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RYWZX: INVERSE EMERGING MARKETS 2X STRATEGY FUND CLASS C (MUTUAL FUND)
Basic Info 69.28 3.07(4.64%) June 05
| Asset Class: | Trading-Inverse Equity |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 11/01/2010 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.27% |
| Expenses | 2.48% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | -12.2 | -40.2 | -34.0 | -19.1 | -27.8 | -20.9 | -20.7 | -51.7 | -17.7 | -28.5 | 1.4 | 17.6 | -58.0 | -39.7 | 22.1 | -48.4 | -32.4 | 20.4 | -7.4 | -3.6 | -23.6 | 14.4 | -9.6 |
| Sharpe Ratio | NA | -0.59 | -1.04 | -0.88 | -0.45 | -0.63 | NA | -0.48 | -1.23 | -0.54 | -0.82 | 0.0 | 0.36 | -0.87 | -1.2 | 0.5 | -1.89 | -0.77 | 0.49 | -0.21 | -0.11 | -0.64 | 0.26 | -1.12 |
| Draw Down(%) | NA | 25.8 | 47.2 | 76.4 | 84.4 | 96.8 | NA | 98.2 | 60.2 | 43.9 | 30.3 | 36.3 | 30.0 | 77.9 | 42.3 | 23.1 | 50.3 | 56.5 | 29.2 | 48.4 | 35.1 | 31.8 | 32.9 | 14.7 |
| Standard Deviation(%) | NA | 48.7 | 41.3 | 42.2 | 48.3 | 46.6 | NA | 45.0 | 44.7 | 39.7 | 39.6 | 66.1 | 49.0 | 67.0 | 34.2 | 41.6 | 26.0 | 42.5 | 41.1 | 34.7 | 33.9 | 37.2 | 55.9 | 40.6 |
| Treynor Ratio | NA | 0.11 | 0.18 | 0.2 | 0.11 | 0.16 | NA | 0.11 | 0.33 | 0.12 | 0.16 | 0.0 | -0.08 | 0.36 | 0.19 | -0.11 | 0.22 | 0.12 | -0.1 | 0.04 | 0.02 | 0.1 | -0.06 | 0.15 |
| Alpha | NA | 0.1 | 0.02 | -0.01 | 0.04 | 0.01 | NA | 0.05 | -0.16 | 0.08 | 0.05 | -0.06 | 0.33 | -0.11 | 0.05 | 0.07 | -0.08 | 0.0 | 0.13 | 0.09 | 0.27 | 0.07 | 0.16 | 0.25 |
| Beta | NA | -2.68 | -2.38 | -1.9 | -1.9 | -1.84 | NA | -1.96 | -1.68 | -1.8 | -2.04 | -1.93 | -2.15 | -1.6 | -2.18 | -1.92 | -2.27 | -2.64 | -2.09 | -1.87 | -2.34 | -2.46 | -2.22 | -3.0 |
| RSquared | NA | 0.59 | 0.5 | 0.46 | 0.45 | 0.51 | NA | 0.56 | 0.5 | 0.33 | 0.46 | 0.52 | 0.33 | 0.67 | 0.63 | 0.62 | 0.34 | 0.66 | 0.62 | 0.38 | 0.59 | 0.72 | 0.85 | 0.83 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 48.1 | 4.1 | 2.3 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 766.5 | 27.9 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2010
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