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RYMTX vs. ABYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYMTX vs. ABYAX - Performance Comparison

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

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RYMTX vs. ABYAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYMTX
Guggenheim Managed Futures Strategy Fund
6.91%5.52%0.56%3.62%14.75%2.62%2.07%7.18%-7.87%7.39%
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%

Returns By Period

In the year-to-date period, RYMTX achieves a 6.91% return, which is significantly higher than ABYAX's 4.46% return. Over the past 10 years, RYMTX has outperformed ABYAX with an annualized return of 2.72%, while ABYAX has yielded a comparatively lower 2.58% annualized return.


RYMTX

1D
0.19%
1M
-1.82%
YTD
6.91%
6M
10.53%
1Y
17.39%
3Y*
5.93%
5Y*
6.11%
10Y*
2.72%

ABYAX

1D
0.00%
1M
-0.95%
YTD
4.46%
6M
7.27%
1Y
8.47%
3Y*
2.13%
5Y*
3.44%
10Y*
2.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYMTX vs. ABYAX - Expense Ratio Comparison

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


Return for Risk

RYMTX vs. ABYAX — Risk / Return Rank

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

RYMTX
RYMTX Risk / Return Rank: 8282
Overall Rank
RYMTX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
RYMTX Sortino Ratio Rank: 7878
Sortino Ratio Rank
RYMTX Omega Ratio Rank: 7272
Omega Ratio Rank
RYMTX Calmar Ratio Rank: 9090
Calmar Ratio Rank
RYMTX Martin Ratio Rank: 9090
Martin Ratio Rank

ABYAX
ABYAX Risk / Return Rank: 4646
Overall Rank
ABYAX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ABYAX Sortino Ratio Rank: 5050
Sortino Ratio Rank
ABYAX Omega Ratio Rank: 4040
Omega Ratio Rank
ABYAX Calmar Ratio Rank: 6464
Calmar Ratio Rank
ABYAX Martin Ratio Rank: 2626
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.

RYMTX vs. ABYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Guggenheim Managed Futures Strategy Fund (RYMTX) and Abbey Capital Futures Strategy Fund Class A (ABYAX). 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.


RYMTXABYAXDifference

Sharpe ratio

Return per unit of total volatility

1.52

1.08

+0.44

Sortino ratio

Return per unit of downside risk

2.06

1.53

+0.53

Omega ratio

Gain probability vs. loss probability

1.29

1.20

+0.09

Calmar ratio

Return relative to maximum drawdown

2.71

1.70

+1.01

Martin ratio

Return relative to average drawdown

10.84

3.42

+7.42

RYMTX vs. ABYAX - Sharpe Ratio Comparison

The current RYMTX Sharpe Ratio is 1.52, which is higher than the ABYAX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of RYMTX and ABYAX, 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


RYMTXABYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

1.08

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.43

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.32

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.45

-0.37

Correlation

The correlation between RYMTX and ABYAX 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

RYMTX vs. ABYAX - Dividend Comparison

RYMTX's dividend yield for the trailing twelve months is around 5.64%, more than ABYAX's 1.22% yield.


TTM20252024202320222021202020192018201720162015
RYMTX
Guggenheim Managed Futures Strategy Fund
5.64%6.03%5.10%1.02%4.80%0.00%7.56%0.00%0.00%4.70%5.19%2.68%
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%

Drawdowns

RYMTX vs. ABYAX - Drawdown Comparison

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


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Drawdown Indicators


RYMTXABYAXDifference

Max Drawdown

Largest peak-to-trough decline

-34.19%

-17.96%

-16.23%

Max Drawdown (1Y)

Largest decline over 1 year

-6.69%

-4.30%

-2.39%

Max Drawdown (5Y)

Largest decline over 5 years

-17.54%

-15.23%

-2.31%

Max Drawdown (10Y)

Largest decline over 10 years

-17.54%

-15.23%

-2.31%

Current Drawdown

Current decline from peak

-1.82%

-3.92%

+2.10%

Average Drawdown

Average peak-to-trough decline

-19.07%

-7.30%

-11.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.70%

2.27%

-0.57%

Volatility

RYMTX vs. ABYAX - Volatility Comparison

Guggenheim Managed Futures Strategy Fund (RYMTX) has a higher volatility of 4.26% compared to Abbey Capital Futures Strategy Fund Class A (ABYAX) at 1.81%. This indicates that RYMTX's price experiences larger fluctuations and is considered to be riskier than ABYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYMTXABYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.26%

1.81%

+2.45%

Volatility (6M)

Calculated over the trailing 6-month period

10.16%

6.40%

+3.76%

Volatility (1Y)

Calculated over the trailing 1-year period

12.39%

7.62%

+4.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.15%

7.98%

+4.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.68%

7.98%

+2.70%