R10| Monday, October 7, 2019 THE WALL STREET JOURNAL.
Multicap Growth
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Akre Focus Fund;Rtl AKREX 11793.9 3.3 30.6 19.7 16.3 16.9
Marshfield Concntrrd Opp MRFOX 88.5 2.1 27.9 17.9 N.A. N.A.
Principal:MidCap;Inst PCBIX 16,969.3 3.3 34.6 16.7 13.5 16.2
Eaton Vance AC Sel Eq;I ESEIX 554.3 3.9 30.8 16.5 13.3 N.A.
YCG Enhanced;R YCGEX 267.6 2.2 29.4 15.8 12.0 N.A.
Category Average: 620.5 –1.4 20.7 1.1 10.4 13.0
Number of Funds: 577 569 566 450 321Midcap Core
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Touchstone:Mid Cap;Y TMCPX 1454.3 6.2 29.8 15.6 11.8 14.4
Nuance Mid Cap Val;Inst NMVLX 1,307.5 3.1 22.1 14.3 10.9 N.A.
Invesco S&P MidCp LV XMLV 3,226.5 3.3 20.2 10.7 14.3 N.A.
Principal:EDGE MdCp;R-6 PEDMX 694.1 5.2 25.8 8.7 N.A. N.A.
SPDR Russell 1000 LowVol ONEV 545.3 2.2 22.4 8.7 N.A. N.A.
Category Average: 922.7 0.6 19.1 –0.2 6.6 10.6
Number of Funds: 386 376 375 266 189Midcap Growth
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Value Line MdCp Foc;Inv VLIFX 387.6 1.8 30.1 15.3 14.6 15.4
Madison:Mid Cap;Y GTSGX 550.6 4.0 28.1 14.5 12.3 13.5
Virtus:KAR Sm-Cp G;I PXSGX 5,212.7 –2.1 29.4 14.4 22.6 18.6
DF Dent MidCap Gro;Inv DFDMX 137.9 0.9 32.6 13.0 14.3 N.A.
Virtus:KAR SmCp Cr;I PKSFX 1,540.9 3.7 32.5 12.8 17.9 16.1
Category Average: 686.1 –1.9 24.2 2.7 10.6 12.9
Number of Funds: 416 407 404 340 266Midcap Value
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
WellsFargo:Spec MCV;I WFMIX 8912.4 2.6 25.4 8.2 8.8 13.0
Virtus:Cer MC Val;I SMVTX 3,249.2 3.1 23.0 6.6 8.4 12.2
Invesco S&P MidCap VM XMVM 47.1 –1.4 18.9 5.7 6.9 11.4
Nuveen ESG Mid-Cap Val NUMV 56.8 1.9 21.2 5.0 N.A. N.A.
Columbia:Sel MC Val;I NAMAX 1,503.1 2.1 23.3 4.6 6.4 11.4
Category Average: 643.1 0.5 16.8 –2.9 5.7 10.5
Number of Funds: 186 184 184 141 104Small-Cap Core
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Needham:Sm Cap Gro;Instl NESIX 38.6 3.3 33.6 12.1 N.A. N.A.
Weitz:Hickory WEHIX 226.2 1.7 27.7 7.2 5.4 10.5
iShares:Edge MSCI MVUSSC SMMV 311.8 3.1 19.3 6.5 N.A. N.A.
FMI:Common Stock;Inv FMIMX 962.4 –1.0 19.5 5.3 7.8 10.8
Victory:RS Partners;Y RSPYX 408.4 0.2 22.8 3.8 7.1 11.0
Category Average: 490.7 –1.2 14.6 –7.4 6.8 10.5
Number of Funds: 971 962 953 690 495Small-Cap Growth
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Jacob Micro Cap Gro;Inst JMIGX 13.9 –9.4 22.3 6.0 8.3 10.3
Davenport SmCp Focus DSCPX 182.9 –0.2 26.2 5.0 N.A. N.A.
T Rowe Price I SC Stk TRSSX 5,275.8 0.2 24.6 4.5 12.0 14.9
T Rowe Price SC Stk OTCFX 9,901.0 0.1 24.4 4.2 11.7 14.4
MFS New Discovery;A MNDAX 1,430.7 –3.2 27.0 3.8 11.7 12.9
Category Average: 467.5 –4.5 17.8 –6.6 9.7 12.4
Number of Funds: 636 627 623 479 370Multicap Core
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Invesco S&P500 LowVl SPLV 12351.5 5.7 26.2 19.6 13.1 N.A.
