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Rydex Monthly Rebalance NASDAQ-100 2x Strategy;C

NAS: RMQCX

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/zigman2/quotes/200243598/realtime

$

329.92

Change

-18.98 -5.44%

May 12, 2021

YTD return

6.42%

5 yr avg return

48.72%

Total net assets

2.00M

52 week low

52 week high

$177.29

$386.09

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

1.00%

Max. redemption fee

0.00%

Total expense ratio

2.09%

12 b-1

1.00%

Turnover

990.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2020)

18.27

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.68

Beta

2.03

Standard deviation

11.51

R. squared

0.89

Min. Investment

Standard (taxable)

2500

IRA

1000

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/rmqcx

MarketWatch News on RMQCX

No News currently available for RMQCX

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 1 Tax Efficiency: 1 Expense: 4

YTD Lipper Ranking: Quintile 4 (70th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 6.42% 19.81% 11.10% 70% 4
1yr 95.57% 118.81% 44.00% 54% 3
3yr 44.59% 11.16% 17.20% 6% 1
5yr 48.72% 18.30% 17.30% 6% 1
10yr n/a 13.05% 14.3% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$79,934

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Equity Leverage Funds

Fund family

n/a

Fund status

Open

Fund inception

November 28, 2014

Manager

Byrum/Harder

Investment Policy

The Fund seeks investment results that match the performance of a specific benchmark on a calendar month basis. The Funds current benchmark is 200% of the performance of the NASDAQ-100 Index, a modified capitalization-weighted index composed of 100 of the largest non-financial companies listed on The Nasdaq Stock Market.

Top Holdings

/news/nonmarketwatch/company/us/rmqcx

Other News on RMQCX

No News currently available for RMQCX

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