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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Rydex Dow 2x Strategy FundLeveraged Equities, LeveragedFeb 19, 20042.61%
-8.41%
15.83%
1.96%
15
Rydex Europe 1.25x Strategy FundLeveraged Equities, LeveragedMay 7, 20001.69%
-1.88%
8.02%
6.07%
20
Rydex Japan 2x Strategy FundLeveraged Equities, LeveragedFeb 21, 20081.49%
3.69%
11.74%
1.07%
71
Rydex Mid-Cap 1.5x Strategy FundLeveraged Equities, LeveragedAug 15, 20011.65%
2.48%
10.73%
0.72%
23
Rydex Russell 2000 1.5x Strategy FundLeveraged Equities, LeveragedOct 31, 20001.69%
-0.08%
9.41%
0.84%
44
Rydex Nova FundLeveraged Equities, LeveragedJul 11, 19931.23%
-6.55%
16.82%
0.81%
35
Rydex Russell 2000 2x Strategy FundLeveraged Equities, LeveragedMay 30, 20061.86%
-0.91%
8.91%
3.71%
39
Rydex S&P 500 2x Strategy FundLeveraged Equities, LeveragedMay 18, 20001.82%
-9.18%
19.85%
5.27%
29
Rydex NASDAQ-100 2x Strategy FundLeveraged Equities, LeveragedMay 23, 20001.87%
-11.39%
28.94%
8.08%
40
Rydex Emerging Markets 2x Strategy FundLeveraged Equities, LeveragedOct 28, 20101.82%
-6.05%
8.04%
0.90%
36
ProFunds Semiconductor UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.49%
-2.57%
39.69%
13.36%
89
ProFunds Technology UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.48%
-10.45%
23.61%
3.60%
46
ProFunds UltraSmall Cap FundLeveraged Equities, LeveragedFeb 6, 20001.60%
-0.79%
8.68%
0.48%
42
ProFunds UltraLatin America FundLeveraged Equities, LeveragedOct 15, 20071.73%
43.05%
6.47%
3.52%
95
ProFunds Ultra Dow 30 ProFundLeveraged Equities, LeveragedJun 2, 20021.54%
-7.33%
18.88%
4.21%
15
ProFunds UltraChinaLeveraged Equities, LeveragedFeb 3, 20081.74%
-23.04%
-13.73%
7.86%
1
ProFunds UltraJapan FundLeveraged Equities, LeveragedFeb 6, 20001.78%
13.39%
22.98%
35.02%
93
ProFunds UltraBull FundLeveraged Equities, LeveragedNov 25, 19971.46%
-9.02%
19.84%
10.02%
31
ProFunds UltraMid Cap FundLeveraged Equities, LeveragedFeb 6, 20001.51%
2.65%
11.54%
0.18%
23
ProFunds Ultra International FundLeveraged Equities, LeveragedApr 18, 20061.78%
-0.08%
8.04%
0.33%
50

Rows per page

21–40 of 44

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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