The Best Leveraged Equities Mutual Funds

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

Category is Leveraged Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BIPIX	ProFunds Biotechnology UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.49%	5.27%	9.43%	0.35%	90
BKPIX	ProFunds Banks UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.71%	-3.60%	10.09%	1.47%	15
BLPIX	ProFunds Bull Investor Fund	Leveraged Equities, Leveraged	Nov 30, 1997	1.50%	-4.77%	11.41%	1.66%	43
BMPIX	ProFunds Basic Materials UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.89%	14.94%	10.79%	1.58%	27
CNPIX	ProFunds Consumer Goods UltraSector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.78%	7.77%	13.61%	0.56%	4
CYPIX	ProFunds Consumer Services Ultra Sector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.54%	-13.79%	12.06%	0.00%	11
DXNLX	Direxion Monthly NASDAQ-100 Bull 1.25X Fund	Leveraged Equities, Leveraged	Mar 31, 2016	1.19%	-8.07%	—	1.08%	53
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	Leveraged Equities, Leveraged	May 1, 2006	1.39%	-11.33%	29.62%	16.69%	55
DXRLX	Direxion Monthly Small Cap Bull 1.75X Fund	Leveraged Equities, Leveraged	Feb 22, 1999	1.35%	-0.01%	10.67%	2.08%	49
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	Leveraged Equities, S&P 500	May 1, 2006	1.35%	-8.90%	24.53%	8.37%	44
ENPIX	ProFunds UltraSector Oil & Gas Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.51%	59.46%	9.54%	1.73%	61
FNPIX	ProFunds Financials UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.72%	-14.97%	13.37%	0.00%	3
HCPIX	ProFunds UltraSector Health Care Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.61%	-8.32%	9.00%	0.19%	4
IDPIX	ProFunds Industrial Ultra Sector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.75%	5.48%	13.90%	1.67%	58
INPIX	ProFunds Internet UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.48%	-20.03%	20.82%	0.00%	6
PHPIX	ProFunds Pharmaceuticals UltraSector Fund	Leveraged Equities, Leveraged	Jun 27, 2000	1.78%	-6.79%	5.86%	0.95%	37
PMPIX	ProFunds Precious Metals UltraSector Fund	Leveraged Equities, Leveraged	Jun 2, 2002	1.53%	9.64%	18.11%	0.39%	92
REPIX	ProFunds Real Estate UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.55%	1.42%	2.70%	0.85%	3
RMQAX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...	Leveraged Equities, Leveraged	Nov 27, 2014	1.32%	-12.98%	31.08%	41.68%	53
RMQHX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy H	Leveraged Equities	Nov 28, 2014	1.27%	-12.99%	31.05%	39.96%	46

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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