| 8.08 Net Asset Value | +0.75% 1 Day | +7.16% Year-to-Date | Overall Morningstar Rating |
| Trading-inverse debt Style or Category | No Load Sales Expenses | 5.12% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +3.86% | 3 years | -12.06% | |
| 3 months | +1.51% | 5 years | -13.61% | |
| 1 year | +8.31% | Since inception | -8.61% |
| RYJCX | Category | |
|---|---|---|
| Performance 5-yr return | -13.61% | -13.38% |
| Expense ratio | 5.12% | 2.01% |
| Risk 5 year sharpe ratio | -0.65 | -0.98 |
| Net assets | $554.3M | $126.6M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 1,107% | 1,107% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Rydex Funds |
| Fund manager & tenure | Michael Byrum / 12 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- US Treasury Bond 2.875% | 32.92% |
| -- FHLMC | 2.71% |
| -- FNMA | 1.81% |
| -- Us Ultra Bond(Cbt) Sep13 | 0.17% |
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