| 14.35 Net Asset Value | -0.21% 1 Day | +8.38% Year-to-Date | Overall Morningstar Rating |
| Multicurrency Style or Category | No Load Sales Expenses | 1.69% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +1.34% | 3 years | -7.19% | |
| 3 months | +4.51% | 5 years | -0.77% | |
| 1 year | +0.14% | Since inception | -3.93% |
| RYSBX | Category | |
|---|---|---|
| Performance 5-yr return | -0.77% | +0.45% |
| Expense ratio | 1.69% | 1.39% |
| Risk 5 year sharpe ratio | -0.01 | 0.14 |
| Net assets | $19.7M | $570.4M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | -- | -- |
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 / 7 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. |
.
