Inverse Mid Cap Strategy Fund Three Year Return

RYAGX Fund  USD 48.07  0.81  1.66%   
Inverse Mid Cap Strategy fundamentals help investors to digest information that contributes to Inverse Mid-cap'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 Mid-cap'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 Mid-cap mutual fund.
  
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Inverse Three Year Return Analysis

Inverse Mid-cap's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Inverse Mid-cap Three Year Return

    
  (6.79) %  
Most of Inverse Mid-cap's fundamental indicators, such as Three 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 Mid Cap Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Inverse Mid-cap Three Year Return Component Assessment

Based on the latest financial disclosure, Inverse Mid Cap Strategy has a Three Year Return of -6.7902%. This is much lower than that of the Rydex Funds family and significantly lower than that of the Family category. The three year return for all United States funds is notably higher than that of the company.

Inverse Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Inverse Mid-cap's direct or indirect competition against its Three 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 Mid-cap could also be used in its relative valuation, which is a method of valuing Inverse Mid-cap by comparing valuation metrics of similar companies.
Inverse Mid is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Inverse Mid-cap

The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments and bonds.
Asset allocation divides Inverse Mid-cap'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

About Inverse Mid-cap Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Inverse Mid Cap Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Inverse Mid-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Inverse Mid Cap Strategy 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Inverse Mid-cap in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Inverse Mid-cap's short interest history, or implied volatility extrapolated from Inverse Mid-cap options trading.

Currently Active Assets on Macroaxis

Check out Inverse Mid-cap Piotroski F Score and Inverse Mid-cap Altman Z Score analysis.
Note that the Inverse Mid-cap Strategy information on this page should be used as a complementary analysis to other Inverse Mid-cap'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Inverse Mutual Fund analysis

When running Inverse Mid-cap's price analysis, check to measure Inverse Mid-cap'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 Mid-cap is operating at the current time. Most of Inverse Mid-cap's value examination focuses on studying past and present price action to predict the probability of Inverse Mid-cap'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 Mid-cap's price. Additionally, you may evaluate how the addition of Inverse Mid-cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Inverse Mid-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Inverse Mid-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Inverse Mid-cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.