Inverse Russell 2000 Fund Ten Year Return
RYAFX Fund | USD 49.27 0.21 0.42% |
Inverse Russell 2000 fundamentals help investors to digest information that contributes to Inverse Russell's financial success or failures. It also enables traders to predict the movement of Inverse Mutual Fund. The fundamental analysis module provides a way to measure Inverse Russell's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Inverse Russell mutual fund.
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Inverse Ten Year Return Analysis
Inverse Russell's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Inverse Russell Ten Year Return | (13.46) % |
Most of Inverse Russell's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Inverse Russell 2000 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Inverse Russell Ten Year Return Component Assessment
Based on the latest financial disclosure, Inverse Russell 2000 has a Ten Year Return of -13.46%. This is much lower than that of the Rydex Funds family and significantly lower than that of the Family category. The ten year return for all United States funds is notably higher than that of the company.
Inverse Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Inverse Russell's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Inverse Russell could also be used in its relative valuation, which is a method of valuing Inverse Russell by comparing valuation metrics of similar companies.Inverse Russell is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Inverse Russell
.Asset allocation divides Inverse Russell's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Inverse Fundamentals
Total Asset | 460 K | ||||
Annual Yield | 0.08 % | ||||
Year To Date Return | 0.80 % | ||||
One Year Return | (12.96) % | ||||
Three Year Return | (1.20) % | ||||
Five Year Return | (12.01) % | ||||
Ten Year Return | (13.46) % | ||||
Net Asset | 5.27 M | ||||
Minimum Initial Investment | 2.5 K | ||||
Last Dividend Paid | 0.05 | ||||
Cash Position Weight | 53.63 % | ||||
Bond Positions Weight | 24.25 % |
About Inverse Russell Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Inverse Russell 2000's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Inverse Russell using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Inverse Russell 2000 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund employs as its investment strategy a program of engaging in short sales of securities included in the underlying index and investing to a significant extent in derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The fund is non-diversified.
Currently Active Assets on Macroaxis
Check out Inverse Russell Piotroski F Score and Inverse Russell Altman Z Score analysis. Note that the Inverse Russell 2000 information on this page should be used as a complementary analysis to other Inverse Russell's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Complementary Tools for Inverse Mutual Fund analysis
When running Inverse Russell's price analysis, check to measure Inverse Russell's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Inverse Russell is operating at the current time. Most of Inverse Russell's value examination focuses on studying past and present price action to predict the probability of Inverse Russell's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Inverse Russell's price. Additionally, you may evaluate how the addition of Inverse Russell to your portfolios can decrease your overall portfolio volatility.
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