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RYAIX: INVERSE NASDAQ-100 STRATEGY FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 98.73 0(0.0%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 09/24/1998 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.90% |
| Expenses | 1.55% |
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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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -16.8 | -27.0 | -19.0 | -14.6 | -19.2 | -18.5 | -16.7 | -15.4 | -15.6 | -15.6 | -31.7 | 35.9 | -24.9 | -41.0 | -27.7 | -2.6 | -24.5 | -9.3 | -11.9 | -18.7 | -28.5 | -18.3 | -9.8 | -20.7 | -40.3 | 48.6 | -11.7 | -1.1 | 1.2 | -11.6 | -36.9 | 35.5 | 15.1 | 24.2 | -53.7 | -28.1 |
| Sharpe Ratio | NA | -2.1 | -1.84 | -1.12 | -0.76 | -0.93 | NA | NA | -0.61 | -0.78 | -1.06 | -1.96 | 1.07 | -1.34 | -1.14 | -1.77 | -0.18 | -2.46 | -0.59 | -0.66 | -1.33 | -2.28 | -1.2 | -0.42 | -1.07 | -1.52 | 1.14 | -0.8 | -0.29 | -0.08 | -0.69 | -1.46 | 0.79 | 0.23 | 0.35 | -1.71 | -1.97 |
| Draw Down(%) | NA | 25.5 | 27.6 | 50.1 | 61.2 | 89.0 | NA | NA | 99.2 | 33.9 | 22.5 | 33.3 | 19.4 | 28.4 | 50.0 | 30.1 | 18.6 | 25.9 | 22.8 | 16.7 | 23.6 | 28.5 | 23.0 | 16.9 | 26.2 | 47.4 | 19.3 | 20.5 | 18.6 | 16.0 | 20.2 | 38.3 | 30.6 | 37.1 | 31.3 | 53.7 | 39.5 |
| Standard Deviation(%) | NA | 17.8 | 16.1 | 19.9 | 22.6 | 22.5 | NA | NA | 27.6 | 24.0 | 18.2 | 18.2 | 32.5 | 18.5 | 36.2 | 16.5 | 22.7 | 10.3 | 16.1 | 18.0 | 14.1 | 12.5 | 15.4 | 23.8 | 19.3 | 26.7 | 41.7 | 18.7 | 15.8 | 13.7 | 18.3 | 25.7 | 43.3 | 56.7 | 57.2 | 33.4 | 37.4 |
| Treynor Ratio | NA | 0.34 | 0.26 | 0.18 | 0.14 | 0.18 | NA | NA | 0.14 | 0.16 | 0.15 | 0.3 | -0.27 | 0.21 | 0.42 | 0.24 | 0.03 | 0.22 | 0.09 | 0.11 | 0.17 | 0.29 | 0.17 | 0.11 | 0.21 | 0.48 | -0.5 | 0.14 | 0.03 | 0.01 | 0.09 | 0.27 | -0.23 | -0.06 | -0.09 | 0.35 | 0.48 |
| Alpha | NA | -0.1 | -0.03 | -0.01 | -0.01 | -0.02 | NA | NA | -0.01 | 0.0 | 0.02 | -0.06 | 0.04 | 0.0 | -0.09 | 0.0 | -0.03 | -0.03 | 0.02 | -0.04 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | -0.09 | 0.04 | -0.04 | 0.05 | 0.02 | 0.02 | -0.01 | 0.03 | 0.01 | 0.04 | -0.15 | -0.06 |
| Beta | NA | -1.1 | -1.15 | -1.21 | -1.22 | -1.13 | NA | NA | -1.22 | -1.2 | -1.3 | -1.2 | -1.26 | -1.18 | -0.97 | -1.23 | -1.28 | -1.12 | -1.07 | -1.11 | -1.12 | -0.99 | -1.08 | -0.93 | -0.98 | -0.85 | -0.95 | -1.05 | -1.34 | -1.14 | -1.42 | -1.42 | -1.48 | -2.2 | -2.14 | -1.63 | -1.52 |
| RSquared | NA | 0.78 | 0.8 | 0.87 | 0.89 | 0.86 | NA | NA | 0.75 | 0.93 | 0.86 | 0.81 | 0.94 | 0.77 | 0.87 | 0.89 | 0.9 | 0.6 | 0.82 | 0.89 | 0.87 | 0.8 | 0.84 | 0.9 | 0.9 | 0.81 | 0.89 | 0.8 | 0.81 | 0.77 | 0.78 | 0.83 | 0.73 | 0.76 | 0.81 | 0.73 | 0.7 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 18.4 | 4.4 | 3.1 | 0.0 | 0.0 | 0.1 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.0 | 3.2 | 2.5 | 1.5 | 0.0 | 0.0 | 3.8 | 1.0 | 0.5 | 0.9 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 224.7 | -6.0 | N/A | N/A | -100.0 | -92.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -45.5 | 23.4 | 68.0 | N/A | N/A | -100.0 | 298.6 | 1200.0 | -72.8 | 800.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/1998
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