Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMQHX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS H) | 37.92% | 79.57% | 50.30% | 26.01% | 37.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMQHX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS H) | 12/04/2014 | 06/04/2026 |
| 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 (%) | 1.13 | 79.57 | 50.30 | 26.01 | 37.29 | NA | NA | … | … | 37.92 | 33.90 | 44.74 | 115.89 | -59.96 | 56.33 | 101.06 | 80.76 | -7.28 | 69.79 | 11.98 | 22.52 | -3.58 |
| Sharpe Ratio | NA | 2.52 | 1.12 | 0.49 | 0.75 | NA | NA | … | … | 3.11 | 0.64 | 0.89 | 3.19 | -0.92 | 1.52 | 1.29 | 2.42 | -0.18 | 3.40 | 0.35 | 0.61 | -1.12 |
| Standard Deviation(%) | NA | 32.00 | 43.17 | 47.70 | 47.33 | NA | NA | … | … | 35.76 | 48.40 | 46.28 | 35.61 | 67.25 | 37.00 | 77.55 | 32.77 | 47.81 | 20.42 | 33.44 | 36.87 | 35.75 |
| Draw Down(%) | NA | 24.97 | 52.17 | 63.21 | 63.21 | NA | NA | … | … | 23.39 | 42.37 | 26.10 | 22.30 | 62.86 | 20.53 | 50.84 | 21.66 | 43.56 | 9.72 | 26.09 | 26.41 | 10.37 |
| Yield(%) | 0.00 | 33.49 | 30.00 | 17.07 | 63.69 | 48.80 | 36.60 | … | … | 0.00 | 34.57 | 30.62 | 7.72 | 0.00 | 3.36 | 9.54 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RMQHX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS H) |
6.34%
Oct 2021 – Oct 2024 |
16.10%
Dec 2017 – Dec 2022 |
27.71%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMQHX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS H) |
78.44%
Dec 2018 – Dec 2021 |
55.00%
Dec 2016 – Dec 2021 |
37.22%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart