The Best Leveraged Bonds Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Leveraged Bonds mutual funds.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.28%
- Avg. Yield
- 2.87%
- Avg. 1 Year Return
- 3.21%
- Median Risk/Return Score
- 3 / 100
The Best Leveraged Bonds Mutual Funds
4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Direxion Monthly High Yield Bull 1.2X Fund | Leveraged Bonds | Feb 17, 2016 | 1.35% | 0.59% | — | 3.58% | 24 | ||||||||
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | Leveraged Bonds | Mar 31, 2005 | 1.35% | -3.34% | -3.14% | 1.76% | 3 | ||||||||
| ProFunds U.S. Government Plus ProFund | Leveraged Bonds | Apr 30, 2002 | 1.41% | -1.79% | -5.11% | 2.27% | 3 | ||||||||
| Rydex Government Long Bond 1.2x Strategy Fund | Leveraged Bonds | Jan 2, 1994 | 0.99% | -1.58% | -4.65% | 3.89% | 3 |
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 Leveraged Bonds Mutual funds by Risk/Return Score
The top Leveraged Bonds Mutual funds by PortfoliosLab Risk/Return Score are DXHYX (24) and RYGBX (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 |
|---|---|---|---|---|
| Direxion Monthly High Yield Bull 1.2X Fund | 24 | — | Feb 2016 | |
| Rydex Government Long Bond 1.2x Strategy Fund | 3 | — | Jan 1994 | |
| ProFunds U.S. Government Plus ProFund | 3 | — | Apr 2002 | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | 3 | — | Mar 2005 |
Best-Performing Leveraged Bonds Mutual funds Over 5 Years
The top Leveraged Bonds Mutual funds is DXHYX (1.92%).
Across the lineup, Leveraged Bonds Mutual funds show an average 1-year return of 3.21% and an average 5-year return of -6.88%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Direxion Monthly High Yield Bull 1.2X Fund | 1.92% | — | Feb 2016 | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | -7.49% | — | Mar 2005 | |
| Rydex Government Long Bond 1.2x Strategy Fund | -10.64% | — | Jan 1994 | |
| ProFunds U.S. Government Plus ProFund | -11.31% | — | Apr 2002 |
Lowest-Cost Leveraged Bonds Mutual funds
The top Leveraged Bonds Mutual funds is RYGBX (0.99%).
With an average expense ratio of 1.28%, Leveraged 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 |
|---|---|---|---|---|
| Rydex Government Long Bond 1.2x Strategy Fund | 0.99% | — | Jan 1994 | |
| Direxion Monthly High Yield Bull 1.2X Fund | 1.35% | — | Feb 2016 | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | 1.35% | — | Mar 2005 | |
| ProFunds U.S. Government Plus ProFund | 1.41% | — | Apr 2002 |
Highest-Yield Leveraged Bonds Mutual funds
The top Leveraged Bonds Mutual funds is RYGBX (3.89%).
Across the lineup, Leveraged Bonds Mutual funds show an average dividend yield of 2.87%, 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 Government Long Bond 1.2x Strategy Fund | 3.89% | — | Jan 1994 | |
| Direxion Monthly High Yield Bull 1.2X Fund | 3.58% | — | Feb 2016 | |
| ProFunds U.S. Government Plus ProFund | 2.27% | — | Apr 2002 | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | 1.76% | — | Mar 2005 |
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