Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RYMDX (MID-CAP 1.5X STRATEGY FUND CLASS H) 20.16% 35.21% 19.57% 3.62% 10.02% 11.33% 8.93%
Data as of 06/04/2026, Common starting date 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 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 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 1.87 35.21 19.57 3.62 10.02 11.33 8.93 20.16 5.29 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 1.34 0.61 0.02 0.26 NA NA 1.89 0.08 0.49 0.59 -0.64 0.44 0.15 1.61 -0.86 1.53 1.23 -0.25 0.60 2.53 1.07 -0.18 1.20 1.06 -0.86 -0.01 0.35 0.61 1.02 2.02 -0.79 0.05
Standard Deviation(%) NA 23.05 26.89 30.64 32.55 NA NA 25.01 31.29 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 13.50 35.20 45.55 58.09 NA NA 13.50 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 0.82 0.80 0.34 0.61 0.89 1.24 0.00 0.77 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 06/04/2026, Common starting date 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

3-Year Annualized Rolling Return