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ABYAX vs. RYMTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ABYAX vs. RYMTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abbey Capital Futures Strategy Fund Class A (ABYAX) and Guggenheim Managed Futures Strategy Fund (RYMTX). The values are adjusted to include any dividend payments, if applicable.

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ABYAX vs. RYMTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ABYAX
Abbey Capital Futures Strategy Fund Class A
4.46%1.47%0.77%-3.55%16.76%3.19%7.59%8.65%-6.49%-0.26%
RYMTX
Guggenheim Managed Futures Strategy Fund
6.71%5.52%0.56%3.62%14.75%2.62%2.07%7.18%-7.87%7.39%

Returns By Period

In the year-to-date period, ABYAX achieves a 4.46% return, which is significantly lower than RYMTX's 6.71% return. Both investments have delivered pretty close results over the past 10 years, with ABYAX having a 2.58% annualized return and RYMTX not far ahead at 2.70%.


ABYAX

1D
0.00%
1M
-1.38%
YTD
4.46%
6M
7.57%
1Y
8.17%
3Y*
2.13%
5Y*
3.46%
10Y*
2.58%

RYMTX

1D
-0.14%
1M
-1.08%
YTD
6.71%
6M
10.43%
1Y
18.48%
3Y*
5.86%
5Y*
6.16%
10Y*
2.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ABYAX vs. RYMTX - Expense Ratio Comparison

ABYAX has a 2.04% expense ratio, which is higher than RYMTX's 1.75% expense ratio.


Return for Risk

ABYAX vs. RYMTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ABYAX
ABYAX Risk / Return Rank: 4949
Overall Rank
ABYAX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
ABYAX Sortino Ratio Rank: 5353
Sortino Ratio Rank
ABYAX Omega Ratio Rank: 4242
Omega Ratio Rank
ABYAX Calmar Ratio Rank: 6767
Calmar Ratio Rank
ABYAX Martin Ratio Rank: 2828
Martin Ratio Rank

RYMTX
RYMTX Risk / Return Rank: 8383
Overall Rank
RYMTX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
RYMTX Sortino Ratio Rank: 8080
Sortino Ratio Rank
RYMTX Omega Ratio Rank: 7474
Omega Ratio Rank
RYMTX Calmar Ratio Rank: 9191
Calmar Ratio Rank
RYMTX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ABYAX vs. RYMTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abbey Capital Futures Strategy Fund Class A (ABYAX) and Guggenheim Managed Futures Strategy Fund (RYMTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ABYAXRYMTXDifference

Sharpe ratio

Return per unit of total volatility

1.02

1.47

-0.45

Sortino ratio

Return per unit of downside risk

1.45

2.00

-0.55

Omega ratio

Gain probability vs. loss probability

1.19

1.28

-0.09

Calmar ratio

Return relative to maximum drawdown

1.54

2.64

-1.10

Martin ratio

Return relative to average drawdown

3.04

10.58

-7.54

ABYAX vs. RYMTX - Sharpe Ratio Comparison

The current ABYAX Sharpe Ratio is 1.02, which is lower than the RYMTX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of ABYAX and RYMTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ABYAXRYMTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.47

-0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.51

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.25

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.08

+0.37

Correlation

The correlation between ABYAX and RYMTX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ABYAX vs. RYMTX - Dividend Comparison

ABYAX's dividend yield for the trailing twelve months is around 1.22%, less than RYMTX's 5.65% yield.


TTM20252024202320222021202020192018201720162015
ABYAX
Abbey Capital Futures Strategy Fund Class A
1.22%1.27%1.68%0.99%15.33%3.57%1.36%8.50%0.00%0.00%0.00%0.06%
RYMTX
Guggenheim Managed Futures Strategy Fund
5.65%6.03%5.10%1.02%4.80%0.00%7.56%0.00%0.00%4.70%5.19%2.68%

Drawdowns

ABYAX vs. RYMTX - Drawdown Comparison

The maximum ABYAX drawdown since its inception was -17.96%, smaller than the maximum RYMTX drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for ABYAX and RYMTX.


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Drawdown Indicators


ABYAXRYMTXDifference

Max Drawdown

Largest peak-to-trough decline

-17.96%

-34.19%

+16.23%

Max Drawdown (1Y)

Largest decline over 1 year

-4.30%

-6.79%

+2.49%

Max Drawdown (5Y)

Largest decline over 5 years

-15.23%

-17.54%

+2.31%

Max Drawdown (10Y)

Largest decline over 10 years

-15.23%

-17.54%

+2.31%

Current Drawdown

Current decline from peak

-3.92%

-2.01%

-1.91%

Average Drawdown

Average peak-to-trough decline

-7.30%

-19.07%

+11.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

1.69%

+0.80%

Volatility

ABYAX vs. RYMTX - Volatility Comparison

The current volatility for Abbey Capital Futures Strategy Fund Class A (ABYAX) is 1.85%, while Guggenheim Managed Futures Strategy Fund (RYMTX) has a volatility of 4.38%. This indicates that ABYAX experiences smaller price fluctuations and is considered to be less risky than RYMTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ABYAXRYMTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.85%

4.38%

-2.53%

Volatility (6M)

Calculated over the trailing 6-month period

6.40%

10.16%

-3.76%

Volatility (1Y)

Calculated over the trailing 1-year period

7.63%

12.41%

-4.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.98%

12.15%

-4.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.98%

10.68%

-2.70%