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ABYIX vs. RYMTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ABYIX vs. RYMTX - Performance Comparison

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

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ABYIX vs. RYMTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ABYIX
Abbey Capital Futures Strategy Fund Class I
4.62%1.62%1.11%-3.29%17.06%3.39%7.92%8.84%-6.15%-0.09%
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, ABYIX achieves a 4.62% return, which is significantly lower than RYMTX's 6.71% return. Both investments have delivered pretty close results over the past 10 years, with ABYIX having a 2.84% annualized return and RYMTX not far behind at 2.70%.


ABYIX

1D
0.00%
1M
-1.28%
YTD
4.62%
6M
7.68%
1Y
8.38%
3Y*
2.42%
5Y*
3.73%
10Y*
2.84%

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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ABYIX vs. RYMTX - Expense Ratio Comparison

ABYIX has a 1.79% expense ratio, which is higher than RYMTX's 1.75% expense ratio.


Return for Risk

ABYIX vs. RYMTX — Risk / Return Rank

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

ABYIX
ABYIX Risk / Return Rank: 5353
Overall Rank
ABYIX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
ABYIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
ABYIX Omega Ratio Rank: 4747
Omega Ratio Rank
ABYIX Calmar Ratio Rank: 7070
Calmar Ratio Rank
ABYIX Martin Ratio Rank: 3030
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.

ABYIX vs. RYMTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abbey Capital Futures Strategy Fund Class I (ABYIX) 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.


ABYIXRYMTXDifference

Sharpe ratio

Return per unit of total volatility

1.06

1.47

-0.41

Sortino ratio

Return per unit of downside risk

1.51

2.00

-0.50

Omega ratio

Gain probability vs. loss probability

1.20

1.28

-0.09

Calmar ratio

Return relative to maximum drawdown

1.59

2.64

-1.05

Martin ratio

Return relative to average drawdown

3.20

10.58

-7.38

ABYIX vs. RYMTX - Sharpe Ratio Comparison

The current ABYIX Sharpe Ratio is 1.06, which is comparable to the RYMTX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of ABYIX 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


ABYIXRYMTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.47

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.51

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.25

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.08

+0.45

Correlation

The correlation between ABYIX 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

ABYIX vs. RYMTX - Dividend Comparison

ABYIX's dividend yield for the trailing twelve months is around 1.27%, less than RYMTX's 5.65% yield.


TTM20252024202320222021202020192018201720162015
ABYIX
Abbey Capital Futures Strategy Fund Class I
1.27%1.33%2.10%2.03%15.24%3.68%1.54%8.70%0.14%0.00%0.00%0.24%
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

ABYIX vs. RYMTX - Drawdown Comparison

The maximum ABYIX drawdown since its inception was -17.13%, smaller than the maximum RYMTX drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for ABYIX and RYMTX.


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Drawdown Indicators


ABYIXRYMTXDifference

Max Drawdown

Largest peak-to-trough decline

-17.13%

-34.19%

+17.06%

Max Drawdown (1Y)

Largest decline over 1 year

-4.36%

-6.79%

+2.43%

Max Drawdown (5Y)

Largest decline over 5 years

-14.66%

-17.54%

+2.88%

Max Drawdown (10Y)

Largest decline over 10 years

-14.74%

-17.54%

+2.80%

Current Drawdown

Current decline from peak

-3.02%

-2.01%

-1.01%

Average Drawdown

Average peak-to-trough decline

-6.74%

-19.07%

+12.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.43%

1.69%

+0.74%

Volatility

ABYIX vs. RYMTX - Volatility Comparison

The current volatility for Abbey Capital Futures Strategy Fund Class I (ABYIX) is 1.96%, while Guggenheim Managed Futures Strategy Fund (RYMTX) has a volatility of 4.38%. This indicates that ABYIX 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


ABYIXRYMTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.96%

4.38%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

6.43%

10.16%

-3.73%

Volatility (1Y)

Calculated over the trailing 1-year period

7.65%

12.41%

-4.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.01%

12.15%

-4.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.00%

10.68%

-2.68%