Find A Portfolio/Ticker
Comparison Box
RYWZX: INVERSE EMERGING MARKETS 2X STRATEGY FUND CLASS C (MUTUAL FUND)
Basic Info 114.86 2.62(2.33%) July 07
| Asset Class: | Trading-Inverse Equity |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 11/01/2010 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 5.15% |
| Expenses | 2.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/01/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 1237.1 | 1227.6 | 94.5 | 32.6 | 2.2 | -1.0 | -17.7 | -28.5 | 1.4 | 17.6 | -58.0 | -39.7 | 22.1 | -48.4 | -32.4 | 20.4 | -7.4 | -3.6 | -23.6 | 14.4 | -9.6 |
| Sharpe Ratio | NA | 22.99 | 2.29 | 0.3 | 0.13 | 0.0 | -0.02 | -0.61 | -0.83 | 0.0 | 0.36 | -0.87 | -1.2 | 0.5 | -1.89 | -0.77 | 0.5 | -0.21 | -0.11 | -0.64 | 0.26 | -1.12 |
| Draw Down(%) | NA | 95.1 | 95.1 | 95.1 | 95.1 | 95.4 | 96.3 | 43.9 | 30.3 | 36.3 | 30.0 | 77.9 | 42.3 | 23.1 | 50.3 | 56.5 | 29.2 | 48.4 | 35.1 | 31.8 | 32.9 | 14.7 |
| Standard Deviation(%) | NA | 738.3 | 522.2 | 302.7 | 237.0 | 170.4 | 142.5 | 39.7 | 39.6 | 66.1 | 49.0 | 67.0 | 34.2 | 41.6 | 26.0 | 42.5 | 41.1 | 34.7 | 33.9 | 37.2 | 55.9 | 40.6 |
| Treynor Ratio | NA | -14.39 | -1.31 | -0.18 | -0.08 | 0.0 | 0.01 | 0.13 | 0.16 | 0.0 | -0.08 | 0.36 | 0.19 | -0.11 | 0.22 | 0.12 | -0.1 | 0.04 | 0.02 | 0.1 | -0.06 | 0.15 |
| Alpha | NA | 29.69 | 14.98 | 5.09 | 3.06 | 1.53 | 1.09 | 0.05 | 0.04 | -0.06 | 0.33 | -0.11 | 0.05 | 0.07 | -0.08 | 0.0 | 0.13 | 0.09 | 0.27 | 0.07 | 0.16 | 0.25 |
| Beta | NA | -11.79 | -9.09 | -5.1 | -3.83 | -2.71 | -2.6 | -1.8 | -2.04 | -1.93 | -2.15 | -1.6 | -2.18 | -1.92 | -2.27 | -2.64 | -2.09 | -1.87 | -2.34 | -2.46 | -2.22 | -3.0 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.33 | 0.46 | 0.52 | 0.33 | 0.67 | 0.63 | 0.62 | 0.34 | 0.66 | 0.62 | 0.38 | 0.59 | 0.72 | 0.85 | 0.83 |
| Yield(%) | N/A | 0.0 | 5.1 | 1.7 | 0.6 | 0.7 | N/A | 4.1 | 2.3 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 27.9 | 150.3 | 150.3 | N/A | N/A | 27.9 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2010
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-Inverse Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Inverse Equity
Best Mutual Funds
- RYCWX (INVERSE DOW 2X STRATEGY FUND H) (36%)
- RYIDX (Rydex Dynamic Fds Inverse Down 2X Strategy Fd) (35%)
- RYWZX (INVERSE EMERGING MARKETS 2X STRATEGY FUND CLASS C) 2.33% (7%)
Best ETFs
- DOG (ProShares Short Dow30) (100%)
- DUG (ProShares UltraShort Energy) (98%)
- EEV (ProShares UltraShort MSCI Emerging Markets) (95%)
- EFU (ProShares UltraShort MSCI EAFE) (93%)
- EFZ (ProShares Short MSCI EAFE) (91%)
- ERY (Direxion Daily Energy Bear 2X Shares) (89%)
- EUM (ProShares Short MSCI Emerging Markets) (87%)
- FAZ (Direxion Daily Financial Bear 3X Shares) (84%)
- FXP (ProShares UltraShort FTSE China 50) (82%)
- MYY (ProShares Short S&P Mid Cap400) (80%)
Latest Articles Related to RYWZX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
