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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 43 Leveraged Equities mutual funds.

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


Category: Leveraged Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
RYEUX
Rydex Europe 1.25x Strategy FundLeveraged Equities, LeveragedMay 7, 20001.69%
11.41%
3.09%
0.60%
Rydex Japan 2x Strategy FundLeveraged Equities, LeveragedFeb 21, 20081.49%
6.64%
7.76%
5.50%
Rydex Mid-Cap 1.5x Strategy FundLeveraged Equities, LeveragedAug 15, 20011.65%
11.76%
10.56%
0.32%
Rydex Russell 2000 1.5x Strategy FundLeveraged Equities, LeveragedOct 31, 20001.69%
3.70%
7.30%
0.20%
Rydex Nova FundLeveraged Equities, LeveragedJul 11, 19931.23%
15.92%
15.55%
0.51%
Rydex Russell 2000 2x Strategy FundLeveraged Equities, LeveragedMay 30, 20061.86%
3.52%
6.73%
0.34%
Rydex S&P 500 2x Strategy FundLeveraged Equities, LeveragedMay 18, 20001.82%
20.30%
18.84%
0.12%
Rydex NASDAQ-100 2x Strategy FundLeveraged Equities, LeveragedMay 23, 20001.87%
17.65%
29.18%
0.00%
Rydex Emerging Markets 2x Strategy FundLeveraged Equities, LeveragedOct 28, 20101.82%
13.71%
-1.04%
1.89%
ProFunds Semiconductor UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.49%
63.97%
37.38%
0.00%
ProFunds Technology UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.48%
13.47%
26.08%
0.33%
ProFunds UltraSmall Cap FundLeveraged Equities, LeveragedFeb 6, 20001.60%
3.38%
6.45%
0.70%
ProFunds UltraLatin America FundLeveraged Equities, LeveragedOct 15, 20071.73%
-10.44%
-10.43%
4.83%
ProFunds Ultra Dow 30 ProFundLeveraged Equities, LeveragedJun 2, 20021.54%
9.86%
17.88%
0.87%
ProFunds UltraChinaLeveraged Equities, LeveragedFeb 3, 20081.74%
6.15%
-12.43%
3.07%
ProFunds UltraJapan FundLeveraged Equities, LeveragedFeb 6, 20001.78%
35.49%
17.68%
0.00%
ProFunds UltraBull FundLeveraged Equities, LeveragedNov 25, 19971.46%
20.41%
18.80%
0.02%
ProFunds UltraMid Cap FundLeveraged Equities, LeveragedFeb 6, 20001.51%
14.34%
11.67%
0.52%
ProFunds Ultra International FundLeveraged Equities, LeveragedApr 18, 20061.78%
11.75%
1.14%
0.00%
ProFunds UltraNASDAQ-100 FundLeveraged Equities, LeveragedNov 30, 19971.47%
17.61%
29.81%
0.00%

21–40 of 43

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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