Mutual Fund Insights: Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

In-depth Analysis of Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

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See Rydex Inverse Dow 2x Strategy H Fund (RYCWX) performance details as of January 31, 2010

  

Last Trade: $23.63 on 3/19/2010, Change: +0.16 (0.68%)

  

Fund Manager - Michael P. Byrum

Fund Manager Tenure: 3.9 years   [Similar Funds: RYCDX  RYCZX ]
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy)     (What does this score mean?)

Byrum is president and CIO of Rydex Investments, his employer since its foundation in 1993. He has ultimate responsibility for the management of the funds. He was named the president of Rydex Investments in 2004 and has served as chief investment officer since 2003.Prior to joining Rydex Investments, Mr. Byrum worked for Money Management Associates, the investment adviser for Rushmore Funds, Inc. Byrum holds the Charted Financial Analyst designation.  Get more insights on Michael P. Byrum

  

 What we like about Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

Data for Rydex Inverse Dow 2x Strategy H Fund (RYCWX) as of January 31, 2010

• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) management has been with Rydex Inverse Dow 2x Strategy H Fund for 3.9 years
• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) has good mid-term performance (3-year return -5.92% vs -8.30% Bear Market category average)
• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) has a lower management fee than its Bear Market average: 1.74% vs 2.01%

  

 What we are cautious about Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

Data for Rydex Inverse Dow 2x Strategy H Fund (RYCWX) as of January 31, 2010

• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) has a less-than-ideal short-term performance (1-year return -50.05% vs -37.50% Bear Market category average)
• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) has a less-than-ideal Long-term performance (5-year return -9.45% vs -6.94% Bear Market category average)
• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) ratio of up-years vs down years can be improved
• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) is less safe compared to its Bear Market peers
• Rydex Inverse Dow 2x Strategy H Fund (RYCWX) is more volatile than its peers as it has a 3-year Standard Deviation of 34.98 that is higher than category average of 30.28
• Even though Rydex Inverse Dow 2x Strategy H Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Rydex Inverse Dow 2x Strategy H Fund (RYCWX) performance details as of January 31, 2010

  

  

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Rydex Inverse Dow 2x Strategy H Fund (RYCWX) Net Asset

Track net asset change of Rydex Inverse Dow 2x Strategy H fund (RYCWX)

Date	Net Asset
01/2010	$52.46M
11/2009	$47.88M
10/2009	$49.85M

More historic net asset information on Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

  

Rydex Inverse Dow 2x Strategy H Fund (RYCWX) Portfolio Allocation

Track portfolio allocation change of Rydex Inverse Dow 2x Strategy H fund (RYCWX)

Date	Cash	Stock	Bond	Other
11/2009	100%	0%	0%	0%
10/2009	98.26%	1.74%	0%	0%
08/2009	99.22%	0.78%	0%	0%

Click here to see more historic asset allocation information on Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

  

Most Recent Top 10 Holdings in Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

Discover what Rydex Inverse Dow 2x Strategy H Fund (RYCWX) manager is buying

30-Nov-09 Goldman Swap [0.8%] Credit Suisse Swap [0.52%] DJIA MINI E-CBOT DEC 09 [0.01%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Oct-09 Credit Suisse Swap [1.07%] Goldman Swap [0.67%] DJIA MINI E-CBOT DEC 09 [0.3%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Aug-09 DJIA MINI E-CBOT SEP 09 [2.5%] Credit Suisse Swap [0.81%] Goldman Swap [0.68%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

  

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See more information on Rydex Inverse Dow 2x Strategy H Fund (RYCWX)

• Rydex Inverse Dow 2x Strategy H Fund Insights
• Rydex Inverse Dow 2x Strategy H Fund Performance Data
• Rydex Inverse Dow 2x Strategy H Fund News
• Rydex Inverse Dow 2x Strategy H Fund Score Explaination
• Rydex Inverse Dow 2x Strategy H Fund Manager Information
• Historic Rydex Inverse Dow 2x Strategy H Fund Asset Allocation Report
• Historic Rydex Inverse Dow 2x Strategy H Fund Top 10 Holding Tracking
• Historic Rydex Inverse Dow 2x Strategy H Fund Asset Under Management Tracking