Davenport Equity Opps DEOPX 467.6 3.8 33.9 17.6 10.5 N.A.
SPDR SSGA US LC Low Vol LGLV 796.1 4.0 27.1 17.5 13.7 N.A.
Volshares Large Cap VSL 1.4 1.8 32.2 17.3 N.A. N.A.
Frst Tr III:Hrzn MV Dom HUSV 233.2 4.2 25.1 16.1 N.A. N.A.
Category Average: 1,867.4 0.9 18.5 1.6 8.2 11.1
Number of Funds: 780 756 743 543 382Real Estate Funds
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Pacer Bchmrk Ind RE SCTR INDS 22.4 4.2 36.7 31.2 N.A. N.A.
iShares:Res Real Est REZ 554.5 9.8 30.0 30.1 13.4 15.0
Neuberger Rl Est;Inst NBRIX 512.5 9.2 32.5 25.4 11.1 13.3
Pacer Bchmrk D&I RE SCTR SRVR 84.7 9.0 38.9 25.2 N.A. N.A.
Sel Sector:Rl Est SPDR XLRE 3,905.4 7.7 29.6 24.6 N.A. N.A.
Category Average: 622.5 6.9 26.3 17.3 9.2 12.2
Number of Funds: 276.0 270 265 261 198 134Long Term Bond
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
PIMCO:Extend Dur;Inst PEDIX 1681.3 11.9 27.3 33.4 9.1 9.4
Vanguard Lg-Tm Bd;ETF BLV 13,043.2 6.8 20.7 22.0 6.8 7.4
T Rowe Price Inst:LD Cr RPLCX 37.1 6.5 22.7 22.0 6.8 N.A.
Schroder:LgDur IG Bd;Inv STWLX 136.8 6.4 20.7 21.9 6.3 N.A.
Ryan Labs Long Credit RLLCX 118.7 5.8 22.4 20.3 N.A. N.A.
Category Average: 667.6 2.8 12.0 11.6 4.1 5.1
Number of Funds: 329.0 323 318 316 221 147Large-Cap Core
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Franklin ETF:Lib US LV FLLV 18.2 3.2 25.9 13.6 N.A. N.A.
Hartfd:Stock HLS;IA N.A. 3.3 24.9 13.1 11.8 12.9
JPMorgan:US Minimum Vol JMIN 96.6 4.0 22.4 12.7 N.A. N.A.
Fidelity SAI US Low Vol FSUVX 3,810.4 3.0 21.0 11.9 N.A. N.A.
CNR:US Core Equity;Svcg CNRVX 320.9 3.2 26.3 11.7 11.6 N.A.
Category Average: 1,299.8 1.4 19.2 3.4 9.4 11.9
Number of Funds: 705 689 681 530 423Large-Cap Growth
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Eaton Vance AC Foc Gr;I EILGX 117.4 3.0 30.4 19.2 15.1 13.8
Calvert Soc Inv:Eqty;A CSIEX 3,172.3 3.3 29.6 18.7 14.0 13.8
MFS Mass Inv Gro;A MIGFX 7,638.8 3.0 28.0 12.9 13.6 14.2
Vontobel US Eq Inst;I VTUIX 15.7 3.2 23.3 11.5 N.A. N.A.
VictoryII:VShs Div Accel VSDA 127.3 3.8 24.1 11.3 N.A. N.A.
Category Average: 1,880.1 –0.2 21.5 2.8 12.0 13.5
Number of Funds: 644 642 635 524 411Large-Cap Value
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Hillman:Hillman;NL HCMAX 57.8 2.9 24.5 11.3 10.6 11.7
Payden:Eqty Inc;SI PYVSX $1,342.6 3.5 22.0 9.0 9.6 N.A.
