Find A Portfolio/Ticker
Comparison Box
RYTTX: S&P 500 2X STRATEGY FUND A (MUTUAL FUND)
Basic Info 344.68 11.59(3.25%) August 01
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (30%) |
Start Date: | 06/24/2005 |
Last Dividend Date: | 12/12/2024 |
12-Mo. Yield | 0.40% |
Expenses | 1.75% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/01/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.8 | 6.3 | 15.0 | 20.8 | 20.7 | 18.0 | 21.4 | 12.3 | 12.7 | 35.6 | 45.2 | -39.3 | 55.3 | 19.5 | 62.3 | -15.0 | 43.0 | 19.8 | -2.0 | 24.6 | 74.7 | 24.9 | -4.2 | 24.2 | 46.0 | -68.1 | 1.0 | 23.8 | 6.9 |
Sharpe Ratio | NA | 0.18 | 0.3 | 0.51 | 0.53 | 0.44 | NA | NA | 0.29 | 1.11 | 1.58 | -0.84 | 2.12 | 0.27 | 2.43 | -0.48 | 3.19 | 0.74 | -0.07 | 1.08 | 3.23 | 0.99 | -0.09 | 0.67 | 0.85 | -0.84 | -0.06 | 1.03 | 0.58 |
Draw Down(%) | NA | 35.4 | 38.0 | 38.0 | 47.0 | 59.2 | NA | NA | 84.9 | 16.8 | 20.8 | 47.0 | 10.3 | 59.2 | 13.4 | 36.6 | 5.5 | 20.2 | 23.4 | 14.4 | 11.3 | 18.8 | 36.9 | 30.2 | 48.8 | 77.2 | 20.1 | 15.2 | 12.0 |
Standard Deviation(%) | NA | 44.9 | 39.2 | 34.0 | 34.8 | 37.1 | NA | NA | 39.0 | 26.0 | 26.1 | 48.4 | 26.0 | 70.2 | 25.1 | 34.4 | 13.3 | 26.3 | 31.1 | 22.8 | 23.1 | 25.3 | 46.9 | 36.1 | 54.0 | 81.6 | 32.2 | 20.1 | 19.6 |
Treynor Ratio | NA | 0.04 | 0.06 | 0.09 | 0.09 | 0.08 | NA | NA | 0.06 | 0.14 | 0.21 | -0.2 | 0.28 | 0.1 | 0.3 | -0.08 | 0.21 | 0.1 | -0.01 | 0.12 | 0.36 | 0.13 | -0.02 | 0.12 | 0.23 | -0.35 | -0.01 | 0.1 | 0.06 |
Alpha | NA | -0.02 | -0.03 | -0.02 | -0.02 | -0.01 | NA | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.02 |
Beta | NA | 1.99 | 2.0 | 2.0 | 1.99 | 1.97 | NA | NA | 1.98 | 2.01 | 2.0 | 2.0 | 1.98 | 1.92 | 2.0 | 2.0 | 2.0 | 2.0 | 2.0 | 2.0 | 2.06 | 1.96 | 2.0 | 2.0 | 1.97 | 1.98 | 2.01 | 2.0 | 2.01 |
RSquared | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | NA | NA | 0.98 | 0.97 | 1.0 | 1.0 | 0.99 | 0.92 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 0.97 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.5 | 0.2 | 0.0 | 0.0 | 0.0 | 2.9 | 0.0 | 7.8 | 0.2 | 1.5 | 2.8 | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 0.2 | 0.7 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 250.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 4698.5 | -87.1 | -34.6 | N/A | N/A | N/A | -100.0 | 246.7 | -82.4 | -73.9 | -58.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) 1.05% (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) 2.05% (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 0.37% (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) 2.67% (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) 0.19% (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) 1.47% (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) 0.87% (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) 0.71% (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) 3.94% (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 3.07% (77%)
Best ETFs
- ROM (ProShares Ultra Technology) 4.41% (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) 3.69% (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) 5.49% (97%)
- SSO (ProShares Ultra S&P 500) 3.31% (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) 6.22% (94%)
- LTL (ProShares Ultra Communication Services) 2.59% (91%)
- RXL (ProShares Ultra Health Care) 1.28% (91%)
- UCC (ProShares Ultra Consumer Discretionary) 4.82% (90%)
- URE (ProShares Ultra Real Estate) 0.26% (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) 1.06% (62%)