Inverse Russell 2000 Fund Quote
| RYIUX Fund | USD 6.35 0.12 1.85% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Inverse Russell is trading at 6.35 as of the 23rd of December 2024; that is 1.85 percent down since the beginning of the trading day. The fund's open price was 6.47. Inverse Russell has about a 23 % 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. The performance scores are derived for the period starting the 27th of April 2024 and ending today, the 23rd of December 2024. Click here to learn more.
The fund employs as its investment strategy a program of engaging in short sales of securities generally included in the underlying index and investing 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. 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 December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Inverse Russell 2000 [RYIUX] is traded in USA and was established 23rd of December 2024. 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 10.19 M in assets with no minimum investment requirementsInverse Russell 2000 is currently producing year-to-date (YTD) return of 0.71% with the current yeild of 0.04%, while the total return for the last 3 years was -13.76%.
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
| CTLT | Catalent | Stock | Health Care | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| CC | Chemours Co | Stock | Materials | |
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend |
Inverse Russell 2000 Risk Profiles
| Mean Deviation | 1.81 | |||
| Standard Deviation | 2.61 | |||
| Variance | 6.82 | |||
| Risk Adjusted Performance | (0.01) |
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.
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