Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMQAX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS A) | 39.33% | 82.41% | 50.83% | 27.19% | 37.54% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMQAX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS A) | 12/04/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.74 | 82.41 | 50.83 | 27.19 | 37.54 | NA | NA | … | … | 39.33 | 33.92 | 44.76 | 115.91 | -59.93 | 56.36 | 101.06 | 80.80 | -7.28 | 69.80 | 11.54 | 20.08 | -3.58 |
| Sharpe Ratio | NA | 2.52 | 1.11 | 0.49 | 0.75 | NA | NA | … | … | 3.11 | 0.64 | 0.87 | 3.18 | -0.91 | 1.52 | 1.29 | 2.42 | -0.18 | 3.40 | 0.34 | 0.54 | -1.12 |
| Standard Deviation(%) | NA | 32.06 | 43.61 | 47.93 | 47.45 | NA | NA | … | … | 35.73 | 48.48 | 47.35 | 35.71 | 67.25 | 37.00 | 77.54 | 32.78 | 47.80 | 20.42 | 33.45 | 37.27 | 35.76 |
| Draw Down(%) | NA | 24.96 | 52.46 | 63.18 | 63.18 | NA | NA | … | … | 23.38 | 42.37 | 26.10 | 22.29 | 62.84 | 20.52 | 50.84 | 21.64 | 43.55 | 9.73 | 26.39 | 27.65 | 10.37 |
| Yield(%) | 0.00 | 34.73 | 30.75 | 18.13 | 65.64 | 48.79 | 36.60 | … | … | 0.00 | 35.67 | 31.40 | 7.91 | 0.00 | 3.45 | 9.76 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMQAX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS A) |
6.38%
Oct 2021 – Oct 2024 |
16.12%
Dec 2017 – Dec 2022 |
27.39%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMQAX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS A) |
78.46%
Dec 2018 – Dec 2021 |
55.01%
Dec 2016 – Dec 2021 |
37.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart