Inverse NASDAQ-100(R) 2x Strategy FundRYVTX

MUTUAL FUNDGuggenheim
Type
Mutual fund
Peer group
Alternative
Net assets
$12.0M
Expense ratio
1.90%
1-year return
-38.0%
3 years, a year
-32.8%
5 years, a year
-27.4%
Holdings
11

What it aims to do.

The Fund seeks to provide investment results that match, before fees and expenses, the performance of a specific benchmark on a daily basis. The Funds current benchmark is 200% of the inverse (opposite) of the performance of the NASDAQ-100 Index (the underlying index). The Fund does not seek to achieve its investment objective over a period of time greater than one day.

Top 10 holdings.

Holding% of fund
JOBY Merrill Lynch, Pierce, Fenner & Smith Incorporated14.88%
United States Treasury Bills12.48%
Federal Home Loan Banks8.36%
United States Treasury Bills8.30%
JOBY J.P. Morgan Securities Llc7.96%
Federal Home Loan Banks5.01%
Dreyfus Treasury Obligations Cash Management3.53%
JOBY Bnp Paribas1.28%
JOBY Barclays Bank Plc1.25%
JOBY Chicago Mercantile Exchange Inc.1.19%

More on RYVTX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.