Neuberger LC Value;Inv NPRTX 1,783.7 0.8 15.7 8.9 8.9 10.4
MP 63 Fund DRIPX 71.5 3.5 21.6 8.8 9.9 11.9
Commerce:Value CFVLX 265.8 2.9 17.5 8.7 9.6 12.7
Category Average: 1,043.7 1.4 16.8 1.9 7.2 10.5
Number of Funds: 470 459 458 378 294Multicap Value
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Copley Fund COPLX 101.3 5.7 19.3 16.1 13.1 11.8
Frst Tr VI:DW Mom&Lw Vol DVOL 112.0 6.3 27.6 15.9 N.A. N.A.
Frst Tr:Val Line Div Idx FVD 7,178.0 4.0 21.8 12.9 11.7 13.5
Nuance Concen Val;Inst NCVLX 432.4 1.8 18.8 12.8 8.1 N.A.
LM Low Vol Hi Div LVHD 727.3 4.9 19.0 12.8 N.A. N.A.
Category Average: 632.8 0.8 16.3 –0.5 6.5 10.2
Number of Funds: 451 448 445 333 252N.A.: Not applicable; fund is too new * Annualized Note: For funds with multiple share classes, only the largest is shown.
Small-Cap Value
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Quaker Inv:SMC Imp V;I QSVIX 20.4 4.1 19.8 5.4 7.8 11.5
Invesco S&P SmCp LV XSLV 2,045.6 2.4 16.5 1.8 12.9 N.A.
MFS New Discr Val;R6 N.A. 2.5 22.3 1.3 10.6 N.A.
Franklin Val:SC Val;A FRVLX 2,324.3 4.2 16.6 –1.4 7.5 10.3
Dunham:Sm Cap Value;N DNSVX 50.0 2.7 16.5 –1.9 7.9 10.3
Category Average: 357.3 –0.6 12.2 –10.0 5.1 9.4
Number of Funds: 258 251 246 206 135Intermediate Bond
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
DoubleLine:Lng Dur TR;I DBLDX 92.4 6.5 16.1 21.2 N.A. N.A.
iShares:ESG USD Corp Bd SUSC 46.5 3.0 13.2 13.0 N.A. N.A.
Vanguard Total Corp Bond VTC 202.9 3.0 13.1 13.0 N.A. N.A.
Ivy PS:S&P 500 Bd Idx;I IPRIX 135.8 3.0 13.3 12.7 N.A. N.A.
Vanguard Int-T B;Adm VBILX 34354.7 2.4 10.3 12.4 3.9 4.8
Category Average: 2,081.8 2.1 8.5 9.5 3.1 3.9
Number of Funds: 526.0 523 518 512 385 298JOURNAL REPORT | INVESTING IN FUNDS & ETFS
Category Kings in 16 Realms
Top-performing funds in each category, ranked by one-year total returns (changes in net asset values with reinvested distributions) as of September 30; assets are as of August 30. All performance numbers are final.
Balanced Funds
Assets Total return (%)
Symbol ($ millions)3rd-qtr (%) YTD 1-yr 5-yr* 10-yr*
Goldman:Inc Builder;I GSBIX 1610.0 2.7 16.6 9.5 5.0 8.3
Franklin Inv:Mgd Inc;A FBLAX 3,700.1 2.2 13.7 9.0 5.8 8.4
Vanguard LS Income;Inv VASIX 4,629.7 2.2 10.4 8.9 4.6 5.2
AB TM All Mkt Inc;A AGIAX 104.1 2.6 14.5 8.7 4.4 5.1
Vanguard Wellington;Adm VWENX106,143.2 3.2 16.5 8.7 8.2 9.9
Category Average: 1,194.1 1.0 13.3 4.1 5.5 7.4
Number of Funds: 572.0 572 564 564 499 424Best and Worst
Total return for the best-
and worst-performing
stock, bond and mixed
mutual-fund categories;
for period ended
September 30; ranked by
3rd-quarter returns.Best Performers
Fund Third-quarter 12-monthWorst Performers
Fund Third-quarter 12-monthSource: LipperReal Estate 6.9% 17.3%
Utility 6.4 20.4
Gold Oriented 4.3 35.2
Sector 4.0 10.5
Managed Futures 3.2 3.2
