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RYMHX: INVERSE MID-CAP STRATEGY FUND CLASS H (MUTUAL FUND)
Basic Info 28.75 0(0.0%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 02/20/2004 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 19.97% |
| Expenses | 2.43% |
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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 02/20/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | -9.4 | -10.6 | -7.7 | -4.6 | -23.8 | -20.7 | -17.2 | -16.4 | 1.0 | -6.2 | -9.0 | 9.2 | -23.7 | -85.1 | -19.9 | 11.9 | -14.2 | -18.7 | -2.0 | -11.8 | -27.7 | -18.1 | -7.6 | -25.3 | -35.5 | 37.7 | 2.3 | 15.5 | -5.3 | -12.7 |
| Sharpe Ratio | NA | -1.39 | -0.85 | -0.46 | -0.31 | -0.46 | NA | NA | -0.43 | -0.09 | -0.31 | -0.73 | 0.3 | -1.32 | -0.52 | -1.49 | 0.65 | -1.55 | -1.19 | -0.14 | -0.91 | -2.08 | -1.2 | -0.27 | -1.21 | -1.1 | 0.85 | -0.06 | 0.53 | -0.59 | -1.13 |
| Draw Down(%) | NA | 12.1 | 15.8 | 29.7 | 32.5 | 93.9 | NA | NA | 99.0 | 21.2 | 17.2 | 16.6 | 17.0 | 25.9 | 85.2 | 21.6 | 12.6 | 14.7 | 29.4 | 10.3 | 17.6 | 27.7 | 19.0 | 19.3 | 28.8 | 50.3 | 25.8 | 11.3 | 11.0 | 15.2 | 17.7 |
| Standard Deviation(%) | NA | 16.6 | 15.6 | 24.0 | 23.2 | 55.6 | NA | NA | 40.8 | 21.2 | 31.7 | 17.5 | 25.8 | 18.0 | 165.0 | 14.3 | 16.1 | 9.6 | 15.9 | 14.8 | 12.9 | 13.3 | 15.2 | 28.5 | 20.9 | 32.4 | 43.0 | 16.2 | 22.7 | 12.8 | 13.8 |
| Treynor Ratio | NA | 0.26 | 0.14 | 0.11 | 0.07 | 0.24 | NA | NA | 0.17 | 0.02 | 0.09 | 0.11 | -0.08 | 0.21 | 0.78 | 0.21 | -0.12 | 0.12 | 0.17 | 0.02 | 0.11 | 0.25 | 0.17 | 0.07 | 0.23 | 0.32 | -0.36 | 0.01 | -0.1 | 0.07 | 0.14 |
| Alpha | NA | -0.03 | 0.03 | 0.04 | 0.02 | -0.01 | NA | NA | -0.01 | 0.06 | 0.06 | 0.05 | -0.04 | 0.01 | -0.29 | 0.02 | 0.03 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | 0.02 | 0.11 | -0.01 | -0.02 |
| Beta | NA | -0.89 | -0.95 | -1.02 | -1.02 | -1.05 | NA | NA | -1.06 | -1.0 | -1.06 | -1.12 | -0.99 | -1.14 | -1.09 | -1.03 | -0.91 | -1.25 | -1.12 | -0.93 | -1.06 | -1.11 | -1.1 | -1.15 | -1.09 | -1.13 | -1.02 | -0.96 | -1.26 | -1.11 | -1.14 |
| RSquared | NA | 0.59 | 0.58 | 0.41 | 0.58 | 0.32 | NA | NA | 0.52 | 0.82 | 0.18 | 0.76 | 0.92 | 0.75 | 0.18 | 0.84 | 0.91 | 0.84 | 0.92 | 0.93 | 0.92 | 0.9 | 0.91 | 0.97 | 0.96 | 0.96 | 0.95 | 0.89 | 0.31 | 0.84 | 0.91 |
| Yield(%) | N/A | 0.0 | 20.0 | 11.3 | 6.8 | 1.5 | 0.5 | 1.5 | N/A | 20.4 | 16.4 | 6.6 | 0.0 | 0.0 | 0.5 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 5.4 | 21.6 | 4.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -4.9 | 4127.7 | 1527.1 | -85.9 | N/A | N/A | N/A | -4.9 | 109.3 | N/A | N/A | -100.0 | -37.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -94.2 | -77.6 | 325.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2004
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