PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 80 Leveraged mutual funds.

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


Category: Leveraged
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
GSSFX
Gotham Short Strategies FundInverse Equities, LeveragedJul 30, 20171.35%
ProFunds U.S. Government Plus ProFundLeveraged Bonds, LeveragedApr 30, 20021.41%
-11.30%
-2.32%
4.84%
ProFunds UltraSector Health Care FundLeveraged Equities, LeveragedJun 18, 20001.61%
3.79%
12.68%
0.25%
ProFunds Industrial Ultra Sector FundLeveraged Equities, LeveragedJan 29, 20041.75%
10.34%
12.01%
0.00%
ProFunds Internet UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.48%
9.69%
17.93%
0.00%
ProFunds Pharmaceuticals UltraSector FundLeveraged Equities, LeveragedJun 27, 20001.78%
-4.23%
3.30%
0.50%
ProFunds Precious Metals UltraSector FundLeveraged Equities, LeveragedJun 2, 20021.53%
6.50%
-3.15%
1.23%
PIMCO StocksPLUS Short FundInverse Equities, LeveragedJul 22, 20030.64%
-3.84%
-10.80%
0.00%
ProFunds Real Estate UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.55%
-11.94%
3.77%
2.31%
Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...Leveraged Equities, LeveragedNov 27, 20141.32%
10.18%
3.41%
ProFunds Rising Rates Opportunity FundInverse Bonds, LeveragedApr 30, 20021.52%
14.71%
-2.39%
4.31%
ProFunds Rising Rates Opportunity 10 FundInverse Bonds, LeveragedJan 9, 20051.78%
6.66%
-0.37%
6.26%
Rydex Inverse NASDAQ-100 Strategy FundInverse Equities, LeveragedSep 2, 19981.55%
-4.04%
-18.04%
5.01%
Rydex Inverse Mid-Cap Strategy FundInverse Equities, LeveragedFeb 19, 20042.39%
-1.54%
-11.72%
9.36%
Rydex Inverse Russell 2000 Strategy FundInverse Equities, LeveragedFeb 19, 20042.49%
0.60%
-11.37%
9.81%
Rydex Dow 2x Strategy FundLeveraged Equities, LeveragedFeb 19, 20042.61%
2.99%
14.93%
0.47%
Rydex Inverse Dow 2x Strategy FundInverse Equities, LeveragedFeb 19, 20042.70%
-2.63%
-25.25%
1.02%
Rydex Europe 1.25x Strategy FundLeveraged Equities, LeveragedMay 7, 20001.69%
5.84%
2.66%
0.63%
Rydex Government Long Bond 1.2x Strategy FundLeveraged Bonds, LeveragedJan 2, 19940.99%
-10.94%
-1.81%
3.78%
Rydex Inverse High Yield Strategy FundInverse Bonds, LeveragedApr 15, 20071.55%
2.15%
-4.37%
0.00%

21–40 of 80

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

Loading data...