Long-Term U.S. 3.0 12.1
Long-Term Bond 2.8 11.6
Intermediate Bond 2.1 9.5Natural Resources –9.1% –27.0%
Health/Biotechnology –6.8 –11.4
Latin American –4.5 14.9
Small-Cap Growth –4.5 –6.6
Emerging Markets –3.5 0.6
European Region –2.1 –2.6
Midcap Growth –1.9 2.7
Pacific Region –1.7 –1.6Data provided byOne–Year Best Performers
Assets Performance (%)
Fund Name ($ millions) Sept.3rd–qtr1–year
Direxion:Ntrl Gs Rl Br3X 9.6 –20.8 46.4 232.4
Direxion:S&P OG EP Br 3X 41.6 –23.1 32.3 192.6
Direxion:Gold M Id Bl 3X 1,601.5 –31.4 1.5 116.8
Direxion:Utilities Bl 3X 8.4 12.5 27.3 81.0
ProFunds:Prec Metals;Inv 39.9 –15.4 7.6 70.1
UBS E-TRACS MR2xL ISE Hb 2.4 20.5 44.8 68.1
VelShs 3x Long Gold 183.6 –11.2 8.7 66.0
VelocityShares Sht LIBOR 6.1 –7.3 0.3 59.2
Direxion:Jr Mnr Bull 3X 936.6 –35.0 –5.5 54.6
iShares:MSCI Gl GMiners 325.3 –9.5 6.0 53.3
Direxion:Hbldrs&Sup Bl3X 43.6 19.0 40.9 52.9
Aberdeen:SP Palladium 207.3 8.5 9.7 52.1
Direxion:EnergyBear 3X 38.8 –11.9 15.5 51.6
Direxion:MSCI Bra Bull3X 407.8 7.0 –16.6 49.2
iShares:MSCI Brz Sm-Cap 106.6 1.3 1.1 48.3
ProShares:Ult Util 19.5 7.9 16.9 48.2
Sprott Gold Miners 219.4 –10.5 4.4 47.7
ProShares:UlS OIl Gas 17.4 –8.2 12.7 46.7
US Global GG&P Mtl Mine 26.8 –11.3 8.2 46.5
OCM:Gold;Inv 36.3 –11.8 7.6 46.2
VnEck Vctrs:Gold Miners 11,864.8 –10.2 4.7 45.7
Frst Tr ADex:Brazil 121.6 0.3 0.5 44.4
WellsFargo:Prec Met;A 368.2 –10.1 4.3 44.3
Amer Cent:Gl Gold;Inv 547.2 –10.1 4.4 43.5
ProShs II:Ult Gold 118.1 –7.4 6.3 43.2
DB Gold Double Long ETN 107.8 –7.2 6.8 42.7
Invesco Solar 456.1 –3.8 4.3 42.7
ProShares:Ult MSCI Braz 6.2 4.9 –10.0 42.0
VnEck Vctrs:Brazil Sm Cp 82.6 0.1 –2.7 41.2
Direxion:MSCI RE Bull 3X 49.0 5.0 19.1 41.1
Winners and Losers
Best– and worst–performing stock funds for the periods ended September 30; assets as of August 30 and include all share classes. Performance data are final and include share prices and reinvested dividends.
Third–Quarter Best Performers
Assets Performance (%)
Fund Name ($ millions) Sept.3rd–qtr1–year
ETF Mgr:Brkwv DB Shppng 2.1 –8.0 48.2 –13.4
Direxion:Ntrl Gs Rl Br3X 9.6 –20.8 46.4 232.4
UBS E-TRACS MR2xL ISE Hb 2.4 20.5 44.8 68.1
Direxion:S&P Btech Br 3X 93.1 14.5 41.5 5.6
Direxion:Hbldrs&Sup Bl3X 43.6 19.0 40.9 52.9
iPath Bloomberg Nickel A 8.6 –5.0 40.0 40.5
iPath Bloomberg Nickel B 9.4 –4.5 35.3 36.0
Direxion:S&P OG EP Br 3X 41.6 –23.1 32.3 192.6
Direxion:Utilities Bl 3X 8.4 12.5 27.3 81.0
ProShares:UPS Nasdaq Bio 3.9 9.3 26.1 31.9
VelShs 3x Long Silver 350.9 –23.3 25.4 24.9
VelShs Dly 4X L USDvsEUR 3.5 5.7 21.4 39.5
Direxion:China Bear 3X 89.8 –5.5 21.0 –1.8
Direxion:MSCI RE Bull 3X 49.0 5.0 19.1 41.1
ProShs II:Ult Silver 259.7 –15.2 18.6 26.9
ProShares:UlS Nasdaq Bio 24.3 6.4 18.1 30.2
ProShares:Ult Util 19.5 7.9 16.9 48.2
Direxion:Cons Stp BL 3X 4.7 4.6 16.7 N.A.
