Rising Rates Opportunity Fund Manager Performance Evaluation
| RTPIX Fund | USD 14.30 0.03 0.21% |
The fund secures a Beta (Market Risk) of -0.0011, which means relatively modest fluctuations relative to the market. RISING RATES shows a mild inverse relationship with the market, drifting lower in rallies and holding up during downturns.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Rising Rates Opportunity rank lower than 5% of all funds and fund portfolios over the last 90 days. The main point is that return should be judged together with the volatility required to produce it. Despite somewhat strong forward indicators, RISING RATES is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 28th of November 2025 | |
| Expense Ratio | 1.7800 |
RISING |
Relative Risk vs. Return Landscape
If you had invested $ 1,413 in Rising Rates Opportunity on December 16, 2025 and sold it today you would have earned a total of $ 17.00 from holding Rising Rates Opportunity or generated 1.2% return on investment over 90 days. Rising Rates Opportunity is currently producing a 0.02% return and carries 0.2802% volatility of returns over 90 trading days. Put another way, 2% 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 |
Historical Prices of Rising Rates Opportunity
Below is the normalized historical share price chart for Rising Rates Opportunity extending back to January 14, 2005. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of RISING RATES stands at 14.30, as last reported on the 16th of March 2026, with the highest price reaching 14.30 and the lowest price hitting 14.30 during the day.Macro event markers
Target Price Odds to finish over Current Price
For RISING Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 14.30 | 90 days | 14.30 | under 4 |
Based on standard probability analysis, the odds of RISING RATES moving above the current price in 90 days from now are under 4 (The chart above shows the probability distribution of RISING Mutual Fund prices over the next 90 days).
RISING RATES Price Density |
| Price |
Predictive Modules for RISING RATES
Accurately predicting the fund market is one of the most challenging tasks in investing. For Rising Rates Opportunity, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process - comparing methods and results helps investors develop a more nuanced view of potential outcomes.The mean reversion principle applied to RISING RATES's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and RISING RATES has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Rising Rates Opportunity should monitor RISING RATES's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.0011 | |
σ | Overall volatility | 0.08 | |
Ir | Information ratio | 0.18 |
Investor Alerts and Insights
Alerts and suggestions for RISING RATES give investors a structured way to monitor the fund for material events. Rising Rates Opportunity notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| Latest headline from news.google.com: Michael and Susan Dell donate 6.25 B to fund Trump accounts - MSN | |
| The fund generated-6.0 ten year return of -6.0% | |
| Rising Rates Opportunity maintains about 99.33% of its assets in cash |
RISING RATES Fundamentals Growth
RISING Mutual Fund performance is fundamentally tied to RISING RATES's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for RISING Mutual Fund.
| Total Asset | 480 K | |||
Performance Metrics & Calculation Methodology
RISING RATES performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Inputs for Rising Rates Opportunity come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.