The Best Leveraged Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 80 Leveraged mutual funds.

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

Category: Leveraged

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AFBIX	Access Flex Bear High Yield ProFund	Inverse Bonds, Leveraged	Apr 26, 2005	1.78%	1.80%	-5.11%	0.00%
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	Dec 27, 1995	1.78%	-2.93%	-13.05%	13.72%
BIPIX	ProFunds Biotechnology UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.49%	-9.67%	8.59%	7.40%
BKPIX	ProFunds Banks UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.71%	-2.19%	5.59%	1.68%
BLPIX	ProFunds Bull Investor Fund	Leveraged Equities, Leveraged	Nov 30, 1997	1.50%	6.12%	10.54%	0.03%
BMPIX	ProFunds Basic Materials UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.89%	3.67%	7.40%	0.92%
BRPIX	ProFunds Bear Fund	Inverse Equities, Leveraged	Dec 29, 1997	1.64%	-4.18%	-12.90%	5.82%
CNPIX	ProFunds Consumer Goods UltraSector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.78%	6.48%	8.33%	1.50%
CYPIX	ProFunds Consumer Services Ultra Sector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.54%	-6.60%	12.91%	0.00%
DRCVX	Comstock Capital Value Fund	Inverse Equities, Leveraged	Oct 9, 1985	0.00%	-1.01%	-8.62%	1.72%
DXHYX	Direxion Monthly High Yield Bull 1.2X Fund	Leveraged, Leveraged Bonds	Feb 17, 2016	1.35%	0.07%	—	4.87%
DXKLX	Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun...	Leveraged, Leveraged Bonds	Mar 31, 2005	1.35%	-9.61%	-1.75%	1.12%
DXKSX	Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun...	Inverse Bonds, Leveraged	May 17, 2004	1.35%	10.30%	-0.87%	13.96%
DXNLX	Direxion Monthly NASDAQ-100 Bull 1.25X Fund	Leveraged Equities, Leveraged	Mar 31, 2016	1.19%	3.95%	—	0.21%
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	Leveraged Equities, Leveraged	May 1, 2006	1.39%	4.29%	29.76%	0.43%
DXRLX	Direxion Monthly Small Cap Bull 1.75X Fund	Leveraged Equities, Leveraged	Feb 22, 1999	1.35%	-4.66%	7.21%	0.76%
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	Leveraged Equities, Leveraged	May 1, 2006	1.35%	8.90%	18.90%	0.60%
ENPIX	ProFunds UltraSector Oil & Gas Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.51%	21.96%	-0.86%	0.72%
FNPIX	ProFunds Financials UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.72%	13.19%	11.62%	0.22%
GRZZX	Grizzly Short Fund	Inverse Equities, Leveraged	Jun 18, 2000	1.61%	2.85%	-13.57%	7.63%

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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