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Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 6 Trading-Inverse Debt Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.51 percent over the past year, -16.40 percent over the past three years, -16.27 percent over the past five years, and -8.85 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||5.6%|
|3 Years (Annualized)||-16.4%|
|5 Years (Annualized)||-16.3%|
|10 Years (Annualized)||-8.9%|
The investment seeks daily investment results, before fees and expenses, that correspond to one and one-quarter times the inverse (-1.25x) of the daily price movement of the most recently issued 30-Year U.S. Treasury Bond. The fund invests in derivatives that the adviser believes, in combination, should have similar daily return characteristics as one and one-quarter times the inverse (-1.25x) of the daily movement of the Long Bond. The fund is non-diversified.
Fees are High compared to funds in the same category.
ProFunds Rising Rates Opportunity Fund has an expense ratio of 1.74 percent.
Risk is N/A compared to funds in the same category according to Morningstar.