VelShs Dly 4X L USDvsAUD 5.8 –1.5 16.2 28.6
DB Crude Oil Db Sht ETN 14.1 3.4 15.7 25.4
Direxion:EnergyBear 3X 38.8 –11.9 15.5 51.6
Direxion:Semicnd Bull 3X 690.4 9.9 14.9 11.1
ProFunds:UltSh Latin;Inv 3.7 –6.8 14.8 –17.5
UBS ETRACS MP2xL MUR Ix 4.0 5.4 14.5 30.1
ProShares:Ult Real Est 147.1 3.4 13.8 35.9
ProShares:UlS FTSE Ch 50 42.8 –3.7 13.7 0.5
Direxion:MSCI EM Bear 3X 65.2 –5.0 13.6 –5.2
VelShs Dly 4X L USDvsGBP 5.8 –4.2 13.4 27.5
iShares:US Home Cons ETF 1,081.9 6.2 13.4 23.3
Aberdeen:SP Silver 412.9 –6.2 13.3 20.3
Third–Quarter Worst Performers
Assets Performance (%)
Fund Name ($ millions) Sept.3rd–qtr1–year
Direxion:Nat Gas Bull 3X 26.4 0.9 –58.2 –91.3
Direxion:S&P OG EP Bl 3X 198.0 5.1 –52.9 –91.6
Direxion:S&P Btech Bl 3X 510.9 –16.2 –38.6 –66.7
AdvsrShs Pure Cannabis 53.4 –16.7 –36.0 N.A.
ETFMG Alternative Hrvst 891.1 –12.5 –33.4 –45.5
VelShs 3x Invrs Silver 30.8 16.7 –33.1 –43.0
USCF:US 3x Oil 19.0 –11.8 –32.3 –76.9
VelShs 3x Long Crude 348.7 –11.9 –32.3 –76.8
VelShs 3x Long Crude ETN 28.4 –11.9 –32.3 –76.7
Direxion:Jr Mnr Bear 3X 146.0 32.7 –32.0 –77.1
Cannabis Growth;Inst 1.3 –13.2 –31.6 N.A.
ProShs II:UltPro 3x CO 95.5 –11.2 –31.6 –76.3
UBS PS Daily 3x Lng Crd 12.3 –11.2 –31.5 –76.2
Direxion:Pharm&Med Bl 3X 14.2 0.8 –30.9 –66.0
Glbl X MSCI Argnt ETF 67.1 1.4 –29.2 –12.1
iShares:MSCI Arg & GE 8.7 1.5 –29.1 –11.9
ProFunds:OE & S US;Inv 5.4 3.5 –28.0 –67.2
Victory:Gl Nat Res;Y 177.6 7.1 –27.5 –61.9
ProShares:UP Nasdaq Bio 23.3 –10.4 –26.8 –57.1
Direxion:Gold M Id Br 3X 355.8 31.2 –26.6 –78.7
VelShs Dly 2x VIX ST ETN 1,081.7 –28.1 –26.4 –49.6
Direxion:Semicnd Bear 3X 178.8 –12.3 –26.2 –60.8
Destinations Real Asst;I 140.7 –0.5 –24.9 –55.1
SPDR S&P Oil&Gas E&S 129.8 1.1 –24.5 –56.2
Direxion:Latin Bull 3X 7.8 8.4 –22.7 –15.4
Direxion:China Bull 3X 319.0 4.3 –22.7 –30.0
Invesco S&P SC Enrgy 19.5 0.4 –22.3 –56.8
Invesco Dyn Oil 11.7 1.5 –22.1 –52.7
ProShs II:UlS Silver 11.1 12.3 –21.9 –31.5
bDirexion:EnergyBull 3X 298.8 10.6 –21.7 –57.6One–Year Worst Performers
Assets Performance (%)
Fund Name ($ millions) Sept. 3rd–qtr1–year
Direxion:S&P OG EP Bl 3X 198.0 5.1 –52.9 –91.6
Direxion:Nat Gas Bull 3X 26.4 0.9 –58.2 –91.3
