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.
- Number of Funds
- 26
- Avg. Expense Ratio
- 1.77%
- Avg. Yield
- 7.93%
- Avg. 1 Year Return
- -31.18%
- Median Risk/Return Score
- 0 / 100
The Best Inverse Equities Mutual Funds
26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ProFunds Ultra Short Japan Fund | Inverse Equities | Mar 28, 2006 | 1.78% | -49.39% | -33.81% | 3.25% | 0 | ||||||||
| ProFunds UltraBear Fund | Inverse Equities | Dec 21, 1997 | 1.78% | -17.80% | -28.74% | 3.32% | 0 | ||||||||
| ProFunds UltraShort NASDAQ-100 Fund | Inverse Equities | Jun 1, 1998 | 1.68% | -31.57% | -58.45% | 3.95% | 0 | ||||||||
| ProFunds Ultra Short Emerging Market Fund | Inverse Equities | Apr 18, 2006 | 1.78% | -15.66% | -27.77% | 10.66% | 1 | ||||||||
| ProFunds UltraShort Dow 30 Fund | Inverse Equities | Jul 21, 2004 | 1.78% | -13.09% | -35.60% | 5.20% | 0 | ||||||||
| ProFunds Ultra Short International Fund | Inverse Equities | Apr 18, 2006 | 1.78% | -17.04% | -20.22% | 3.98% | 0 |
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 Equities Mutual funds by Risk/Return Score
The top Inverse Equities Mutual funds by PortfoliosLab Risk/Return Score are DRCVX (97) and UHPIX (3).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Comstock Capital Value Fund | 97 | — | Oct 1985 | |
| ProFunds UltraShort China | 3 | — | Feb 2008 | |
| Grizzly Short Fund | 1 | — | Jun 2000 | |
| ProFunds Ultra Short Emerging Market Fund | 1 | — | Apr 2006 | |
| Rydex Inverse Emerging Markets 2x Strategy Fund | 0 | — | Oct 2010 |
Best-Performing Inverse Equities Mutual funds Over 5 Years
The top Inverse Equities Mutual funds is DRCVX (5.14%).
Across the lineup, Inverse Equities Mutual funds show an average 1-year return of -31.18% and an average 5-year return of -17.48%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Comstock Capital Value Fund | 5.14% | — | Oct 1985 | |
| Grizzly Short Fund | -3.66% | — | Jun 2000 | |
| Rydex Inverse Mid-Cap Strategy Fund | -5.54% | — | Feb 2004 | |
| Rydex Inverse Russell 2000 Strategy Fund | -5.92% | — | Feb 2004 | |
| ProFunds Short Small Cap ProFund | -6.70% | — | Apr 2002 |
Lowest-Cost Inverse Equities Mutual funds
The top Inverse Equities Mutual funds is PSTIX (0.64%).
With an average expense ratio of 1.77%, Inverse Equities 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 |
|---|---|---|---|---|
| PIMCO StocksPLUS Short Fund | 0.64% | — | Jul 2003 | |
| Rydex Inverse S&P 500 Strategy Fund | 1.49% | — | Jan 1994 | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | — | Sep 1998 | |
| Grizzly Short Fund | 1.61% | — | Jun 2000 | |
| ProFunds Bear Fund | 1.64% | — | Dec 1997 |
Highest-Yield Inverse Equities Mutual funds
The top Inverse Equities Mutual funds is RYCLX (37.64%).
Across the lineup, Inverse Equities Mutual funds show an average dividend yield of 7.93%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Rydex Inverse Mid-Cap Strategy Fund | 37.64% | — | Feb 2004 | |
| ProFunds Short Small Cap ProFund | 32.76% | — | Apr 2002 | |
| Rydex Inverse NASDAQ-100 2x Strategy Fund | 15.53% | — | May 2000 | |
| ProFunds UltraShort Latin America Fund | 13.97% | — | Oct 2007 | |
| ProFunds Ultra Short Emerging Market Fund | 10.66% | — | Apr 2006 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BEARX vs. AMATBEARX vs. HDGEBEARX vs. IVFIXBEARX vs. FIIFXBEARX vs. FMBPXRYURX vs. VOORYURX vs. BRPIXRYURX vs. DRCVXRYURX vs. RYCLXRYURX vs. SHRYAIX vs. OTPIXRYAIX vs. QQQRYAIX vs. NVDARYAIX vs. BRK-BRYAIX vs. BTC-USDRYTPX vs. UHPIXRYTPX vs. RYCLXRYTPX vs. DRCVXRYTPX vs. FXAIXRYTPX vs. RYTNXGRZZX vs. FXAIXGRZZX vs. UHPIXGRZZX vs. RYCZXGRZZX vs. LCORXGRZZX vs. UIPIXURPIX vs. UHPIXURPIX vs. UWPIXURPIX vs. RYCLXURPIX vs. ENPIXURPIX vs. RYCZXUSPIX vs. MSFTUSPIX vs. BKPIXUSPIX vs. BTC-USDUSPIX vs. BIPIXUSPIX vs. PHPIXPSTIX vs. UHPIXPSTIX vs. RYCLXPSTIX vs. BRPIXPSTIX vs. RYCZXPSTIX vs. UIPIXSOPIX vs. FXAIXSOPIX vs. VOOSOPIX vs. SPYSOPIX vs. DRCVXSOPIX vs. BRPIXRYVNX vs. RYVYXRYVNX vs. SPXLRYVNX vs. DRCVXRYVNX vs. BRPIXRYVNX vs. QLD