RYAIX

Index

Inverse NASDAQ-100 Strategy Fund

Category: Other (5,046 funds)

Expense Ratio
1.47%
Annual Cost per $10K
$147.00
30-Year Fee Drag per $10K
$25,856
at 7% annual return
Fund Type
Mutual Fund
Index
Trailing 12-Month
-17.43%

Asset Allocation

US Equity
6%
US Bond
19%
Intl Bond
2%
Cash
73%

Fee Comparison

RYAIX
1.47%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

48% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

-48.33%3Y
Compare to

Fee Impact Calculator

$
%
RYAIX at 1.47%$251,332
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$129,281
Cost vs index fund−$126,092

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

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CRDBXPotomac Defensive Bull Fund1.39%
SLYGSPDR(R) S & P 600 Small Cap Growth ETF0.15%
JSOAXJPMorgan Strategic Income Opportunities Fund0.60%
SPMDSPDR(R) Portfolio S&P 400 Mid Cap ETF0.03%
TYASimplify Intermediate Term Treasury Futures Strategy ETF0.15%
BUFRFT Vest Laddered Buffer ETF0.95%
CDXSimplify High Yield ETF0.25%
XSWSPDR(R) S&P(R) Software & Services ETF0.35%
FCSSXFidelity Series Commodity Strategy Fund0.00%
RYCBXInverse S&P 500 2x Strategy Fund2.51%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF0.59%
NVDUDirexion Daily NVDA Bull 2X Shares1.04%
RYURXInverse S&P 500 Strategy Fund1.44%
SSMKXSTATE STREET SMALL/MID CAP EQUITY INDEX FUND0.04%
RYMBXCommodities Strategy Fund1.65%
SQQQProShares UltraPro Short QQQ0.95%
UYGProShares Ultra Financials0.95%
GCCUXGoldman Sachs Commodity Strategy Fund0.61%
BITOProShares Bitcoin ETF0.95%
SCUSSchwab Ultra-Short Income ETF0.14%
QGMRXAQR Macro Opportunities Fund1.35%
BILSSPDR Bloomberg 3-12 Month T-Bill ETF0.14%
AMZUDirexion Daily AMZN Bull 2X Shares1.06%
GTSOXSecured Options Portfolio0.86%
RYCWXInverse Dow 2x Strategy Fund2.45%
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GSQPXGoldman Sachs Strategic Factor Allocation Fund0.82%
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MSFUDirexion Daily MSFT Bull 2X Shares1.04%
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QSCOXQ3 ALL-SEASON SYSTEMATIC OPPORTUNITIES FUND2.93%
PSKSPDR(R) ICE Preferred Securities ETF0.45%
DBMFiMGP DBI Managed Futures Strategy ETF0.85%
AAPUDirexion Daily AAPL Bull 2X Shares1.04%
FJULFT Vest U.S. Equity Buffer ETF - July0.85%
BUFQFT Vest Laddered Nasdaq Buffer ETF1.00%
FFEBFT Vest U.S. Equity Buffer ETF - February0.85%
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EWXSPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF0.65%
FJANFT Vest U.S. Equity Buffer ETF - January0.85%
FJUNFT Vest U.S. Equity Buffer ETF - June0.85%
FMAYFT Vest U.S. Equity Buffer ETF - May0.85%
FAUGFT Vest U.S. Equity Buffer ETF - August0.85%
FNOVFT Vest U.S. Equity Buffer ETF - November0.85%
FMARFT Vest U.S. Equity Buffer ETF - March0.85%
PCLAXPIMCO CommoditiesPLUS Strategy Fund1.28%
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