VelShs 3x Long Nat Gas 654.3 –1.2 –10.1 –79.3
Direxion:Gold M Id Br 3X 355.8 31.2 –26.6 –78.7
Direxion:Jr Mnr Bear 3X 146.0 32.7 –32.0 –77.1
USCF:US 3x Oil 19.0 –11.8 –32.3 –76.9
VelShs 3x Long Crude 348.7 –11.9 –32.3 –76.8
VelShs 3x Long Crude ETN 28.4 –11.9 –32.3 –76.7
ProShs II:UltPro 3x CO 95.5 –11.2 –31.6 –76.3
UBS PS Daily 3x Lng Crd 12.3 –11.2 –31.5 –76.2
ProFunds:OE & S US;Inv 5.4 3.5 –28.0 –67.2
Direxion:S&P Btech Bl 3X 510.9 –16.2 –38.6 –66.7
Direxion:Pharm&Med Bl 3X 14.2 0.8 –30.9 –66.0
VelShs 3x Inv Nat Gas 189.6 –6.9 –15.6 –63.8
Victory:Gl Nat Res;Y 177.6 7.1 –27.5 –61.9
Direxion:Semicnd Bear 3X 178.8 –12.3 –26.2 –60.8
Direxion:EnergyBull 3X 298.8 10.6 –21.7 –57.6
ProShs II:Ult Blm Nat Gs 37.2 –0.3 –7.1 –57.6
ProShares:UP Nasdaq Bio 23.3 –10.4 –26.8 –57.1
Invesco S&P SC Enrgy 19.5 0.4 –22.3 –56.8
SPDR S&P Oil&Gas E&S 129.8 1.1 –24.5 –56.2
Destinations Real Asst;I 140.7 –0.5 –24.9 –55.1
ProShs II:Ult Blm CrO 351.9 –5.4 –18.1 –55.1
AdvisorShs NewTech & Med 12.1 –11.7 –19.1 –53.8
Invesco Dyn Oil 11.7 1.5 –22.1 –52.7
Direxion:MSCI SKor Bl3X 42.7 16.9 –20.5 –52.5
VnEck Vctrs:Oil Services 597.7 2.5 –20.6 –52.3
ProShares:UlS MSCI Brz 32.4 –5.9 3.6 –52.2
Direxion:Retail Bull 3X 13.3 21.2 –4.9 –51.7
Fidelity Sel Enrgy Ser 189.8 4.2 –17.5 –50.7Five–Year Best Performers
Assets Performance (%)
Fund Name ($ millions) 3rd–qtr 1–year 5–year*
Direxion:Semicnd Bull 3X 690.4 14.9 11.1 44.8
Direxion:Tech Bull 3X 765.5 5.2 0.1 39.7
iPath ETN Glbl Carbon A 9.0 –5.9 16.3 35.6
ProShares:UltP QQQ 3,636.1 –0.5 –13.3 33.8
ProShares:Ult Tech 338.0 4.7 2.5 28.5
ProShares:UltP Dow30 457.5 2.2 –3.1 28.2
ProShares:Ult Semicond 59.8 9.0 1.3 27.5
ARK Web x.0 384.7 –6.6 6.7 26.7
ProShares:Ult QQQ 1,843.9 0.7 –3.7 25.4
Direxion:Finl Bull 3X 1,316.4 4.8 11.4 25.2
Direxion:M NAS Bl 2x;Inv 181.9 1.2 –4.3 25.0
Rydex:NASDAQ 2x;H 416.6 0.5 –4.5 24.3
ProFunds:UltraNASDAQ;Inv 459.2 0.5 –4.7 24.2
ProShares:UltPro S&P500 1,249.7 1.8 –2.9 23.5
Direxion:S&P 500 Bull 3X 926.0 1.8 –2.5 23.2
ProFunds:Internet;Inv 187.8 –10.2 –11.4 23.0
Virtus:KAR Sm-Cp G;I 5,212.7 –2.1 14.4 22.6
ProShares:Ult Util 19.5 16.9 48.2 22.1
ProShares:Ult Cons Sv 24.6 –2.7 –1.5 22.1
ProFunds:Semiconduct;Inv 34.6 7.3 4.4 21.9
