Inverse Russell 2000 Fund Quote
| RYAFX Fund | USD 147.61 0.90 0.61% |
PerformanceOK
| Odds Of DistressLow
|
Inverse Russell is trading at 147.61 as of the 21st of March 2025; that is 0.61% up since the beginning of the trading day. The fund's open price was 146.71. Inverse Russell has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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 Russell 2000
Moving against Inverse Mutual Fund
Inverse Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Trading--Inverse Equity Funds, Trading--Inverse Equity, Rydex Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Inverse Russell 2000 [RYAFX] is traded in USA and was established 21st of March 2025. Inverse Russell 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 5.27 M in assets with minimum initial investment of 2.5 K. Inverse Russell 2000 is currently producing year-to-date (YTD) return of 9.73% with the current yeild of 0.06%, while the total return for the last 3 years was -1.12%.
Check Inverse Russell 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 Russell 2000 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 Russell 2000 Mutual Fund Constituents
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond | |
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend |
Inverse Russell 2000 Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 0.7538 | |||
| Standard Deviation | 1.43 | |||
| Variance | 2.04 |
Inverse Russell Against Markets
Other Information on Investing in Inverse Mutual Fund
Inverse Russell 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 Russell security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |