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RYIRX: INVERSE RUSSELL 2000 2X STRATEGY FUND H-CLASS SHARES (MUTUAL FUND)
Basic Info 65.3 2.04(3.22%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 06/01/2006 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.54% |
| Expenses | 1.76% |
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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 06/01/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | -27.6 | -49.2 | -30.1 | 8.9 | -17.2 | -21.1 | -23.5 | -23.3 | -25.7 | -19.4 | 193.5 | 27.9 | -36.1 | -60.0 | -38.8 | 19.0 | -26.6 | -38.1 | -3.9 | -18.7 | -54.8 | -31.9 | -23.6 | -49.9 | -59.1 | 10.1 | 1.9 | -13.5 |
| Sharpe Ratio | NA | -1.39 | -1.35 | -0.78 | 0.08 | -0.3 | NA | NA | -0.42 | -0.62 | -0.55 | 1.36 | 0.47 | -0.82 | -0.72 | -1.25 | 0.49 | -1.14 | -1.03 | -0.12 | -0.57 | -1.79 | -0.95 | -0.36 | -1.0 | -0.82 | 0.1 | -0.03 | -0.67 |
| Draw Down(%) | NA | 32.4 | 50.8 | 73.0 | 73.0 | 92.8 | NA | NA | 99.9 | 56.4 | 40.2 | 38.3 | 35.1 | 46.0 | 82.8 | 40.9 | 30.7 | 28.8 | 57.8 | 24.1 | 29.0 | 54.8 | 35.0 | 42.0 | 56.0 | 78.6 | 54.9 | 22.0 | 29.9 |
| Standard Deviation(%) | NA | 39.7 | 38.4 | 42.6 | 75.7 | 63.4 | NA | NA | 58.6 | 46.6 | 41.6 | 141.7 | 56.4 | 44.1 | 84.0 | 32.1 | 35.9 | 24.0 | 37.1 | 33.1 | 32.5 | 30.6 | 33.8 | 65.5 | 50.1 | 71.8 | 95.4 | 41.3 | 38.1 |
| Treynor Ratio | NA | 0.23 | 0.2 | 0.14 | -0.03 | 0.09 | NA | NA | 0.11 | 0.13 | 0.09 | 4.55 | -0.12 | 0.14 | 0.26 | 0.18 | -0.09 | 0.09 | 0.15 | 0.02 | 0.08 | 0.22 | 0.14 | 0.09 | 0.2 | 0.24 | -0.04 | 0.0 | 0.08 |
| Alpha | NA | -0.11 | -0.03 | 0.04 | 0.27 | 0.14 | NA | NA | 0.07 | 0.04 | 0.13 | 1.02 | -0.02 | 0.11 | 0.0 | 0.06 | 0.05 | 0.11 | -0.04 | 0.02 | 0.06 | -0.01 | 0.02 | 0.02 | -0.05 | 0.03 | -0.12 | 0.06 | 0.11 |
| Beta | NA | -2.42 | -2.61 | -2.36 | -1.93 | -2.12 | NA | NA | -2.26 | -2.19 | -2.57 | 0.42 | -2.15 | -2.64 | -2.27 | -2.3 | -1.96 | -2.97 | -2.51 | -1.98 | -2.45 | -2.48 | -2.38 | -2.61 | -2.55 | -2.42 | -2.18 | -2.45 | -3.36 |
| RSquared | NA | 0.76 | 0.73 | 0.72 | 0.06 | 0.15 | NA | NA | 0.3 | 0.82 | 0.65 | 0.0 | 0.9 | 0.68 | 0.86 | 0.82 | 0.84 | 0.76 | 0.84 | 0.84 | 0.78 | 0.85 | 0.86 | 0.95 | 0.91 | 0.91 | 0.88 | 0.89 | 0.91 |
| Yield(%) | N/A | 0.0 | 2.6 | 4.3 | 12.0 | 2.4 | 5.8 | 2.0 | N/A | 13.8 | 3.5 | 7.8 | 0.0 | 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 | 30.0 | 2.9 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 192.8 | N/A | 3097.1 | -59.8 | N/A | N/A | N/A | 192.8 | 29.8 | 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 | -100.0 | -99.9 | 957.5 | 106.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2006
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