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.
- Number of Funds
- 44
- Avg. Expense Ratio
- 1.63%
- Avg. Yield
- 4.43%
- Avg. 1 Year Return
- 40.32%
- Median Risk/Return Score
- 43 / 100
The Best Leveraged Equities Mutual Funds
44 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ProFunds UltraNASDAQ-100 Fund | Leveraged Equities | Nov 30, 1997 | 1.47% | 22.65% | 31.10% | 14.90% | 36 | ||||||||
| ProFunds Utilities UltraSector Fund | Leveraged Equities | Jul 25, 2000 | 1.73% | 4.47% | 8.44% | 0.74% | 6 | ||||||||
| ProFunds UltraEmerging Markets Fund | Leveraged Equities | Apr 18, 2006 | 1.92% | 4.38% | 8.17% | 2.44% | 20 | ||||||||
| Communication Services UltraSector ProFund | Leveraged Equities | Jun 18, 2000 | 1.78% | -10.22% | -0.56% | 1.56% | 5 |
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 Equities Mutual funds by Risk/Return Score
The top Leveraged Equities Mutual funds by PortfoliosLab Risk/Return Score are PHPIX (94) and BIPIX (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ProFunds Pharmaceuticals UltraSector Fund | 94 | — | Jun 2000 | |
| ProFunds Biotechnology UltraSector Fund | 93 | — | Jun 2000 | |
| ProFunds UltraJapan Fund | 88 | — | Feb 2000 | |
| ProFunds UltraLatin America Fund | 81 | — | Oct 2007 | |
| Direxion Monthly Small Cap Bull 1.75X Fund | 77 | — | Feb 1999 |
Best-Performing Leveraged Equities Mutual funds Over 5 Years
The top Leveraged Equities Mutual funds is UJPIX (35.06%).
Across the lineup, Leveraged Equities Mutual funds show an average 1-year return of 40.32% and an average 5-year return of 8.90%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ProFunds UltraJapan Fund | 35.06% | — | Feb 2000 | |
| ProFunds UltraSector Oil & Gas Fund | 28.74% | — | Jun 2000 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 18.71% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 18.68% | — | Nov 2014 | |
| Rydex NASDAQ-100 2x Strategy Fund | 17.44% | — | May 2000 |
Lowest-Cost Leveraged Equities Mutual funds
The top Leveraged Equities Mutual funds is DXNLX (1.19%).
With an average expense ratio of 1.63%, Leveraged Equities 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 |
|---|---|---|---|---|
| Direxion Monthly NASDAQ-100 Bull 1.25X Fund | 1.19% | — | Mar 2016 | |
| Rydex Nova Fund | 1.23% | — | Jul 1993 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 1.27% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 1.32% | — | Nov 2014 | |
| Direxion Monthly S&P 500 Bull 1.75X Fund | 1.35% | — | May 2006 |
Highest-Yield Leveraged Equities Mutual funds
The top Leveraged Equities Mutual funds is RMQAX (29.77%).
Across the lineup, Leveraged Equities Mutual funds show an average dividend yield of 4.43%, 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 Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 29.77% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 28.54% | — | Nov 2014 | |
| ProFunds UltraJapan Fund | 26.55% | — | Feb 2000 | |
| ProFunds UltraNASDAQ-100 Fund | 14.90% | — | Nov 1997 | |
| Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 12.35% | — | May 2006 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 561 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 456 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 407 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 264 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 113 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 91 Mutual fundsGlobal Allocation · 88 Mutual fundsDividend · 87 Mutual fundsTactical Allocation · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 81 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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