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The Best Inverse Equities Mutual Funds

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


Category is Inverse Equities
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
Federated Hermes Prudent Bear FdInverse Equities, LeveragedDec 27, 19951.78%
8.44%
-13.36%
6.19%
2
ProFunds Bear FundInverse Equities, LeveragedDec 29, 19971.64%
8.66%
-13.04%
4.00%
2
Comstock Capital Value FundInverse Equities, LeveragedOct 9, 19850.00%
0.90%
-4.66%
1.94%
91
Grizzly Short FundInverse Equities, LeveragedJun 18, 20001.61%
8.09%
-0.55%
4.79%
6
PIMCO StocksPLUS Short FundInverse Equities, LeveragedJul 22, 20030.64%
8.22%
-15.10%
0.00%
3
Rydex Inverse NASDAQ-100 Strategy FundInverse Equities, LeveragedSep 2, 19981.55%
10.70%
-16.89%
2.01%
2
Rydex Inverse Mid-Cap Strategy FundInverse Equities, LeveragedFeb 19, 20042.39%
0.49%
-10.42%
32.85%
3
Rydex Inverse Russell 2000 Strategy FundInverse Equities, LeveragedFeb 19, 20042.49%
3.22%
-11.33%
7.62%
2
Rydex Inverse Dow 2x Strategy FundInverse Equities, LeveragedFeb 19, 20042.70%
12.18%
-24.23%
5.24%
2
Rydex Inverse Russell 2000 2x Strategy FundInverse Equities, LeveragedMay 30, 20062.05%
3.01%
-25.95%
3.66%
1
Rydex Inverse S&P 500 2x Strategy FundInverse Equities, LeveragedMay 18, 20002.16%
16.72%
-15.00%
4.41%
2
Rydex Inverse S&P 500 Strategy FundInverse Equities, LeveragedJan 6, 19941.49%
8.78%
-24.82%
3.51%
2
Rydex Inverse NASDAQ-100 2x Strategy FundInverse Equities, LeveragedMay 22, 20002.49%
21.11%
-35.53%
8.77%
1
Rydex Inverse Emerging Markets 2x Strategy FundInverse Equities, LeveragedOct 28, 20101.87%
5.82%
-25.99%
4.73%
1
ProFunds Short Small Cap ProFundInverse Equities, LeveragedApr 30, 20021.78%
2.74%
-11.86%
14.75%
2
ProFunds Short NASDAQ-100 FundInverse Equities, LeveragedApr 30, 20021.78%
10.52%
-18.48%
1.94%
2
ProFunds UltraShort Small Cap FundInverse Equities, LeveragedJan 29, 20041.78%
4.42%
-26.25%
4.42%
1
ProFunds UltraShort Latin America FundInverse Equities, LeveragedOct 15, 20071.78%
-30.51%
-32.42%
13.69%
0
ProFunds UltraShort ChinaInverse Equities, LeveragedFeb 3, 20081.78%
30.33%
-30.64%
3.29%
10
ProFunds UltraShort Mid Cap FundInverse Equities, LeveragedJan 29, 20041.78%
0.89%
-24.63%
2.58%
2

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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.

0%Annualized Volatility0%Annualized Return

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