Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYCVX (DOW 2X STRATEGY FUND H) | 3.94% | 7.93% | 17.93% | 15.93% | 14.59% | 18.31% | 11.40% | 10.85% |
Data as of 07/18/2025, AR inception is 04/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCVX (DOW 2X STRATEGY FUND H) | 04/26/2004 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 7.93 | 17.93 | 15.93 | 14.59 | 18.31 | 11.40 | 10.85 | 3.94 | 17.49 | 23.42 | -21.58 | 34.73 | 1.93 | 47.47 | -13.85 | 57.85 | 30.05 | -4.74 | 16.39 | 65.74 | 13.38 | 8.42 | 22.36 | 38.43 | -62.30 | 7.34 | 30.28 | -3.71 | 5.79 |
| Sharpe Ratio | NA | 0.14 | 0.49 | 0.46 | 0.36 | NA | NA | 0.26 | 0.11 | 0.47 | 0.85 | -0.58 | 1.40 | 0.02 | 1.85 | -0.42 | 4.37 | 1.19 | -0.15 | 0.75 | 3.14 | 0.57 | 0.20 | 0.69 | 0.80 | -0.84 | 0.15 | 1.38 | -0.29 | 0.36 |
| Standard Deviation(%) | NA | 34.94 | 29.79 | 30.41 | 36.20 | NA | NA | 36.08 | 40.81 | 23.00 | 22.77 | 39.70 | 24.88 | 75.07 | 24.94 | 36.07 | 13.17 | 25.17 | 30.95 | 21.78 | 20.91 | 23.42 | 42.29 | 32.34 | 47.79 | 74.82 | 29.35 | 19.60 | 20.60 | 20.73 |
| Draw Down(%) | NA | 33.68 | 33.68 | 41.62 | 63.16 | NA | NA | 82.17 | 30.76 | 14.06 | 18.14 | 40.40 | 12.56 | 63.16 | 13.50 | 34.83 | 6.72 | 19.31 | 26.73 | 14.12 | 11.22 | 16.72 | 32.14 | 26.06 | 48.21 | 71.30 | 19.84 | 15.85 | 16.79 | 14.18 |
| Yield(%) | 0.00 | 0.66 | 0.51 | 0.39 | 2.54 | 5.41 | 2.85 | 2.73 | 0.00 | 0.75 | 0.50 | 0.00 | 0.00 | 0.00 | 4.75 | 0.00 | 7.90 | 0.78 | 5.98 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.27 | 0.29 | 0.03 | 0.79 | 0.16 | 0.00 |
Data as of 07/18/2025, AR inception is 04/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCVX (DOW 2X STRATEGY FUND H) |
-31.43%
Feb 2006 - Feb 2009 |
-13.41%
Jun 2004 - Jun 2009 |
5.62%
Feb 2006 - Feb 2016 |
7.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCVX (DOW 2X STRATEGY FUND H) |
47.59%
Feb 2009 - Feb 2012 |
39.23%
Feb 2009 - Feb 2014 |
29.23%
Feb 2009 - Feb 2019 |
22.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart