Inverse Sp 500 Fund Quote
| RYARX Fund | USD 21.00 0.09 0.43% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Inverse Sp is trading at 21.00 as of the 29th of November 2024; that is 0.43% up since the beginning of the trading day. The fund's open price was 20.91. Inverse Sp has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Inverse Sp 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund 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. More on Inverse Sp 500
Moving against Inverse Mutual Fund
Inverse Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Blend Funds, Trading--Inverse Equity Funds, Trading--Inverse Equity, Rydex Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Inverse Sp 500 [RYARX] is traded in USA and was established 29th of November 2024. Inverse Sp is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Inverse Equity category and is part of Rydex Funds family. This fund at this time has accumulated 50.76 M in assets with minimum initial investment of 2.5 K. Inverse Sp 500 is currently producing year-to-date (YTD) return of 0.04% with the current yeild of 0.03%, while the total return for the last 3 years was -6.04%.
Check Inverse Sp Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Inverse Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Inverse Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Inverse Sp 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Inverse Sp 500 Mutual Fund Constituents
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond |
Inverse Sp 500 Risk Profiles
| Mean Deviation | 0.5401 | |||
| Standard Deviation | 0.772 | |||
| Variance | 0.5959 | |||
| Risk Adjusted Performance | (0.07) |
Inverse Sp Against Markets
Other Information on Investing in Inverse Mutual Fund
Inverse Sp financial ratios help investors to determine whether Inverse Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Inverse with respect to the benefits of owning Inverse Sp security.
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