The Best Inverse Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 27 Inverse Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Inverse Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	Dec 27, 1995	1.78%	-3.97%	-13.14%	13.87%
BRPIX	ProFunds Bear Fund	Inverse Equities, Leveraged	Dec 29, 1997	1.64%	-5.06%	-12.95%	5.87%
DRCVX	Comstock Capital Value Fund	Inverse Equities, Leveraged	Oct 9, 1985	0.00%	-0.25%	-8.54%	1.71%
GRZZX	Grizzly Short Fund	Inverse Equities, Leveraged	Jun 18, 2000	1.61%	0.82%	-13.75%	7.78%
GSSFX	Gotham Short Strategies Fund	Inverse Equities, Leveraged	Jul 30, 2017	1.35%	—	—	—
PSTIX	PIMCO StocksPLUS Short Fund	Inverse Equities, Leveraged	Jul 22, 2003	0.64%	-3.84%	-10.80%	0.00%
RYAIX	Rydex Inverse NASDAQ-100 Strategy Fund	Inverse Equities, Leveraged	Sep 2, 1998	1.55%	-4.04%	-18.04%	5.01%
RYCLX	Rydex Inverse Mid-Cap Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.39%	-1.54%	-11.72%	9.36%
RYCQX	Rydex Inverse Russell 2000 Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.49%	0.60%	-11.37%	9.81%
RYCZX	Rydex Inverse Dow 2x Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.70%	-2.63%	-25.25%	1.02%
RYIUX	Rydex Inverse Russell 2000 2x Strategy Fund	Inverse Equities, Leveraged	May 30, 2006	2.05%	-1.19%	-24.65%	2.74%
RYTPX	Rydex Inverse S&P 500 2x Strategy Fund	Inverse Equities, Leveraged	May 18, 2000	2.16%	-11.13%	-26.30%	3.77%
RYURX	Rydex Inverse S&P 500 Strategy Fund	Inverse Equities, Leveraged	Jan 6, 1994	1.49%	-4.26%	-12.31%	2.92%
RYVNX	Rydex Inverse NASDAQ-100 2x Strategy Fund	Inverse Equities, Leveraged	May 22, 2000	2.49%	-10.28%	-36.61%	5.09%
RYWWX	Rydex Inverse Emerging Markets 2x Strategy Fund	Inverse Equities, Leveraged	Oct 28, 2010	1.87%	-11.83%	-20.47%	3.72%
SHPIX	ProFunds Short Small Cap ProFund	Inverse Equities, Leveraged	Apr 30, 2002	1.78%	-0.55%	-11.71%	17.11%
SOPIX	ProFunds Short NASDAQ-100 Fund	Inverse Equities, Leveraged	Apr 30, 2002	1.78%	-4.29%	-19.10%	7.01%
UCPIX	ProFunds UltraShort Small Cap Fund	Inverse Equities, Leveraged	Jan 29, 2004	1.78%	-1.34%	-25.12%	4.84%
UFPIX	ProFunds UltraShort Latin America Fund	Inverse Equities, Leveraged	Oct 15, 2007	1.78%	6.47%	-23.54%	2.48%
UHPIX	ProFunds UltraShort China	Inverse Equities, Leveraged	Feb 3, 2008	1.78%	-9.74%	-29.50%	3.82%

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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