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GRZZX: GRIZZLY SHORT FUND NO LOAD (MUTUAL FUND)
Basic Info 19.23 0.27(1.42%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/19/2000 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 33.51% |
| Expenses | 2.81% |
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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 | Since 06/19/2000 |
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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | -4.3 | 384.2 | 92.3 | 50.6 | 7.6 | 0.5 | -0.1 | -0.1 | 444.7 | 26.9 | -2.1 | 22.4 | -15.9 | -41.3 | -29.4 | 0.5 | -19.8 | -14.4 | 3.8 | -11.0 | -26.6 | -21.1 | -1.9 | -23.2 | -47.2 | 79.0 | 25.5 | 8.3 | 4.0 | -14.2 | -30.8 | 15.5 | 19.3 | 17.0 |
| Sharpe Ratio | NA | -0.8 | 2.68 | 1.06 | 0.72 | 0.12 | NA | NA | -0.04 | 3.11 | 1.02 | -0.33 | 0.73 | -1.13 | -1.13 | -1.82 | -0.05 | -2.37 | -0.74 | 0.22 | -0.81 | -1.98 | -1.22 | -0.07 | -1.07 | -1.18 | 1.66 | 1.06 | 0.31 | 0.14 | -1.0 | -1.71 | 0.47 | 0.53 | 0.77 |
| Draw Down(%) | NA | 13.9 | 13.9 | 17.5 | 22.3 | 76.8 | NA | NA | 96.4 | 17.5 | 9.9 | 14.6 | 18.5 | 21.8 | 59.9 | 31.5 | 18.5 | 20.3 | 30.7 | 13.7 | 15.9 | 26.6 | 22.9 | 19.9 | 26.2 | 60.0 | 26.7 | 8.9 | 9.3 | 11.4 | 19.1 | 38.2 | 22.4 | 26.5 | 23.8 |
| Standard Deviation(%) | NA | 15.2 | 142.4 | 84.2 | 66.9 | 49.6 | NA | NA | 36.8 | 143.4 | 22.8 | 17.8 | 28.9 | 14.1 | 36.7 | 17.0 | 16.9 | 8.7 | 19.7 | 17.4 | 13.7 | 13.5 | 17.5 | 28.0 | 21.7 | 40.0 | 46.8 | 21.3 | 15.8 | 12.5 | 15.2 | 18.5 | 30.6 | 32.3 | 38.9 |
| Treynor Ratio | NA | 0.13 | -1.76 | -0.72 | -0.42 | -0.06 | NA | NA | 0.01 | -3.06 | -0.24 | 0.06 | -0.19 | 0.17 | 0.42 | 0.25 | 0.01 | 0.2 | 0.11 | -0.04 | 0.11 | 0.25 | 0.17 | 0.02 | 0.21 | 0.34 | -0.71 | -0.2 | -0.05 | -0.02 | 0.12 | 0.29 | -0.13 | -0.13 | -0.26 |
| Alpha | NA | 0.02 | 1.47 | 0.56 | 0.34 | 0.16 | NA | NA | 0.07 | 1.43 | 0.16 | 0.07 | 0.0 | 0.02 | -0.09 | -0.01 | -0.02 | -0.01 | 0.01 | 0.03 | 0.01 | 0.01 | -0.01 | 0.03 | -0.02 | -0.06 | 0.1 | 0.1 | 0.07 | 0.03 | 0.0 | -0.02 | -0.03 | 0.02 | 0.03 |
| Beta | NA | -0.92 | -2.16 | -1.23 | -1.15 | -1.07 | NA | NA | -1.13 | -1.46 | -0.98 | -1.04 | -1.12 | -0.94 | -0.99 | -1.23 | -0.93 | -1.03 | -1.34 | -1.01 | -1.05 | -1.09 | -1.24 | -1.12 | -1.12 | -1.37 | -1.09 | -1.13 | -1.0 | -0.99 | -1.24 | -1.07 | -1.14 | -1.34 | -1.13 |
| RSquared | NA | 0.75 | 0.01 | 0.01 | 0.02 | 0.04 | NA | NA | 0.12 | 0.01 | 0.29 | 0.63 | 0.94 | 0.84 | 0.87 | 0.84 | 0.86 | 0.7 | 0.84 | 0.79 | 0.81 | 0.84 | 0.86 | 0.95 | 0.93 | 0.93 | 0.9 | 0.72 | 0.43 | 0.7 | 0.87 | 0.91 | 0.86 | 0.86 | 0.4 |
| Yield(%) | N/A | 1.5 | 33.7 | 26.8 | 17.8 | 2.5 | 0.8 | 2.8 | N/A | 36.4 | 34.8 | 20.3 | 0.0 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.2 | 20.2 | 24.6 | 9.3 | 0.3 | 0.0 | 12.4 | 11.8 | 15.5 |
| Dividend Growth(%) | N/A | -84.5 | -10.7 | 1185.0 | 3832.7 | -86.5 | N/A | N/A | N/A | -11.5 | 32.0 | 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 | -100.0 | -38.3 | -31.8 | 144.4 | 2639.1 | N/A | -100.0 | 8.8 | -20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
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