RYDAX Mutual Fund

RYDAX Mutual Fund

NAV$126.58
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Returns Overview

1 Month
+0.23%
3 Months
+5.74%
6 Months
+7.38%
YTD
+8.44%
1 Year
+19.16%
3 Years (annualized)
+14.04%
5 Years (annualized)
+8.66%
10 Years (annualized)
+11.44%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+11.41%
vs Peers
-2.97%

RYDAX Mutual Fund Performance

RYDAX performance across multiple time periods: 1-month 0.23%, YTD 8.44%, 1-year 19.16%, 3-year 14.04%, 5-year 8.66%, 10-year 11.44%.

RYDAX returns trail the peer average of 11.41% 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.