Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYUCX (INVERSE S&P 500 STRATEGY FUND CLASS C) | -8.80% | -18.43% | -13.87% | -10.13% | -13.86% | -14.30% | -12.33% | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYUCX (INVERSE S&P 500 STRATEGY FUND CLASS C) | 12/06/2001 | 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 (%) | -0.22 | -18.43 | -13.87 | -10.13 | -13.86 | -14.30 | -12.33 | … | … | -8.80 | -12.24 | -13.91 | -15.40 | 16.37 | -24.92 | -25.66 | -23.42 | 3.26 | -18.19 | -13.17 | -5.25 | -14.92 | -28.32 | -15.46 | -9.27 | -17.52 | -28.00 | 39.57 | 0.17 | -7.83 | -1.66 | -10.87 | -27.53 | 20.40 | 3.47 |
| Sharpe Ratio | NA | -1.84 | -1.18 | -0.76 | -0.86 | NA | NA | … | … | -1.67 | -0.80 | -1.39 | -1.47 | 0.62 | -1.91 | -0.75 | -1.99 | 0.11 | -2.84 | -1.03 | -0.34 | -1.31 | -2.44 | -1.23 | -0.40 | -0.98 | -1.04 | 0.95 | -0.19 | -1.12 | -0.38 | -1.08 | -1.57 | 0.73 | 4.29 |
| Standard Deviation(%) | NA | 11.77 | 14.84 | 16.87 | 18.02 | NA | NA | … | … | 13.35 | 18.86 | 12.58 | 13.06 | 24.11 | 13.09 | 34.25 | 12.52 | 17.05 | 6.65 | 13.05 | 15.49 | 11.41 | 11.62 | 12.68 | 23.26 | 18.05 | 27.08 | 40.64 | 15.97 | 10.12 | 10.33 | 11.01 | 17.96 | 26.54 | 16.30 |
| Draw Down(%) | NA | 19.03 | 39.68 | 45.78 | 78.54 | NA | NA | … | … | 15.77 | 26.80 | 18.56 | 16.41 | 15.34 | 26.40 | 44.94 | 25.38 | 13.07 | 18.67 | 22.53 | 12.95 | 20.63 | 28.32 | 17.97 | 16.13 | 21.43 | 44.79 | 19.93 | 10.04 | 12.01 | 9.71 | 13.00 | 33.21 | 18.56 | 3.73 |
| Yield(%) | 0.00 | 4.39 | 8.25 | 4.54 | 5.65 | 1.65 | 5.80 | … | … | 0.00 | 21.47 | 7.02 | 2.91 | 0.00 | 0.00 | 0.38 | 0.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 0.13 | 2.44 | 21.61 | 2.88 | 1.50 | 0.00 | 0.00 | 0.00 | 2.04 |
Data as of 06/04/2026, Common starting date is 12/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYUCX (INVERSE S&P 500 STRATEGY FUND CLASS C) |
-25.62%
Feb 2009 – Feb 2012 |
-23.11%
Feb 2009 – Feb 2014 |
-17.57%
Feb 2009 – Feb 2019 |
-16.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYUCX (INVERSE S&P 500 STRATEGY FUND CLASS C) |
16.31%
Feb 2006 – Feb 2009 |
7.01%
Feb 2004 – Feb 2009 |
-6.70%
Jan 2002 – Jan 2012 |
-9.65%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison Chart