Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYURX (INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS) | -5.87% | -8.63% | -11.62% | -12.43% | -12.32% | -14.15% | -10.56% | -8.40% |
Data as of 07/03/2025, AR inception is 02/02/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYURX (INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS) | 02/02/1994 | 07/03/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.06 | -8.63 | -11.62 | -12.43 | -12.32 | -14.15 | -10.56 | -8.40 | -5.87 | -13.05 | -14.56 | 17.56 | -24.19 | -24.90 | -22.65 | 4.33 | -17.38 | -12.23 | -4.39 | -14.00 | -27.59 | -14.64 | -8.36 | -16.71 | -27.25 | 41.01 | 1.18 | -6.96 | 5.75 | -9.82 | -23.75 | 24.97 | 18.25 | 21.84 | -10.56 | -18.14 | -17.99 | -9.72 | -20.16 | 13.39 |
| Sharpe Ratio | NA | -0.05 | -0.11 | -0.15 | -0.18 | NA | NA | -0.22 | -0.04 | -1.56 | -1.45 | 0.67 | -1.85 | -0.73 | -1.92 | 0.18 | -2.71 | -0.95 | -0.28 | -1.23 | -2.38 | -1.16 | -0.36 | -0.93 | -1.01 | 0.98 | -0.11 | -1.02 | 0.30 | -0.97 | -1.40 | 0.88 | 0.73 | 0.77 | -0.74 | -0.96 | -1.06 | -0.97 | -2.95 | 0.94 |
| Standard Deviation(%) | NA | 229.81 | 132.87 | 103.46 | 74.37 | NA | NA | 44.91 | 330.72 | 12.60 | 13.06 | 24.14 | 13.10 | 34.25 | 12.52 | 17.07 | 6.66 | 13.11 | 15.52 | 11.39 | 11.59 | 12.71 | 23.24 | 18.07 | 27.07 | 40.64 | 16.00 | 10.07 | 12.05 | 11.05 | 17.43 | 27.08 | 22.27 | 22.94 | 18.54 | 22.30 | 20.23 | 13.51 | 8.12 | 12.56 |
| Draw Down(%) | NA | 80.21 | 80.21 | 80.21 | 80.21 | NA | NA | 94.17 | 80.21 | 17.85 | 15.59 | 15.20 | 25.68 | 44.50 | 24.66 | 12.52 | 17.90 | 21.84 | 12.74 | 19.93 | 27.59 | 17.16 | 15.80 | 21.04 | 44.33 | 19.87 | 9.52 | 11.60 | 9.08 | 12.64 | 29.89 | 18.51 | 17.87 | 12.51 | 13.24 | 22.21 | 23.75 | 17.39 | 21.35 | 7.59 |
| Yield(%) | 0.00 | 6.15 | 2.27 | 1.08 | 1.97 | 0.50 | 3.59 | 3.03 | 0.00 | 5.47 | 2.31 | 0.00 | 0.00 | 0.31 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.11 | 2.26 | 20.31 | 2.74 | 7.22 | 0.00 | 3.21 | 3.26 | 2.25 | 4.90 | 2.31 | 2.29 | 3.17 | 2.64 | 1.94 | 7.48 |
Data as of 07/03/2025, AR inception is 02/02/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYURX (INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS) |
-24.87%
Feb 2009 - Feb 2012 |
-22.33%
Feb 2009 - Feb 2014 |
-16.74%
Feb 2009 - Feb 2019 |
-15.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYURX (INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS) |
22.63%
Mar 2000 - Mar 2003 |
9.47%
Feb 2004 - Feb 2009 |
6.37%
Feb 1999 - Feb 2009 |
-1.04%
Mar 1994 - Mar 2009 |
Annualized Rolling Returns Comparison Chart