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AFBSX: ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 22.4 0.11(0.49%) June 05
| Asset Class: | Trading-Inverse Debt |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 04/28/2005 |
| Last Dividend Date: | 12/20/2007 |
| 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 | -0.8 | -4.6 | -5.3 | -2.9 | -5.2 | -7.8 | -8.6 | -8.5 | -6.2 | -4.0 | -7.2 | 6.7 | -5.3 | -7.5 | -13.5 | -1.4 | -4.9 | -14.4 | -5.9 | -7.9 | -16.9 | -18.5 | -11.7 | -21.0 | -20.4 | -1.0 | -0.5 | -4.4 | -7.1 |
| Sharpe Ratio | NA | -0.97 | -1.89 | -1.51 | -0.74 | -0.86 | NA | NA | -1.2 | -1.67 | -1.48 | -1.42 | 0.46 | -1.31 | -0.45 | -3.68 | -0.65 | -1.34 | -2.39 | -1.07 | -1.63 | -2.43 | -2.5 | -1.01 | -2.21 | -1.6 | -0.18 | -0.59 | -1.9 | -2.24 |
| Draw Down(%) | NA | 3.2 | 5.3 | 19.5 | 24.2 | 42.1 | NA | NA | 85.0 | 8.9 | 8.3 | 9.6 | 9.9 | 6.8 | 21.7 | 13.7 | 5.6 | 5.5 | 16.0 | 7.5 | 9.4 | 16.9 | 19.0 | 11.9 | 22.8 | 31.3 | 11.3 | 9.5 | 7.1 | 8.7 |
| 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 | 4.3 | 4.2 | 6.1 | 5.5 | 4.9 | 7.0 | 7.4 | 11.6 | 9.5 | 12.8 | 10.6 | 6.1 | 4.1 | 5.7 |
| Treynor Ratio | NA | 0.17 | 0.3 | 0.32 | 0.18 | 0.21 | NA | NA | 0.35 | 0.38 | 0.3 | 0.28 | -0.15 | 0.25 | 0.19 | 0.68 | 0.16 | 0.29 | 0.44 | 0.26 | 0.29 | 0.39 | 0.41 | 0.3 | 0.54 | 0.81 | 0.16 | 0.15 | 0.34 | 0.47 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | -0.01 | -0.01 | -0.05 | -0.02 | -0.02 | -0.02 | -0.05 | -0.04 | -0.07 | -0.06 | -0.02 | -0.01 | -0.02 | -0.04 |
| Beta | NA | -0.27 | -0.24 | -0.27 | -0.3 | -0.33 | NA | NA | -0.28 | -0.25 | -0.25 | -0.39 | -0.35 | -0.22 | -0.41 | -0.22 | -0.18 | -0.19 | -0.34 | -0.22 | -0.27 | -0.44 | -0.46 | -0.39 | -0.39 | -0.25 | -0.12 | -0.24 | -0.23 | -0.27 |
| RSquared | NA | 0.66 | 0.58 | 0.51 | 0.5 | 0.55 | NA | NA | 0.43 | 0.71 | 0.38 | 0.44 | 0.54 | 0.48 | 0.7 | 0.45 | 0.48 | 0.1 | 0.52 | 0.4 | 0.39 | 0.48 | 0.62 | 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 | 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 | 3.0 | 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 | 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 | 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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