Crdt Suis FI Lg Cp Gr 2,087.3 2.0 –7.2 21.7
UBS AG Enh LC Growth ETN 1,566.3 2.0 –7.4 21.7
ProFunds:Technology;Inv 52.9 3.8 3.9 21.5
Invesco Dyn Sftwre 551.4 –2.9 7.0 21.4
Invesco Dyn Smcnd 178.1 6.6 9.6 21.2
iShares:PHLX Semicon 1,454.8 7.2 15.8 21.1
iShares:US Med Dev ETF 4,104.3 2.9 9.2 20.7
ProShares:Ultra Dow30 346.3 2.1 1.0 20.5
SPDR S&P Semiconductor 334.6 6.6 19.4 20.5
UBS E-TRACS MP 2xL S&P D 17.3 3.8 8.9 20.5Five–Year Worst Performers
Assets Performance (%)
Fund Name ($ millions) 3rd–qtr 1–year 5–year*
Direxion:Nat Gas Bull 3X 26.4 –58.2 –91.3 –82.7
VelShs Dly 2x VIX ST ETN 1,081.7 –26.4 –49.6 –82.6
ProShs II:UltVIX STF ETF 497.3 –16.4 –30.5 –79.8
VelShs 3x Long Nat Gas 654.3 –10.1 –79.3 –76.5
Direxion:Jr Mnr Bear 3X 146.0 –32.0 –77.1 –73.3
VelShs 3x Long Crude ETN 28.4 –32.3 –76.7 –67.2
Direxion:Gold M Id Br 3X 355.8 –26.6 –78.7 –64.2
Direxion:Semicnd Bear 3X 178.8 –26.2 –60.8 –60.0
ProShs II:Ult Blm Nat Gs 37.2 –7.1 –57.6 –55.3
Direxion:Russia Bear 3x 23.7 9.5 –35.9 –48.3
Direxion:Tech Bear 3X 55.6 –13.0 –39.7 –47.1
ProShs II:VIX ST Fut ETF 240.4 –8.0 –12.2 –46.0
VelShs VIX ShTm ETN 25.3 –8.0 –12.0 –45.8
Direxion:Jr Mnr Bull 3X 936.6 –5.5 54.6 –45.3
ProShs II:Ult Blm CrO 351.9 –18.1 –55.1 –44.4
ProShares:UltP Sht QQQ 1,169.5 –6.7 –25.5 –43.3
ProShares:UlS Semicond 11.8 –14.4 –30.8 –38.1
ProShares:UlPS Fin Sel 1.9 –8.7 –21.7 –37.2
Direxion:Finl Bear 3X 172.9 –9.1 –27.8 –36.2
ProShares:UltP Sht Dow30 240.7 –6.2 –17.8 –34.5
Direxion:China Bear 3X 89.8 21.0 –1.8 –33.1
Direxion:MSCI RE Bear 3X 15.6 –18.9 –42.1 –33.1
ProShares:UlS Tech 5.2 –8.3 –22.1 –32.9
Frst Tr:Natural Gas 72.1 –20.7 –48.0 –32.4
Direxion:Sm Cap Bear 3X 323.5 4.2 12.9 –32.4
ProFunds:OE & S US;Inv 5.4 –28.0 –67.2 –32.4
Direxion:S&P 500 Bear 3X 508.2 –6.1 –18.7 –32.4
ProShares:UltPSh Rus2000 70.4 3.8 11.6 –32.3
ProShares:UlS MSCI Brz 32.4 3.6 –52.2 –32.3
ProShares:Ul PrSh S&P500 623.4 –6.0 –18.0 –31.8Ten–Year Best Performers
Assets Performance (%)
Fund Name ($ millions) 3rd–qtr1–year10–year*
Direxion:Tech Bull 3X 765.5 5.2 0.1 37.5
ProShares:UltPro S&P500 1,249.7 1.8 –2.9 31.7
ProShares:Ult QQQ 1,843.9 0.7 –3.7 31.4
Direxion:S&P 500 Bull 3X 926.0 1.8 –2.5 31.1
