 6.72 | -11.23 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.00 | 0.08 | 0.69 | 0.60 | 0.24 | 1.14 | 1.76 | 0.01 | 1.88 | 1.00 | 1.45 |
% Yield | 0.00 | 0.18 | 0.21 | 1.49 | 0.44 | 2.26 | 3.72 | 0.02 | 4.08 | 2.19 | 3.65 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.65 | 1.66 | 1.65 | 1.61 | 1.70 | 1.73 | 1.71 | 1.63 | 1.62 | 1.59 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%