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RYVLX: NASDAQ-100(R) 2X STRATEGY FUND A (MUTUAL FUND)
Basic Info 746.23 18.98(2.48%) November 13
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 09/01/2004 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 6.66% |
| Expenses | 1.79% |
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Performance Analytics (As of 11/06/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.9 | 12.2 | 8.6 | 35.8 | 11.7 | 31.3 | 30.4 | 22.7 | 21.8 | 29.5 | 41.9 | 116.1 | -60.6 | 53.3 | 88.2 | 80.7 | -9.2 | 68.9 | 9.0 | 13.7 | 36.5 | 87.7 | 28.7 | -0.9 | 36.4 | 118.5 | -72.8 | 29.0 | 7.9 | -3.6 | 35.8 |
| Sharpe Ratio | NA | 0.09 | 0.06 | 0.72 | 0.16 | 0.62 | NA | NA | 0.47 | 0.57 | 1.05 | 3.16 | -0.95 | 1.44 | 1.19 | 2.42 | -0.23 | 3.34 | 0.27 | 0.38 | 1.29 | 3.39 | 0.94 | -0.02 | 0.93 | 2.26 | -0.88 | 0.69 | 0.14 | -0.21 | 4.67 |
| Draw Down(%) | NA | 28.2 | 28.2 | 42.5 | 63.8 | 63.8 | NA | NA | 83.3 | 41.9 | 26.3 | 22.7 | 63.2 | 21.1 | 51.6 | 21.3 | 42.7 | 9.9 | 26.8 | 26.7 | 16.2 | 11.8 | 22.5 | 30.8 | 30.3 | 34.7 | 79.4 | 21.9 | 34.8 | 26.1 | 7.0 |
| Standard Deviation(%) | NA | 43.9 | 42.5 | 41.8 | 46.9 | 46.1 | NA | NA | 44.0 | 46.6 | 36.6 | 36.0 | 65.1 | 37.1 | 73.8 | 32.7 | 45.7 | 20.6 | 32.5 | 35.8 | 28.2 | 25.9 | 30.6 | 47.8 | 39.0 | 52.3 | 83.4 | 37.4 | 31.6 | 27.8 | 31.9 |
| Treynor Ratio | NA | 0.01 | 0.01 | 0.12 | 0.03 | 0.12 | NA | NA | 0.1 | 0.11 | 0.14 | 0.45 | -0.24 | 0.21 | 0.46 | 0.32 | -0.04 | 0.28 | 0.04 | 0.06 | 0.16 | 0.42 | 0.13 | 0.0 | 0.18 | 0.66 | -0.38 | 0.13 | 0.02 | -0.02 | 0.56 |
| Alpha | NA | -0.04 | -0.05 | -0.04 | -0.02 | 0.01 | NA | NA | 0.02 | -0.01 | -0.06 | 0.11 | -0.1 | -0.06 | 0.18 | -0.01 | 0.04 | 0.03 | -0.05 | 0.06 | 0.02 | 0.03 | -0.02 | 0.01 | 0.03 | 0.17 | -0.09 | 0.09 | -0.1 | -0.04 | 0.08 |
| Beta | NA | 2.86 | 2.84 | 2.61 | 2.6 | 2.32 | NA | NA | 2.14 | 2.45 | 2.72 | 2.54 | 2.6 | 2.48 | 1.89 | 2.49 | 2.53 | 2.45 | 2.26 | 2.18 | 2.28 | 2.07 | 2.18 | 1.94 | 2.04 | 1.79 | 1.92 | 2.07 | 2.83 | 2.36 | 2.65 |
| RSquared | NA | 0.82 | 0.83 | 0.89 | 0.9 | 0.85 | NA | NA | 0.84 | 0.95 | 0.89 | 0.85 | 0.94 | 0.77 | 0.8 | 0.9 | 0.9 | 0.64 | 0.84 | 0.9 | 0.85 | 0.77 | 0.82 | 0.9 | 0.9 | 0.86 | 0.89 | 0.79 | 0.81 | 0.76 | 0.72 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.7 | 8.0 | 0.0 | 0.0 | 8.7 | 14.9 | 8.8 | 0.0 | 20.7 | 0.4 | 4.7 | 5.1 | 10.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 50.2 | N/A | N/A | -100.0 | -5.1 | 196.1 | N/A | -100.0 | 1195.1 | -91.8 | 22.4 | -26.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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