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RYTPX: INVERSE S&P 500 2X STRATEGY FUND H (MUTUAL FUND)
Basic Info 27.54 0.05(0.18%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (50%) |
Start Date: | 05/19/2000 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 2.55% |
Expenses | 2.50% |
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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 05/19/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | -16.7 | -33.9 | -19.0 | -30.6 | -26.7 | -29.9 | -21.7 | -18.2 | -32.0 | 30.0 | -43.7 | -50.0 | -42.8 | 6.2 | -32.5 | -23.2 | -11.8 | -26.5 | -47.7 | -28.0 | -20.0 | -32.9 | -50.3 | 71.9 | 20.1 | 2.1 | 7.0 | -20.0 | -43.5 | 37.5 | 20.8 | 13.9 |
Sharpe Ratio | NA | -1.6 | -1.56 | -0.58 | -0.29 | -0.35 | NA | NA | -0.32 | -1.39 | 0.6 | -1.66 | -0.22 | -1.77 | 0.14 | -2.5 | -0.89 | -0.38 | -1.16 | -2.05 | -1.11 | -0.43 | -0.91 | -0.93 | 0.86 | 0.44 | -0.04 | 0.21 | -0.95 | -1.27 | 0.68 | 0.43 | 0.49 |
Draw Down(%) | NA | 18.9 | 36.6 | 51.7 | 87.9 | 96.1 | NA | NA | 99.8 | 33.5 | 28.8 | 45.6 | 81.9 | 44.7 | 24.9 | 33.4 | 40.1 | 24.5 | 36.2 | 47.7 | 32.1 | 31.7 | 39.0 | 70.1 | 35.5 | 21.2 | 23.7 | 19.2 | 24.2 | 51.8 | 36.5 | 33.7 | 17.0 |
Standard Deviation(%) | NA | 23.6 | 23.2 | 34.7 | 107.6 | 78.4 | NA | NA | 60.0 | 26.3 | 48.3 | 26.4 | 231.3 | 25.0 | 34.0 | 13.3 | 26.5 | 30.9 | 22.7 | 23.3 | 25.4 | 46.3 | 36.1 | 54.3 | 81.8 | 39.3 | 29.6 | 23.6 | 22.1 | 34.9 | 53.4 | 43.5 | 39.2 |
Treynor Ratio | NA | 0.2 | 0.19 | 0.11 | 0.25 | 0.19 | NA | NA | 0.11 | 0.19 | -0.15 | 0.23 | 0.8 | 0.22 | -0.02 | 0.18 | 0.12 | 0.06 | 0.14 | 0.24 | 0.15 | 0.11 | 0.17 | 0.26 | -0.36 | -0.09 | 0.01 | -0.03 | 0.11 | 0.21 | -0.17 | -0.1 | -0.11 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.18 | 0.08 | NA | NA | 0.05 | 0.0 | -0.01 | -0.04 | 0.99 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.04 | 0.12 | 0.1 | 0.06 | 0.0 | 0.03 | 0.0 | 0.02 | 0.02 |
Beta | NA | -1.93 | -1.91 | -1.92 | -1.25 | -1.45 | NA | NA | -1.78 | -1.92 | -1.93 | -1.87 | -0.63 | -1.97 | -2.01 | -1.87 | -1.94 | -2.01 | -1.92 | -2.0 | -1.9 | -1.9 | -1.92 | -1.91 | -1.96 | -2.01 | -1.88 | -1.92 | -1.92 | -2.1 | -2.1 | -1.92 | -1.77 |
RSquared | NA | 0.97 | 0.98 | 0.99 | 0.03 | 0.05 | NA | NA | 0.18 | 0.99 | 1.0 | 0.95 | 0.0 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.95 | 0.96 | 1.0 | 0.99 | 0.98 | 0.99 | 0.61 | 0.41 | 0.73 | 0.98 | 0.99 | 0.99 | 0.96 | 0.96 |
Yield(%) | N/A | 0.0 | 2.6 | 0.7 | 0.2 | 0.0 | 0.0 | 1.9 | N/A | 2.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 7.0 | 20.5 | 18.7 | 11.2 | 0.0 | 0.0 | 1.1 | 0.0 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | N/A | 251.2 | N/A | -100.0 | 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 | -100.0 | -93.2 | -67.6 | -9.6 | 48.3 | N/A | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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