Trading-Inverse Debt
These funds seek to generate returns equal to an inverse fixed multiple of short-term returns of a fixed-income index. The compounding of short-term returns results in performance that does not correspond to those of investing in the index with external leverage. For example, a fund attempting to achieve negative 2 times the returns of a given index on a daily basis is unlikely to deliver anything like negative 2 times the index's returns over periods longer than one day. Many of these funds seek to generate a multiple typically negative 1 to negative 3 times of the daily or weekly return of the reference index. Trading funds are not considered suitable for a long-term investor and are designed to be used by active traders. Morningstar®
Access Flex Bear High Yield Fund (AFBIX)
| Performance (1-yr.): 20.15% | Expenses: 1.78% |
| Performance (1-mo.): 1.69% | Total Assets: $3.73M |
Direxion Monthly 7-10 Year Treasury Bear 2X Fund (DXKSX)
| Performance (1-yr.): 0.17% | Expenses: 1.90% |
| Performance (1-mo.): 5.94% | Total Assets: $7.57M |
ProFunds Rising Rates Opportunity 10 Fund (RTPIX)
| Performance (1-yr.): 0.06% | Expenses: 1.77% |
| Performance (1-mo.): 3.42% | Total Assets: $28.21M |
ProFunds Rising Rates Opportunity Fund (RRPIX)
| Performance (1-yr.): 7.51% | Expenses: 1.74% |
| Performance (1-mo.): 9.05% | Total Assets: $84.97M |
Rydex Inverse Government Long Bond Strategy Fund (RYAQX)
| Performance (1-yr.): 7.88% | Expenses: 1.65% |
| Performance (1-mo.): 7.88% | Total Assets: $554.29M |
Rydex Inverse High Yield Strategy Fund (RYILX)
| Performance (1-yr.): 18.08% | Expenses: 1.51% |
| Performance (1-mo.): 1.99% | Total Assets: $80.54M |
