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RYJAX: INVERSE GOVERNMENT LONG BOND STRATEGY FUND ADVISOR (MUTUAL FUND)
Basic Info
| Asset Class: | Trading-Inverse Debt |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/31/2003 |
| Last Dividend Date: | 12/06/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.91% |
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Performance Analytics (As of 09/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/31/2003 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | -11.7 | -4.4 | -9.2 | -8.4 | -8.6 | -2.0 | -24.6 | 17.5 | -6.0 | -31.0 | -13.5 | 19.0 | -29.7 | -4.8 | 7.8 | -5.4 | -9.2 | -6.5 |
| Sharpe Ratio | NA | -0.68 | -0.31 | -0.56 | -0.55 | -0.59 | -0.15 | -2.18 | 1.23 | -0.4 | -1.46 | -0.8 | 0.79 | -1.39 | -0.65 | 0.47 | -0.71 | -0.91 | -1.08 |
| Draw Down(%) | NA | 18.9 | 33.4 | 51.5 | 67.9 | 69.7 | 10.5 | 25.5 | 9.1 | 19.8 | 36.1 | 23.6 | 16.6 | 34.3 | 16.7 | 10.3 | 10.8 | 14.4 | 9.4 |
| Standard Deviation(%) | NA | 17.1 | 14.4 | 16.5 | 17.0 | 16.2 | 18.4 | 11.3 | 14.1 | 15.3 | 21.3 | 17.0 | 23.8 | 22.0 | 12.2 | 9.3 | 10.9 | 11.2 | 14.2 |
| Treynor Ratio | NA | -0.26 | -0.1 | -0.16 | -0.26 | -0.28 | -0.06 | -0.55 | 0.64 | -0.08 | -0.48 | -0.26 | 0.69 | -1.26 | -0.24 | -0.51 | -2.84 | -1.87 | -0.47 |
| Alpha | NA | -0.04 | -0.03 | -0.06 | -0.04 | -0.05 | 0.01 | -0.13 | 0.04 | -0.07 | -0.15 | -0.08 | 0.05 | -0.1 | -0.03 | 0.02 | -0.03 | -0.04 | -0.1 |
| Beta | NA | 0.45 | 0.43 | 0.56 | 0.35 | 0.34 | 0.46 | 0.45 | 0.27 | 0.78 | 0.64 | 0.52 | 0.27 | 0.24 | 0.33 | -0.09 | 0.03 | 0.05 | 0.32 |
| RSquared | NA | 0.16 | 0.14 | 0.28 | 0.19 | 0.17 | 0.16 | 0.21 | 0.05 | 0.42 | 0.5 | 0.31 | 0.1 | 0.2 | 0.18 | 0.01 | 0.0 | 0.0 | 0.07 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 3.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | 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 | 4.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2003
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