| 5.74 Net Asset Value | -1.37% 1 Day | -31.50% Year-to-Date | Overall Morningstar Rating |
| Bear market Style or Category | No Load Sales Expenses | 2.50% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +1.06% | 3 years | -34.26% | |
| 3 months | -14.07% | 5 years | -28.79% | |
| 1 year | -40.82% | Since inception | -16.63% |
| RYCBX | Category | |
|---|---|---|
| Performance 5-yr return | -28.79% | -22.82% |
| Expense ratio | 2.50% | 1.99% |
| Risk 5 year sharpe ratio | -0.75 | -0.65 |
| Net assets | $58.7M | $298.3M |
| Average market cap | -- | $2.3B |
| Average P/E | -- | 13.0 |
| Portfolio turnover | 0% | 0% |
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| Fund family | Rydex Funds |
| Fund manager & tenure | Michael Byrum / 13 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| Holdings not available. |
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