| 16.31 Net Asset Value | -1.15% 1 Day | -11.50% Year-to-Date | Overall Morningstar Rating |
| Multicurrency Style or Category | 4.75 Sales Expenses | 1.70% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -4.40% | 3 years | +0.39% | |
| 3 months | -7.33% | 5 years | -6.73% | |
| 1 year | -7.91% | Since inception | +0.53% |
| RYWDX | Category | |
|---|---|---|
| Performance 5-yr return | -6.73% | +0.45% |
| Expense ratio | 1.70% | 1.39% |
| Risk 5 year sharpe ratio | -0.17 | 0.14 |
| Net assets | $9.8M | $570.4M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | -- | -- |
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| 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. |
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