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RYMDX: MID-CAP 1.5X STRATEGY FUND CLASS H (MUTUAL FUND)
Basic Info 128.87 0.13(0.10%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (51%) |
Start Date: | 08/17/2001 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.42% |
Expenses | 2.42% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/17/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 11.9 | 32.4 | 2.7 | 10.9 | 10.7 | 16.6 | 10.5 | 9.4 | 19.1 | -23.2 | 34.4 | 9.9 | 36.1 | -19.4 | 22.7 | 29.3 | -5.6 | 11.7 | 50.1 | 24.5 | -7.8 | 38.0 | 51.5 | -54.9 | 2.9 | 10.8 | 13.9 | 21.7 | 50.9 | -28.7 | 1.2 |
Sharpe Ratio | NA | 1.33 | 1.18 | -0.01 | 0.23 | 0.31 | NA | NA | 0.25 | 0.57 | -0.64 | 1.29 | 0.15 | 1.61 | -0.85 | 1.53 | 1.23 | -0.25 | 0.6 | 2.53 | 1.07 | -0.18 | 1.2 | 1.06 | -0.86 | -0.01 | 0.36 | 0.62 | 1.03 | 2.02 | -0.79 | 0.05 |
Draw Down(%) | NA | 10.9 | 21.9 | 36.0 | 58.1 | 58.1 | NA | NA | 75.4 | 22.9 | 34.1 | 12.5 | 58.1 | 12.7 | 33.6 | 8.3 | 16.8 | 18.8 | 16.1 | 11.0 | 16.9 | 38.4 | 25.5 | 39.3 | 70.0 | 20.3 | 19.5 | 12.7 | 16.9 | 21.1 | 46.0 | 28.5 |
Standard Deviation(%) | NA | 21.5 | 23.6 | 30.2 | 38.3 | 30.9 | NA | NA | 32.8 | 26.3 | 38.8 | 26.6 | 62.9 | 21.5 | 24.3 | 14.5 | 23.7 | 22.5 | 19.6 | 19.8 | 23.0 | 43.2 | 31.6 | 48.4 | 65.0 | 24.9 | 21.2 | 19.0 | 20.3 | 24.8 | 37.7 | 34.4 |
Treynor Ratio | NA | 0.19 | 0.17 | 0.0 | 0.05 | 0.06 | NA | NA | 0.05 | 0.09 | -0.16 | 0.21 | 0.06 | 0.22 | -0.16 | 0.12 | 0.17 | -0.04 | 0.07 | 0.3 | 0.15 | -0.04 | 0.22 | 0.3 | -0.37 | 0.0 | 0.04 | 0.07 | 0.13 | 0.37 | -0.22 | 0.01 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.02 | NA | NA | -0.01 | -0.06 | 0.03 | -0.04 | -0.04 | -0.04 | -0.06 | -0.06 | 0.03 | -0.03 | -0.03 | -0.02 | -0.01 | -0.03 | 0.04 | 0.03 | 0.0 | -0.01 | -0.05 | 0.03 | 0.02 | 0.03 | 0.01 | 0.04 |
Beta | NA | 1.48 | 1.6 | 1.55 | 1.62 | 1.58 | NA | NA | 1.58 | 1.65 | 1.52 | 1.63 | 1.67 | 1.56 | 1.33 | 1.87 | 1.69 | 1.38 | 1.59 | 1.65 | 1.68 | 1.79 | 1.69 | 1.73 | 1.51 | 1.47 | 1.94 | 1.7 | 1.66 | 1.35 | 1.37 | 1.49 |
RSquared | NA | 0.65 | 0.61 | 0.79 | 0.83 | 0.83 | NA | NA | 0.87 | 0.68 | 0.89 | 0.65 | 0.87 | 0.83 | 0.88 | 0.74 | 0.87 | 0.9 | 0.87 | 0.85 | 0.87 | 0.94 | 0.93 | 0.94 | 0.93 | 0.9 | 0.84 | 0.84 | 0.82 | 0.86 | 0.89 | 0.85 |
Yield(%) | N/A | 0.0 | 0.4 | 5.3 | 5.2 | 4.3 | 10.0 | 5.9 | N/A | 0.4 | 0.0 | 20.5 | 0.4 | 0.3 | 0.4 | 0.7 | 0.3 | 0.6 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 5.0 | 3.7 | 1.2 | 0.0 | 0.0 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 2119.2 | 1299.1 | 394.8 | N/A | N/A | N/A | N/A | -100.0 | 5166.7 | 121.1 | -53.7 | -18.0 | 233.3 | -62.5 | 100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -32.0 | 41.6 | 260.5 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2001
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