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AFBIX: ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 27.36 0.14(0.51%) June 05
| Asset Class: | Trading-Inverse Debt |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 04/28/2005 |
| Last Dividend Date: | 04/29/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.78% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | -0.4 | -3.7 | -4.4 | -1.9 | -4.4 | -6.9 | -7.7 | -7.6 | -5.2 | -3.1 | -6.3 | 7.9 | -4.4 | -6.6 | -12.6 | -0.4 | -4.5 | -13.6 | -4.9 | -7.0 | -16.1 | -17.6 | -10.6 | -20.2 | -19.6 | -0.0 | 0.6 | -3.5 | -6.4 |
| Sharpe Ratio | NA | -0.77 | -1.64 | -1.34 | -0.61 | -0.76 | NA | NA | -1.09 | -1.49 | -1.88 | -1.38 | 0.56 | -1.07 | -0.4 | -3.45 | -0.42 | -1.3 | -2.31 | -0.9 | -1.46 | -2.29 | -2.38 | -0.91 | -2.15 | -1.54 | -0.09 | -0.4 | -1.64 | -2.04 |
| Draw Down(%) | NA | 3.0 | 4.4 | 17.4 | 21.4 | 36.4 | NA | NA | 82.0 | 8.3 | 7.9 | 9.4 | 9.7 | 6.0 | 21.1 | 12.8 | 4.9 | 5.2 | 15.2 | 6.7 | 8.6 | 16.1 | 18.2 | 10.9 | 22.3 | 30.7 | 11.3 | 9.3 | 6.7 | 8.1 |
| Standard Deviation(%) | NA | 4.6 | 3.9 | 5.7 | 7.3 | 8.0 | NA | NA | 8.1 | 5.5 | 5.1 | 7.7 | 11.7 | 4.1 | 17.0 | 4.1 | 4.2 | 4.0 | 6.0 | 5.5 | 4.8 | 7.0 | 7.5 | 11.6 | 9.4 | 12.8 | 10.6 | 6.1 | 4.1 | 5.7 |
| Treynor Ratio | NA | 0.13 | 0.26 | 0.28 | 0.15 | 0.18 | NA | NA | 0.32 | 0.33 | 0.39 | 0.27 | -0.18 | 0.2 | 0.17 | 0.64 | 0.1 | 0.26 | 0.42 | 0.22 | 0.26 | 0.36 | 0.39 | 0.27 | 0.53 | 0.77 | 0.08 | 0.1 | 0.29 | 0.43 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | -0.04 | -0.01 | -0.01 | -0.04 | -0.02 | -0.01 | -0.02 | -0.05 | -0.03 | -0.06 | -0.06 | -0.02 | -0.01 | -0.02 | -0.03 |
| Beta | NA | -0.27 | -0.24 | -0.27 | -0.31 | -0.33 | NA | NA | -0.28 | -0.25 | -0.25 | -0.39 | -0.36 | -0.22 | -0.41 | -0.22 | -0.17 | -0.2 | -0.33 | -0.22 | -0.26 | -0.45 | -0.46 | -0.4 | -0.38 | -0.26 | -0.12 | -0.24 | -0.23 | -0.27 |
| RSquared | NA | 0.67 | 0.59 | 0.51 | 0.5 | 0.55 | NA | NA | 0.43 | 0.72 | 0.38 | 0.44 | 0.54 | 0.48 | 0.7 | 0.46 | 0.5 | 0.11 | 0.52 | 0.39 | 0.39 | 0.49 | 0.61 | 0.63 | 0.54 | 0.29 | 0.23 | 0.38 | 0.32 | 0.21 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2005
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