Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMQCX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS C) | 30.30% | 66.25% | 45.14% | 22.52% | 36.17% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMQCX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS C) | 12/04/2014 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.76 | 66.25 | 45.14 | 22.52 | 36.17 | NA | NA | … | … | 30.30 | 32.95 | 43.62 | 114.32 | -60.26 | 55.19 | 99.55 | 79.43 | -7.96 | 68.52 | 10.72 | 18.96 | -3.65 |
| Sharpe Ratio | NA | 1.83 | 0.94 | 0.42 | 0.72 | NA | NA | … | … | 1.95 | 0.62 | 0.82 | 3.14 | -0.92 | 1.49 | 1.27 | 2.38 | -0.20 | 3.34 | 0.31 | 0.51 | -1.13 |
| Standard Deviation(%) | NA | 34.67 | 44.65 | 48.53 | 47.76 | NA | NA | … | … | 39.90 | 48.40 | 48.81 | 35.61 | 67.26 | 37.00 | 77.54 | 32.76 | 47.80 | 20.41 | 33.46 | 37.24 | 35.75 |
| Draw Down(%) | NA | 25.17 | 53.61 | 63.51 | 63.51 | NA | NA | … | … | 23.48 | 42.42 | 26.94 | 22.45 | 63.13 | 20.56 | 50.87 | 21.69 | 43.69 | 9.76 | 26.45 | 27.71 | 10.39 |
| Yield(%) | 0.00 | 37.96 | 32.05 | 17.56 | 69.20 | 48.79 | 36.60 | … | … | 0.00 | 39.70 | 33.94 | 8.46 | 0.00 | 3.62 | 10.16 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMQCX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS C) |
5.56%
Oct 2021 – Oct 2024 |
15.24%
Dec 2017 – Dec 2022 |
26.41%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMQCX (MONTHLY REBALANCE NASDAQ-100 2X STRATEGY FUND CLASS C) |
77.12%
Dec 2018 – Dec 2021 |
53.85%
Dec 2016 – Dec 2021 |
36.21%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart