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RYTIX: TECHNOLOGY FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 335.65 6.4(1.94%) June 08
| Asset Class: | Technology |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 04/24/1998 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.24% |
| Expenses | 2.36% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.7 | 30.4 | 57.1 | 33.6 | 17.5 | 21.8 | 17.5 | 13.9 | 9.7 | 26.5 | 24.4 | 49.6 | -36.2 | 20.9 | 49.9 | 40.1 | -1.1 | 33.1 | 11.5 | 1.2 | 10.0 | 35.7 | 11.8 | -9.2 | 11.7 | 57.3 | -45.4 | 12.1 | 6.4 | 2.5 | 0.2 | 57.2 | -40.4 | -29.1 | -38.8 | 81.2 | 40.3 |
| Sharpe Ratio | NA | 2.68 | 2.27 | 1.2 | 0.53 | 0.79 | NA | NA | 0.29 | 0.83 | 0.97 | 2.26 | -1.03 | 0.99 | 1.3 | 2.09 | -0.11 | 2.82 | 0.63 | 0.07 | 0.6 | 2.65 | 0.69 | -0.34 | 0.56 | 2.01 | -1.11 | 0.51 | 0.18 | 0.02 | -0.04 | 2.02 | -0.93 | -0.61 | -0.92 | 2.34 | 1.7 |
| Draw Down(%) | NA | 15.3 | 15.7 | 27.9 | 42.8 | 42.8 | NA | NA | 84.0 | 27.9 | 15.2 | 13.4 | 40.2 | 12.2 | 31.7 | 11.3 | 23.2 | 4.8 | 16.6 | 16.3 | 12.2 | 6.4 | 16.0 | 24.7 | 16.7 | 19.8 | 54.5 | 11.5 | 19.3 | 14.6 | 28.1 | 17.1 | 58.1 | 57.3 | 51.6 | 14.7 | 23.3 |
| Standard Deviation(%) | NA | 28.0 | 23.4 | 24.5 | 26.8 | 25.3 | NA | NA | 28.1 | 28.7 | 21.5 | 20.6 | 36.8 | 21.2 | 38.0 | 18.5 | 23.0 | 11.6 | 17.8 | 17.4 | 16.6 | 13.5 | 17.3 | 27.4 | 20.8 | 28.5 | 41.7 | 17.6 | 16.8 | 13.8 | 21.2 | 28.0 | 44.7 | 52.1 | 46.7 | 33.2 | 35.3 |
| Treynor Ratio | NA | 0.71 | 0.51 | 0.3 | 0.14 | 0.2 | NA | NA | 0.08 | 0.24 | 0.22 | 0.44 | -0.36 | 0.2 | 0.53 | 0.38 | -0.03 | 0.33 | 0.11 | 0.01 | 0.09 | 0.35 | 0.12 | -0.09 | 0.11 | 0.57 | -0.45 | 0.09 | 0.03 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.02 | -0.01 | -0.02 | -0.03 | -0.03 | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.04 | 0.01 | -0.01 | -0.04 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.04 | 1.0 | 1.02 | 1.0 | NA | NA | 1.01 | 0.99 | 0.96 | 1.05 | 1.06 | 1.02 | 0.93 | 1.01 | 0.96 | 0.99 | 1.04 | 0.94 | 1.13 | 1.02 | 1.02 | 1.08 | 1.02 | 1.01 | 1.02 | 0.97 | 1.05 | 1.03 | 1.05 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.94 | 0.95 | 0.95 | 0.96 | NA | NA | 0.54 | 0.97 | 0.95 | 0.93 | 0.96 | 0.93 | 0.98 | 0.97 | 0.97 | 0.91 | 0.94 | 0.93 | 0.92 | 0.92 | 0.93 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.97 | 0.98 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.3 | 5.5 | 3.6 | 3.1 | 8.3 | 2.3 | 0.6 | 5.0 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 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 | N/A | -71.3 | 117.8 | -30.5 | -56.7 | 403.6 | 416.6 | -88.0 | 275.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 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 04/23/1998
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