The Best Inverse Bonds Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Inverse Bonds mutual funds.
- Number of Funds
- 6
- Avg. Expense Ratio
- 2.04%
- Avg. Yield
- 3.69%
- Avg. 1 Year Return
- 4.47%
- Median Risk/Return Score
- 15 / 100
The Best Inverse Bonds Mutual Funds
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Access Flex Bear High Yield ProFund | Inverse Bonds | Apr 26, 2005 | 1.78% | -0.91% | -4.12% | 0.00% | 0 | ||||||||
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | Inverse Bonds | May 17, 2004 | 1.35% | 7.48% | 3.35% | 11.41% | 21 | ||||||||
| ProFunds Rising Rates Opportunity Fund | Inverse Bonds | Apr 30, 2002 | 1.52% | 7.81% | 2.76% | 3.25% | 14 | ||||||||
| ProFunds Rising Rates Opportunity 10 Fund | Inverse Bonds | Jan 9, 2005 | 1.78% | 4.60% | 1.34% | 3.35% | 17 | ||||||||
| Rydex Inverse High Yield Strategy Fund | Inverse Bonds | Apr 15, 2007 | 1.55% | 2.73% | -2.66% | 0.00% | 5 | ||||||||
| Rydex Inverse Government Long Bond Strategy Fund | Inverse Bonds | Mar 2, 1995 | 4.28% | 6.87% | 4.15% | 4.15% | 18 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Inverse Bonds Mutual funds by Risk/Return Score
The top Inverse Bonds Mutual funds by PortfoliosLab Risk/Return Score are DXKSX (21) and RYJUX (18).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | 21 | — | May 2004 | |
| Rydex Inverse Government Long Bond Strategy Fund | 18 | — | Mar 1995 | |
| ProFunds Rising Rates Opportunity 10 Fund | 17 | — | Jan 2005 | |
| ProFunds Rising Rates Opportunity Fund | 14 | — | Apr 2002 | |
| Rydex Inverse High Yield Strategy Fund | 5 | — | Apr 2007 |
Best-Performing Inverse Bonds Mutual funds Over 5 Years
The top Inverse Bonds Mutual funds is RYJUX (13.94%).
Across the lineup, Inverse Bonds Mutual funds show an average 1-year return of 4.47% and an average 5-year return of 7.16%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Rydex Inverse Government Long Bond Strategy Fund | 13.94% | — | Mar 1995 | |
| ProFunds Rising Rates Opportunity Fund | 13.89% | — | Apr 2002 | |
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | 11.00% | — | May 2004 | |
| ProFunds Rising Rates Opportunity 10 Fund | 5.81% | — | Jan 2005 | |
| Rydex Inverse High Yield Strategy Fund | 0.21% | — | Apr 2007 |
Lowest-Cost Inverse Bonds Mutual funds
The top Inverse Bonds Mutual funds is DXKSX (1.35%).
With an average expense ratio of 2.04%, Inverse Bonds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | 1.35% | — | May 2004 | |
| ProFunds Rising Rates Opportunity Fund | 1.52% | — | Apr 2002 | |
| Rydex Inverse High Yield Strategy Fund | 1.55% | — | Apr 2007 | |
| ProFunds Rising Rates Opportunity 10 Fund | 1.78% | — | Jan 2005 | |
| Access Flex Bear High Yield ProFund | 1.78% | — | Apr 2005 |
Highest-Yield Inverse Bonds Mutual funds
The top Inverse Bonds Mutual funds is DXKSX (11.41%).
Across the lineup, Inverse Bonds Mutual funds show an average dividend yield of 3.69%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | 11.41% | — | May 2004 | |
| Rydex Inverse Government Long Bond Strategy Fund | 4.15% | — | Mar 1995 | |
| ProFunds Rising Rates Opportunity 10 Fund | 3.35% | — | Jan 2005 | |
| ProFunds Rising Rates Opportunity Fund | 3.25% | — | Apr 2002 | |
| Rydex Inverse High Yield Strategy Fund | 0.00% | — | Apr 2007 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
DXKSX vs. DXKLXDXKSX vs. HCYIXDXKSX vs. DXRLXDXKSX vs. TEPIXDXKSX vs. SCYBRYILX vs. TEPIXRYILX vs. DXHYXRYILX vs. FNPIXRYILX vs. PHPIXRYILX vs. SOPIXRTPIX vs. PHPIXRTPIX vs. SOPIXRTPIX vs. BIPIXRTPIX vs. FNPIXRTPIX vs. BTCFXRRPIX vs. BTCFXRRPIX vs. UOPIXRRPIX vs. PMPIXRRPIX vs. SPMORRPIX vs. BIPIXAFBIX vs. AMATAFBIX vs. BIPIXAFBIX vs. ENPIXAFBIX vs. PHPIXAFBIX vs. TEPIXRYJUX vs. DXKLXRYJUX vs. DXHYXRYJUX vs. RMQAXRYJUX vs. RYVYXRYJUX vs. RYSIX