Rising Rates Opportunity Fund Manager Performance Evaluation
| RRPSX Fund | USD 38.73 0.60 1.57% |
The fund maintains a market beta of -0.0418, which implies relatively modest fluctuations relative to the market. As returns on the market increase, returns on Rising Rates tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Rising Rates is likely to outperform the market.
Risk-Adjusted Performance
Soft
Weak | Strong |
Over the last 90 days, Rising Rates Opportunity generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong basic indicators, Rising Rates is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Rising |
Rising Rates Relative Risk vs. Return Landscape
If you had invested $ 3,878 in Rising Rates Opportunity on December 12, 2025 and sold it today you would have lost $ 5.00 from holding Rising Rates Opportunity or given up 0.13% of portfolio value over 90 days. Rising Rates Opportunity is currently producing a 1.0E-4% return and carries 0.6819% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Rising, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
For Rising Mutual Fund, the observed tendency of price to return to a central value is a key input to forecasting models. This mean reversion pattern, however, does not apply uniformly — some funds remain mispriced for extended periods, suggesting that embedded risk premiums affect the speed of correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 38.73 | 90 days | 38.73 | about 21.84 |
According to a normal distribution model, the odds of Rising Rates moving above the current price in 90 days from now are about 21.84 (The density curve for Rising Rates Opportunity shows where Rising Mutual Fund price is most likely to settle within 90 days).
Rising Rates Price Density |
| Price |
Predictive Modules for Rising Rates
A wide range of forecasting techniques can be applied to Rising Rates Opportunity and the broader fund market. While market prediction remains inherently uncertain, combining multiple approaches and evaluating their results is one of the most effective ways to improve the quality of investment decisions.Mean reversion in Rising Rates is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.
Primary Risk Indicators
The mutual fund market's recent history has been defined by volatility, with multiple large corrections and rallies in the last 10-20 years. Rising Rates has participated in these swings. Investors holding Rising Rates Opportunity can protect their portfolios by monitoring Rising Rates' risk indicators and implementing appropriate hedging strategies.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.0418 | |
σ | Overall volatility | 0.54 | |
Ir | Information ratio | 0.04 |
Rising Rates Alerts and Suggestions
Investors in Rising Rates benefit from automated alerts that flag material fund changes as they occur. Rising Rates Opportunity notifications cover technical signals, fundamental shifts, and notable headlines that may impact investment timing.| The fund generated-15.0 ten year return of -15.0% | |
| Rising Rates Opportunity maintains about 101.29% of its assets in cash |
Rising Rates Fundamentals Growth
The market prices Rising Mutual Fund according to Rising Rates' ability to generate revenue growth, maintain healthy margins, and manage debt effectively. These fundamental drivers have a direct and measurable impact on Rising Mutual Fund performance.
| Total Asset | 43.42 M | |||
About Rising Rates Performance Analysis
Rising Rates performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Liquidity conditions can influence realized performance through spreads and execution cost. 
Rifka Kats · Member of Macroaxis Editorial Board
Unless otherwise specified, financial data for Rising Rates Opportunity is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.
Rising Mutual Fund is Curated By:
Rifka Kats · Member of Macroaxis Editorial Board