Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYMDX (MID-CAP 1.5X STRATEGY FUND CLASS H) | 0.29% | 1.24% | 13.91% | 11.14% | 7.54% | 12.41% | 8.09% | 8.70% |
Data as of 07/17/2025, AR inception is 08/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYMDX (MID-CAP 1.5X STRATEGY FUND CLASS H) | 08/17/2001 | 07/17/2025 |
| 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 1.24 | 13.91 | 11.14 | 7.54 | 12.41 | 8.09 | 8.70 | 0.29 | 15.46 | 19.11 | -23.31 | 14.43 | 9.87 | 36.13 | -19.37 | 22.67 | 29.26 | -5.57 | 11.72 | 50.13 | 24.49 | -7.85 | 37.97 | 51.53 | -54.93 | 2.86 | 10.81 | 13.89 | 21.73 | 50.89 | -28.69 | 1.19 |
| Sharpe Ratio | NA | 0.06 | 0.36 | 0.33 | 0.19 | NA | NA | 0.22 | -0.06 | 0.37 | 0.57 | -0.64 | 0.44 | 0.15 | 1.61 | -0.85 | 1.53 | 1.23 | -0.25 | 0.60 | 2.53 | 1.07 | -0.18 | 1.20 | 1.06 | -0.86 | -0.01 | 0.36 | 0.62 | 1.03 | 2.02 | -0.79 | 0.05 |
| Standard Deviation(%) | NA | 32.80 | 29.73 | 31.53 | 32.77 | NA | NA | 32.97 | 37.80 | 23.92 | 26.25 | 38.77 | 32.80 | 63.28 | 21.50 | 24.34 | 14.46 | 23.68 | 22.52 | 19.56 | 19.81 | 22.96 | 43.22 | 31.55 | 48.44 | 64.95 | 24.92 | 21.23 | 19.03 | 20.26 | 24.83 | 37.72 | 34.37 |
| Draw Down(%) | NA | 35.20 | 35.20 | 45.55 | 58.09 | NA | NA | 75.43 | 32.01 | 12.49 | 22.92 | 34.07 | 25.23 | 58.09 | 12.73 | 33.62 | 8.30 | 16.79 | 18.79 | 16.09 | 11.04 | 16.87 | 38.37 | 25.53 | 39.31 | 69.97 | 20.28 | 19.53 | 12.65 | 16.95 | 21.07 | 45.99 | 28.55 |
| Yield(%) | 0.00 | 0.72 | 0.50 | 0.45 | 0.51 | 1.01 | 1.24 | 1.56 | 0.00 | 0.83 | 0.42 | 0.00 | 0.00 | 0.41 | 0.25 | 0.44 | 0.65 | 0.25 | 0.63 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.54 | 4.96 | 3.70 | 1.20 | 0.00 | 0.00 | 0.46 | 0.00 |
Data as of 07/17/2025, AR inception is 08/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYMDX (MID-CAP 1.5X STRATEGY FUND CLASS H) |
-28.71%
Feb 2006 - Feb 2009 |
-12.74%
Feb 2004 - Feb 2009 |
3.97%
Dec 2001 - Dec 2011 |
5.31%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYMDX (MID-CAP 1.5X STRATEGY FUND CLASS H) |
43.93%
Feb 2009 - Feb 2012 |
37.55%
Feb 2009 - Feb 2014 |
22.91%
Feb 2009 - Feb 2019 |
17.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart