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The Best Leveraged Mutual Funds

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


Category is Leveraged
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 UltraSector Health Care FundLeveraged Equities, LeveragedJun 18, 20001.61%
-7.24%
9.13%
0.19%
4
ProFunds Industrial Ultra Sector FundLeveraged Equities, LeveragedJan 29, 20041.75%
8.09%
14.18%
1.63%
56
ProFunds Internet UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.48%
-19.04%
20.96%
0.00%
5
ProFunds Pharmaceuticals UltraSector FundLeveraged Equities, LeveragedJun 27, 20001.78%
-5.09%
6.05%
0.94%
47
ProFunds Precious Metals UltraSector FundLeveraged Equities, LeveragedJun 2, 20021.53%
16.55%
18.84%
0.37%
93
PIMCO StocksPLUS Short FundInverse Equities, LeveragedJul 22, 20030.64%
4.72%
-15.38%
0.00%
1
ProFunds Real Estate UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.55%
1.57%
2.71%
0.85%
2
Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...Leveraged Equities, LeveragedNov 27, 20141.32%
-10.91%
31.38%
40.71%
48
ProFunds Rising Rates Opportunity FundInverse Bonds, LeveragedApr 30, 20021.52%
1.41%
1.13%
3.45%
13
ProFunds Rising Rates Opportunity 10 FundInverse Bonds, LeveragedJan 9, 20051.78%
1.49%
0.72%
3.45%
8
Rydex Inverse NASDAQ-100 Strategy FundInverse Equities, LeveragedSep 2, 19981.55%
5.68%
-17.27%
2.11%
1
Rydex Inverse Mid-Cap Strategy FundInverse Equities, LeveragedFeb 19, 20042.39%
-3.23%
-10.76%
34.11%
1
Rydex Inverse Russell 2000 Strategy FundInverse Equities, LeveragedFeb 19, 20042.49%
-0.59%
-11.66%
7.91%
1
Rydex Dow 2x Strategy FundLeveraged Equities, LeveragedFeb 19, 20042.61%
-7.51%
15.95%
1.94%
14
Rydex Inverse Dow 2x Strategy FundInverse Equities, LeveragedFeb 19, 20042.70%
5.61%
-24.69%
5.57%
1
Rydex Europe 1.25x Strategy FundLeveraged Equities, LeveragedMay 7, 20001.69%
-0.19%
8.20%
5.97%
23
Rydex Government Long Bond 1.2x Strategy FundLeveraged Bonds, LeveragedJan 2, 19940.99%
-1.24%
-4.34%
3.52%
2
Rydex Inverse High Yield Strategy FundInverse Bonds, LeveragedApr 15, 20071.55%
2.66%
-3.03%
0.00%
2
Rydex Inverse Russell 2000 2x Strategy FundInverse Equities, LeveragedMay 30, 20062.05%
-5.36%
-26.57%
3.98%
1
Rydex Japan 2x Strategy FundLeveraged Equities, LeveragedFeb 21, 20081.49%
8.02%
12.20%
1.03%
76

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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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