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RYAQX: INVERSE GOVERNMENT LONG BOND STRATEGY FUND CLASS A (MUTUAL FUND)
Basic Info 184.92 0(0.0%) June 05
| Asset Class: | Trading-Inverse Debt |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 03/31/2004 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 4.50% |
| Expenses | 3.49% |
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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 03/31/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 2.3 | 2.2 | 8.7 | 10.8 | -12.4 | -12.2 | -9.9 | -8.9 | 2.0 | 17.7 | 4.3 | 45.6 | 1.1 | -84.3 | -13.1 | 3.7 | -9.2 | -3.1 | -0.7 | -24.6 | 17.4 | -5.9 | -30.5 | -13.4 | 19.3 | -29.6 | 12.8 | 24.9 | -5.2 | -3.2 |
| Sharpe Ratio | NA | 0.33 | -0.04 | 0.4 | 0.51 | -0.26 | NA | NA | -0.26 | -0.08 | 1.03 | 0.04 | 2.03 | 0.06 | -0.52 | -1.07 | 0.23 | -0.91 | -0.23 | -0.04 | -2.17 | 1.23 | -0.39 | -1.44 | -0.79 | 0.81 | -1.39 | 0.45 | 1.25 | -0.68 | -0.48 |
| Draw Down(%) | NA | 4.4 | 6.8 | 16.8 | 16.8 | 88.6 | NA | NA | 95.4 | 8.3 | 11.9 | 16.8 | 15.9 | 19.0 | 85.7 | 22.1 | 8.4 | 12.0 | 19.4 | 10.5 | 25.4 | 9.0 | 19.8 | 36.0 | 23.5 | 16.4 | 34.2 | 16.5 | 10.1 | 10.7 | 14.2 |
| Standard Deviation(%) | NA | 9.1 | 9.4 | 13.6 | 16.3 | 53.8 | NA | NA | 38.3 | 11.7 | 13.6 | 18.2 | 21.8 | 16.1 | 163.9 | 13.6 | 10.1 | 10.8 | 14.5 | 17.2 | 11.3 | 14.1 | 15.3 | 21.3 | 17.0 | 23.8 | 22.0 | 21.5 | 17.3 | 10.9 | 11.2 |
| Treynor Ratio | NA | -0.14 | 0.04 | -0.47 | -1.99 | -0.84 | NA | NA | -0.37 | 0.26 | -3.0 | -0.04 | -7.96 | 0.06 | -2.21 | -0.3 | 0.15 | -0.18 | -0.08 | -0.02 | -0.54 | 0.64 | -0.08 | -0.47 | -0.26 | 0.71 | -1.26 | 0.22 | -1.85 | -2.56 | -1.25 |
| Alpha | NA | 0.03 | 0.01 | 0.03 | 0.04 | -0.03 | NA | NA | -0.03 | 0.0 | 0.06 | 0.02 | 0.15 | -0.01 | -0.43 | -0.11 | 0.01 | -0.08 | -0.03 | 0.0 | -0.13 | 0.04 | -0.07 | -0.15 | -0.08 | 0.05 | -0.1 | 0.04 | 0.09 | -0.03 | -0.02 |
| Beta | NA | -0.21 | -0.1 | -0.12 | -0.04 | 0.17 | NA | NA | 0.27 | -0.03 | -0.05 | -0.16 | -0.06 | 0.18 | 0.38 | 0.49 | 0.16 | 0.55 | 0.39 | 0.41 | 0.45 | 0.27 | 0.78 | 0.64 | 0.52 | 0.27 | 0.24 | 0.43 | -0.12 | 0.03 | 0.04 |
| RSquared | NA | 0.11 | 0.02 | 0.02 | 0.0 | 0.01 | NA | NA | 0.05 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.2 | 0.07 | 0.12 | 0.13 | 0.14 | 0.21 | 0.05 | 0.42 | 0.5 | 0.3 | 0.1 | 0.21 | 0.09 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.5 | 5.2 | 4.1 | 1.6 | 0.6 | 1.9 | N/A | 4.6 | 8.8 | 1.4 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 17.5 | 17.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -43.9 | 5842.5 | 5842.5 | -83.5 | N/A | N/A | N/A | -43.9 | 571.0 | 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 | -100.0 | 4.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2004
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