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RYRSX: RUSSELL 2000 2X STRATEGY FUND H-CLASS SHARES (MUTUAL FUND)
Basic Info 155.17 0.06(0.04%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (42%) |
Start Date: | 06/01/2006 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.45% |
Expenses | 1.78% |
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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 | Since 06/01/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 3.4 | 28.6 | -11.0 | 2.6 | 7.0 | 14.9 | 4.4 | 22.5 | -44.1 | 20.8 | 16.3 | 46.5 | -26.8 | 25.6 | 35.1 | -10.9 | 4.6 | 92.1 | 23.1 | -20.0 | 48.9 | 41.3 | -66.4 | -13.9 | 8.6 |
Sharpe Ratio | NA | 0.0 | 0.62 | -0.3 | 0.0 | 0.12 | NA | 0.06 | 0.46 | -0.81 | 0.47 | 0.18 | 1.4 | -0.78 | 1.04 | 0.93 | -0.33 | 0.14 | 3.01 | 0.69 | -0.3 | 0.98 | 0.58 | -0.7 | -0.41 | 0.31 |
Draw Down(%) | NA | 16.8 | 34.3 | 61.8 | 68.7 | 71.8 | NA | 88.4 | 36.6 | 50.3 | 25.3 | 68.7 | 20.0 | 47.9 | 12.6 | 31.8 | 30.6 | 25.5 | 10.7 | 24.4 | 53.4 | 38.0 | 57.1 | 78.9 | 30.3 | 18.3 |
Standard Deviation(%) | NA | 39.4 | 39.1 | 45.9 | 56.0 | 45.9 | NA | 51.4 | 40.0 | 56.3 | 44.0 | 88.1 | 32.2 | 36.2 | 24.0 | 37.2 | 33.2 | 32.5 | 30.6 | 33.7 | 66.4 | 50.0 | 71.4 | 96.2 | 41.4 | 37.8 |
Treynor Ratio | NA | 0.0 | 0.1 | -0.06 | 0.0 | 0.02 | NA | 0.01 | 0.08 | -0.21 | 0.08 | 0.07 | 0.2 | -0.15 | 0.09 | 0.14 | -0.06 | 0.02 | 0.37 | 0.1 | -0.07 | 0.19 | 0.17 | -0.31 | -0.07 | 0.03 |
Alpha | NA | -0.2 | -0.1 | -0.09 | -0.07 | -0.05 | NA | -0.03 | -0.1 | -0.02 | -0.15 | 0.01 | -0.07 | -0.07 | -0.12 | 0.03 | -0.04 | -0.09 | 0.0 | -0.04 | -0.05 | 0.05 | -0.03 | 0.08 | -0.07 | -0.15 |
Beta | NA | 2.49 | 2.47 | 2.26 | 2.26 | 2.22 | NA | 2.31 | 2.4 | 2.17 | 2.49 | 2.25 | 2.25 | 1.88 | 2.9 | 2.51 | 1.9 | 2.39 | 2.46 | 2.39 | 2.72 | 2.59 | 2.47 | 2.15 | 2.39 | 3.57 |
RSquared | NA | 0.55 | 0.53 | 0.73 | 0.77 | 0.76 | NA | 0.82 | 0.61 | 0.87 | 0.56 | 0.84 | 0.77 | 0.8 | 0.65 | 0.79 | 0.79 | 0.7 | 0.79 | 0.82 | 0.92 | 0.88 | 0.89 | 0.86 | 0.86 | 0.87 |
Yield(%) | N/A | 0.0 | 0.4 | 0.7 | 0.7 | 1.2 | 3.8 | N/A | 0.4 | 0.0 | 2.3 | 0.0 | 0.4 | 0.0 | 3.1 | 0.0 | 7.7 | 0.5 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | N/A | 985.3 | -83.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | 1685.6 | -81.7 | N/A | N/A | N/A | N/A | -100.0 | -94.1 | -55.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2006
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