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RYSBX: STRENGTHENING DOLLAR 2X STRATEGY FUND CLASS H (MUTUAL FUND)
Basic Info 64.8 0.17(0.26%) May 01
Asset Class: | Trading-Miscellaneous |
MyPlanIQ Rating: | (73%) |
Start Date: | 05/26/2005 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 2.14% |
Expenses | 2.69% |
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Performance Analytics (As of 05/01/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/26/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 12.0 | 14.8 | 13.3 | 4.9 | 6.3 | 1.4 | 1.0 | 1.4 | 15.2 | 12.1 | -13.7 | 5.0 | 11.7 | -18.1 | 6.2 | 14.0 | 23.0 | -2.9 | -6.1 | -4.1 | -4.2 | -16.3 | 6.8 | -10.8 | -10.4 | 12.3 |
Sharpe Ratio | NA | 3.61 | 1.01 | 0.73 | 0.23 | 0.38 | NA | 0.0 | -0.21 | 0.75 | 1.16 | -0.97 | 0.4 | 0.84 | -1.53 | 0.4 | 0.73 | 2.16 | -0.22 | -0.46 | -0.21 | -0.23 | -0.72 | 0.24 | -1.15 | -0.91 | 1.1 |
Draw Down(%) | NA | 3.6 | 9.9 | 20.9 | 25.8 | 25.8 | NA | 44.1 | 9.9 | 17.5 | 7.8 | 25.4 | 5.0 | 8.1 | 21.6 | 14.0 | 15.3 | 6.2 | 13.7 | 12.3 | 20.6 | 28.7 | 34.9 | 21.6 | 19.4 | 14.1 | 8.3 |
Standard Deviation(%) | NA | 10.3 | 12.1 | 14.6 | 13.6 | 14.0 | NA | 15.8 | 13.9 | 18.5 | 10.4 | 14.3 | 9.0 | 12.4 | 12.3 | 15.1 | 19.1 | 10.7 | 13.3 | 13.4 | 19.4 | 18.7 | 22.9 | 24.4 | 12.0 | 15.1 | 17.2 |
Treynor Ratio | NA | -1.33 | -0.33 | -0.3 | -0.19 | -0.51 | NA | 0.0 | 0.09 | -0.34 | -0.57 | 4.72 | 1.53 | -1.25 | -0.46 | -1.14 | 0.69 | 1.36 | 0.19 | 0.12 | 0.08 | 0.09 | 0.39 | -0.64 | 3.66 | 0.69 | -8.39 |
Alpha | NA | 0.15 | 0.08 | 0.05 | 0.02 | 0.03 | NA | 0.01 | 0.02 | 0.03 | 0.07 | -0.05 | 0.01 | 0.04 | -0.11 | 0.03 | 0.06 | 0.08 | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.02 | -0.05 | -0.04 | 0.07 |
Beta | NA | -0.28 | -0.37 | -0.36 | -0.16 | -0.1 | NA | -0.19 | -0.33 | -0.4 | -0.21 | -0.03 | 0.02 | -0.08 | 0.41 | -0.05 | 0.2 | 0.17 | -0.16 | -0.52 | -0.54 | -0.49 | -0.42 | -0.09 | -0.04 | -0.2 | -0.02 |
RSquared | NA | 0.1 | 0.13 | 0.19 | 0.07 | 0.02 | NA | 0.06 | 0.1 | 0.28 | 0.07 | 0.01 | 0.0 | 0.01 | 0.05 | 0.0 | 0.03 | 0.03 | 0.02 | 0.25 | 0.41 | 0.23 | 0.25 | 0.02 | 0.0 | 0.02 | 0.0 |
Yield(%) | N/A | 0.0 | 2.2 | 0.9 | 0.8 | 1.1 | 1.5 | N/A | 2.1 | 0.0 | 0.0 | 0.5 | 0.9 | 0.0 | 0.0 | 0.0 | 4.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 30.4 | 0.0 | 0.0 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | N/A | 74.0 | -7.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | -37.8 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2005
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