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RYVYX: NASDAQ-100(R) 2X STRATEGY FUND H (MUTUAL FUND)
Basic Info 480.3 0.74(0.15%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (55%) |
Start Date: | 05/25/2000 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.79% |
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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 05/25/2000 |
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(%) | 4.7 | 17.5 | 70.4 | 13.9 | 30.1 | 30.1 | 34.1 | 21.3 | 5.4 | 116.1 | -61.1 | 46.8 | 88.2 | 71.5 | -9.2 | 68.9 | 9.0 | 13.7 | 36.5 | 87.7 | 28.6 | -0.9 | 36.5 | 118.5 | -72.8 | 29.0 | 7.8 | -3.0 | 14.7 | 100.1 | -70.2 | -67.6 | -55.8 |
Sharpe Ratio | NA | 1.07 | 2.0 | 0.21 | 0.53 | 0.65 | NA | NA | 0.07 | 3.13 | -0.96 | 1.25 | 1.18 | 2.11 | -0.23 | 3.34 | 0.27 | 0.38 | 1.29 | 3.38 | 0.94 | -0.02 | 0.93 | 2.26 | -0.88 | 0.7 | 0.14 | -0.19 | 0.38 | 1.95 | -0.83 | -0.63 | -0.73 |
Draw Down(%) | NA | 14.4 | 22.7 | 63.7 | 63.7 | 63.7 | NA | NA | 98.4 | 22.7 | 63.2 | 21.1 | 51.6 | 21.3 | 42.7 | 9.9 | 26.8 | 26.7 | 16.2 | 11.8 | 22.5 | 30.8 | 30.3 | 34.7 | 79.4 | 21.9 | 34.9 | 26.1 | 32.2 | 25.4 | 80.4 | 87.1 | 75.4 |
Standard Deviation(%) | NA | 33.4 | 32.9 | 47.0 | 52.1 | 43.8 | NA | NA | 53.5 | 36.1 | 65.0 | 37.4 | 73.9 | 33.2 | 45.7 | 20.6 | 32.5 | 35.8 | 28.2 | 25.9 | 30.6 | 47.8 | 39.0 | 52.3 | 83.4 | 37.4 | 31.6 | 27.7 | 36.6 | 50.9 | 85.5 | 112.2 | 108.1 |
Treynor Ratio | NA | 0.13 | 0.25 | 0.04 | 0.12 | 0.13 | NA | NA | 0.02 | 0.45 | -0.24 | 0.19 | 0.44 | 0.28 | -0.04 | 0.28 | 0.04 | 0.06 | 0.16 | 0.42 | 0.13 | 0.0 | 0.18 | 0.66 | -0.38 | 0.13 | 0.02 | -0.02 | 0.05 | 0.37 | -0.25 | -0.16 | -0.16 |
Alpha | NA | -0.11 | -0.01 | 0.0 | 0.02 | 0.02 | NA | NA | 0.0 | 0.11 | -0.12 | -0.07 | 0.18 | -0.03 | 0.04 | 0.03 | -0.05 | 0.06 | 0.02 | 0.03 | -0.02 | 0.01 | 0.03 | 0.17 | -0.09 | 0.09 | -0.1 | -0.03 | -0.04 | 0.05 | -0.08 | 0.02 | -0.15 |
Beta | NA | 2.7 | 2.63 | 2.56 | 2.26 | 2.28 | NA | NA | 2.39 | 2.53 | 2.6 | 2.44 | 1.98 | 2.49 | 2.53 | 2.46 | 2.26 | 2.18 | 2.28 | 2.07 | 2.18 | 1.94 | 2.04 | 1.79 | 1.92 | 2.08 | 2.83 | 2.36 | 2.88 | 2.69 | 2.89 | 4.5 | 5.02 |
RSquared | NA | 0.89 | 0.85 | 0.9 | 0.87 | 0.86 | NA | NA | 0.75 | 0.84 | 0.93 | 0.74 | 0.88 | 0.88 | 0.9 | 0.64 | 0.84 | 0.9 | 0.85 | 0.77 | 0.82 | 0.9 | 0.9 | 0.86 | 0.89 | 0.79 | 0.81 | 0.77 | 0.76 | 0.81 | 0.76 | 0.73 | 0.78 |
Yield(%) | N/A | 0.0 | 0.0 | 2.7 | 8.7 | 4.3 | 17.7 | 39.6 | N/A | 0.0 | 0.0 | 8.7 | 14.9 | 8.8 | 0.0 | 20.7 | 0.4 | 4.7 | 5.1 | 10.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.5 | 0.5 | 0.0 | 3.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -29.1 | 38.1 | 513.8 | N/A | N/A | N/A | N/A | -100.0 | -5.1 | 196.1 | N/A | -100.0 | 1197.8 | -91.8 | 22.5 | -26.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 366.7 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2000
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