Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYARX (INVERSE S&P 500 STRATEGY FUND CLASS A) | -8.50% | -18.27% | -13.21% | -9.47% | -13.21% | -13.66% | -11.67% | … | … |
Data as of 06/05/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYARX (INVERSE S&P 500 STRATEGY FUND CLASS A) | 05/18/2005 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | -18.27 | -13.21 | -9.47 | -13.21 | -13.66 | -11.67 | … | … | -8.50 | -11.59 | -13.24 | -14.76 | 17.24 | -24.36 | -25.11 | -22.84 | 4.05 | -17.58 | -12.47 | -4.57 | -14.29 | -27.74 | -14.83 | -8.63 | -17.01 | -27.45 | 40.65 | 0.89 | -7.14 | -3.30 |
| Sharpe Ratio | NA | -1.79 | -1.11 | -0.71 | -0.82 | NA | NA | … | … | -1.63 | -0.77 | -1.34 | -1.31 | 0.66 | -1.86 | -0.74 | -1.94 | 0.16 | -2.75 | -0.97 | -0.30 | -1.25 | -2.40 | -1.18 | -0.37 | -0.95 | -1.02 | 0.97 | -0.14 | -1.05 | -0.81 |
| Standard Deviation(%) | NA | 11.75 | 15.17 | 17.04 | 18.10 | NA | NA | … | … | 13.30 | 18.85 | 12.63 | 14.14 | 24.12 | 13.08 | 34.24 | 12.52 | 17.07 | 6.66 | 13.08 | 15.47 | 11.44 | 11.59 | 12.69 | 23.22 | 18.03 | 27.06 | 40.64 | 16.00 | 10.08 | 9.50 |
| Draw Down(%) | NA | 18.44 | 38.50 | 44.28 | 76.89 | NA | NA | … | … | 15.66 | 26.50 | 17.97 | 15.83 | 15.22 | 25.87 | 44.62 | 24.84 | 12.65 | 18.10 | 22.03 | 12.74 | 20.15 | 27.74 | 17.35 | 15.87 | 21.13 | 44.46 | 19.90 | 9.58 | 11.65 | 7.08 |
| Yield(%) | 0.00 | 3.66 | 7.15 | 3.99 | 5.17 | 1.57 | 5.71 | … | … | 0.00 | 18.07 | 6.03 | 2.53 | 0.00 | 0.00 | 0.34 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 2.38 | 21.27 | 2.86 | 1.48 |
Data as of 06/05/2026, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYARX (INVERSE S&P 500 STRATEGY FUND CLASS A) |
-25.10%
Feb 2009 – Feb 2012 |
-22.55%
Feb 2009 – Feb 2014 |
-16.96%
Feb 2009 – Feb 2019 |
-16.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYARX (INVERSE S&P 500 STRATEGY FUND CLASS A) |
17.17%
Feb 2006 – Feb 2009 |
-0.69%
Jun 2005 – Jun 2010 |
-8.96%
Sep 2005 – Sep 2015 |
-10.45%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison Chart