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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
RYIUX
Rydex Inverse Russell 2000 2x Strategy FundInverse Equities, LeveragedMay 30, 20062.05%
-6.54%
-25.17%
2.90%
Rydex Japan 2x Strategy FundLeveraged Equities, LeveragedFeb 21, 20081.49%
7.34%
8.00%
5.46%
Rydex Inverse Government Long Bond Strategy FundInverse Bonds, LeveragedMar 2, 19954.28%
10.84%
-0.78%
1.14%
Rydex Mid-Cap 1.5x Strategy FundLeveraged Equities, LeveragedAug 15, 20011.65%
11.88%
10.76%
0.32%
Rydex Russell 2000 1.5x Strategy FundLeveraged Equities, LeveragedOct 31, 20001.69%
3.65%
7.54%
0.20%
Rydex Nova FundLeveraged Equities, LeveragedJul 11, 19931.23%
16.12%
15.69%
0.51%
Rydex Russell 2000 2x Strategy FundLeveraged Equities, LeveragedMay 30, 20061.86%
3.48%
7.05%
0.34%
Rydex S&P 500 2x Strategy FundLeveraged Equities, LeveragedMay 18, 20001.82%
20.56%
19.03%
0.12%
Rydex Inverse S&P 500 2x Strategy FundInverse Equities, LeveragedMay 18, 20002.16%
-16.70%
-26.71%
4.02%
Rydex Inverse S&P 500 Strategy FundInverse Equities, LeveragedJan 6, 19941.49%
-7.16%
-12.54%
3.02%
Rydex Inverse NASDAQ-100 2x Strategy FundInverse Equities, LeveragedMay 22, 20002.49%
-16.25%
-36.85%
5.45%
Rydex NASDAQ-100 2x Strategy FundLeveraged Equities, LeveragedMay 23, 20001.87%
17.46%
29.27%
0.00%
Rydex Emerging Markets 2x Strategy FundLeveraged Equities, LeveragedOct 28, 20101.82%
14.98%
-0.74%
1.87%
Rydex Inverse Emerging Markets 2x Strategy FundInverse Equities, LeveragedOct 28, 20101.87%
-16.28%
-20.67%
3.92%
ProFunds Short Small Cap ProFundInverse Equities, LeveragedApr 30, 20021.78%
-3.20%
-12.01%
17.58%
ProFunds Semiconductor UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.49%
60.78%
37.22%
0.00%
ProFunds Short NASDAQ-100 FundInverse Equities, LeveragedApr 30, 20021.78%
-7.43%
-19.26%
7.25%
ProFunds Technology UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.48%
13.05%
26.13%
0.33%
ProFunds UltraSmall Cap FundLeveraged Equities, LeveragedFeb 6, 20001.60%
3.37%
6.78%
0.70%
ProFunds UltraLatin America FundLeveraged Equities, LeveragedOct 15, 20071.73%
-9.90%
-10.08%
4.80%

41–60 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

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