| 25.37 Net Asset Value | +0.24% 1 Day | +5.40% Year-to-Date | Overall Morningstar Rating |
| High yield bond Style or Category | No Load Sales Expenses | 1.50% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -2.87% | 3 years | +10.82% | |
| 3 months | +1.08% | 5 years | +8.81% | |
| 1 year | +15.67% | Since inception | +6.91% |
| RYHGX | Category | |
|---|---|---|
| Performance 5-yr return | +8.81% | +9.36% |
| Expense ratio | 1.50% | 1.17% |
| Risk 5 year sharpe ratio | 0.78 | 0.73 |
| Net assets | $403.5M | $1.6B |
| Average market cap | -- | $12.4B |
| Average P/E | -- | 15.6 |
| Portfolio turnover | 95% | 95% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Rydex Funds |
| Fund manager & tenure | Michael Byrum / 6 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 | -- |
| HYG iShares iBoxx $ High Yield Corporate Bd | 9.41% |
| -- Cdx Hy20 5% 6/20/2018 | 4.55% |
| -- Us 5 Yr Note Jun13 | 0.63% |
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