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RYWZX: INVERSE EMERGING MARKETS 2X STRATEGY FUND CLASS C (MUTUAL FUND)
Basic Info 9.57 0.01(0.10%) May 14
Asset Class: | Trading-Inverse Equity |
MyPlanIQ Rating: | (7%) |
Start Date: | 11/01/2010 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 2.46% |
Expenses | 2.48% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/01/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.5 | -13.5 | -34.6 | -9.2 | -26.0 | -20.7 | -18.1 | -28.5 | 2.8 | 17.6 | -58.0 | -39.7 | 22.1 | -48.4 | -32.4 | 20.4 | -7.4 | -3.6 | -23.6 | 14.4 | -9.6 |
Sharpe Ratio | NA | -0.79 | -0.95 | -0.18 | -0.49 | -0.47 | -0.41 | -0.83 | 0.02 | 0.36 | -0.87 | -1.2 | 0.5 | -1.89 | -0.77 | 0.5 | -0.21 | -0.11 | -0.64 | 0.26 | -1.12 |
Draw Down(%) | NA | 23.7 | 34.1 | 56.1 | 84.3 | 94.1 | 95.3 | 30.3 | 36.3 | 30.0 | 77.9 | 42.3 | 23.1 | 50.3 | 56.5 | 29.2 | 48.4 | 35.1 | 31.8 | 32.9 | 14.7 |
Standard Deviation(%) | NA | 37.1 | 37.6 | 50.6 | 53.1 | 46.0 | 45.1 | 39.6 | 66.1 | 49.0 | 67.1 | 34.2 | 41.6 | 26.0 | 42.5 | 41.1 | 34.7 | 33.9 | 37.2 | 55.9 | 40.6 |
Treynor Ratio | NA | 0.14 | 0.16 | 0.05 | 0.14 | 0.11 | 0.09 | 0.16 | -0.01 | -0.08 | 0.35 | 0.19 | -0.11 | 0.22 | 0.12 | -0.1 | 0.04 | 0.02 | 0.1 | -0.06 | 0.15 |
Alpha | NA | 0.08 | 0.05 | 0.07 | 0.04 | 0.04 | 0.07 | 0.04 | -0.04 | 0.34 | -0.1 | 0.05 | 0.07 | -0.08 | 0.0 | 0.13 | 0.09 | 0.27 | 0.07 | 0.16 | 0.25 |
Beta | NA | -2.04 | -2.24 | -1.93 | -1.83 | -1.92 | -2.0 | -2.02 | -1.93 | -2.17 | -1.68 | -2.18 | -1.92 | -2.27 | -2.64 | -2.09 | -1.87 | -2.34 | -2.46 | -2.22 | -3.0 |
RSquared | NA | 0.41 | 0.48 | 0.44 | 0.54 | 0.55 | 0.59 | 0.45 | 0.51 | 0.34 | 0.73 | 0.63 | 0.62 | 0.34 | 0.66 | 0.62 | 0.38 | 0.59 | 0.72 | 0.85 | 0.83 |
Yield(%) | N/A | 0.0 | 2.6 | 0.9 | 0.3 | 0.4 | N/A | 2.3 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 9.8 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2010
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