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RYSJX Rydex Strengthening Dollar 2x Strategy C

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Fund RYSJX Rydex Strengthening Dollar 2x Strategy C RYSBX Rydex Strengthening Dollar 2x Strategy H GBTC Bitcoin Investment Trust  
Similarity
?
100% 100% 88%
Annual Fees
?
$247.80
(2.47% Exp. Ratio)
$172.56
(1.72% Exp. Ratio)
$200.65
(2.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.32% annual return
$5,202.99 $6,547.28 $6,010.19
Est. savings over 30 yrs +$1,344.29 +$807.20
Return
As of 10/31/16
1 YR RETURN 0.12%
3 YR 10.07%
5 YR 5.43%
10 YR -1.76%
1 YR RETURN 0.90%
3 YR 10.88%
5 YR 6.21%
10 YR -1.09%
1 YR RETURN 110.91%
3 YR 48.61%
5 YR --
10 YR --
Description
The investment seeks to provide investment results that match 200% of the performance of the U.S. Dollar Index®, before fees and expenses, on a daily basis. The fund employs as its investment strategy a program of investing in derivative instruments, which primarily consist of index swaps, futures contracts, and options on securities, securities indices, and futures contracts. The U.S. Dollar Index® measures the performance of the U.S. dollar against a basket of foreign currencies that include the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc. The fund is non-diversified.
The investment seeks to provide investment results that match 200% of the performance of the U.S. Dollar Index®, before fees and expenses, on a daily basis. The fund employs as its investment strategy a program of investing in derivative instruments, which primarily consist of index swaps, futures contracts, and options on securities, securities indices, and futures contracts. The U.S. Dollar Index® measures the performance of the U.S. dollar against a basket of foreign currencies that include the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc. The fund is non-diversified.
The investment objective of the Trust is for the NAV per Share to track the Bitcoin Market Price per Share, less the Trust’s liabilities (including estimated accrued expenses).

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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