Rydex Inverse Nasdaq 100 Fund Quote
| RYCDX Fund | USD 118.95 0.85 0.71% |
PerformanceOK
| Odds Of DistressLow
|
Rydex Inverse is trading at 118.95 as of the 23rd of March 2025; that is 0.71 percent decrease since the beginning of the trading day. The fund's open price was 119.8. Rydex Inverse has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund employs as its investment strategy a program of engaging in short sales of securities generally included in the underlying index and investing in derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. More on Rydex Inverse Nasdaq 100
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Rydex Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Growth Funds, Trading--Inverse Equity Funds, Trading--Inverse Equity, Rydex Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Rydex Inverse Nasdaq 100 [RYCDX] is traded in USA and was established 23rd of March 2025. Rydex Inverse is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Inverse Equity category and is part of Rydex Funds family. This fund at this time has accumulated 22.22 M in assets with no minimum investment requirementsRydex Inverse Nasdaq is currently producing year-to-date (YTD) return of 12.6% with the current yeild of 0.07%, while the total return for the last 3 years was -29.47%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rydex Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rydex Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rydex Inverse Nasdaq 100 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Rydex Inverse Nasdaq Risk Profiles
| Mean Deviation | 2.17 | |||
| Semi Deviation | 2.15 | |||
| Standard Deviation | 2.79 | |||
| Variance | 7.76 |
Rydex Inverse Against Markets
Other Information on Investing in Rydex Mutual Fund
Rydex Inverse financial ratios help investors to determine whether Rydex Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rydex with respect to the benefits of owning Rydex Inverse security.
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