Direxion:M NAS Bl 2x;Inv 181.9 1.2 –4.3 31.1
ProShares:Ult Cons Sv 24.6 –2.7 –1.5 30.9
Rydex:NASDAQ 2x;H 416.6 0.5 –4.5 30.3
ProFunds:UltraNASDAQ;Inv 459.2 0.5 –4.7 30.2
ProShares:Ult Tech 338.0 4.7 2.5 27.6
Direxion:MidCapBull 3X 43.7 –4.1 –21.1 26.6
ProFunds:Internet;Inv 187.8 –10.2 –11.4 26.3
ProShares:Ult Semicond 59.8 9.0 1.3 25.9
ProShares:Ult Hlth Cr 99.8 –6.7 –15.1 25.4
Direxion:MSCI RE Bull 3X 49.0 19.1 41.1 24.8
ProShares:Ult Indust 19.0 –0.2 –0.8 24.1
ProShares:Ultra Dow30 346.3 2.1 1.0 23.8
ProShares:Ultra S&P500 2,272.5 1.9 1.5 23.0
ProFunds:Cnsmr Svcs;Inv 59.3 –2.1 0.2 22.4
Direxion:M S&P Bl 2x;Inv 60.8 2.1 –0.1 22.3
ProFunds:UltraDow 30;Inv 30.8 1.9 0.6 22.3
ProShares:Ult Util 19.5 16.9 48.2 22.2
Rydex:Dow 2x;H 41.8 1.9 0.5 22.2
Rydex:S&P 500 2x;H 142.4 1.6 0.6 21.6
ProFunds:UltraBull;Inv 96.4 1.6 0.6 21.4
Direxion:Finl Bull 3X 1,316.4 4.8 11.4 21.3
ProShares:Ult Cons Gd 6.8 8.1 12.6 21.0
ProShares:Ult SC600 22.3 –2.2 –24.1 20.9
ProFunds:Technology;Inv 52.9 3.8 3.9 20.6
ProShares:Ult Real Est 147.1 13.8 35.9 20.6
PIMCO:Stk+ L Dur;Inst 504.4 8.1 24.2 20.6Ten–Year Worst Performers
Assets Performance (%)
Fund Name ($ millions) 3rd–qtr1–year10–year
Direxion:Tech Bear 3X 55.6 –13.0 –39.7 –47.0
Direxion:MSCI RE Bear 3X 15.6 –18.9 –42.1 –44.5
Direxion:Sm Cap Bear 3X 323.5 4.2 12.9 –43.5
Direxion:Finl Bear 3X 172.9 –9.1 –27.8 –42.1
Direxion:MidCapBear 3X 3.5 –2.2 –2.7 –40.6
Direxion:S&P 500 Bear 3X 508.2 –6.1 –18.7 –39.5
ProShares:Ul PrSh S&P500 623.4 –6.0 –18.0 –38.8
ProShares:UlS Semicond 11.8 –14.4 –30.8 –37.3
ProFunds:UltSh NAS;Inv 18.6 –3.8 –13.0 –34.0
Rydex:Inv NAS 2x;H 23.4 –3.7 –13.1 –33.8
ProShares:UlS QQQ 333.1 –3.6 –13.2 –33.5
ProShares:UlS Tech 5.2 –8.3 –22.1 –32.9
ProShares:UlS Cons Sv 2.7 0.6 –11.5 –32.0
Direxion:EnergyBear 3X 38.8 15.5 51.6 –31.5
Direxion:MSCI EM Bear 3X 65.2 13.6 –5.2 –30.2
ProShares:UlS SC600 3.2 –1.0 13.7 –30.2
ProShares:UlS Indust 2.4 –2.3 –11.8 –30.1
ProFunds:UltSh Sm-Cp;Inv 6.5 3.3 11.6 –29.6
Rydex:Inv Rus 2x;A 18.0 3.4 12.2 –29.0
ProShares:UlS Rl Est 18.5 –13.0 –31.1 –28.9
ProShares:UlS Rus2000 103.6 3.5 12.5 –28.7
ProShares:UlS Hlth Cr 3.0 5.5 6.2 –28.6
ProShs II:Ult Blm CrO 351.9 –18.1 –55.1 –28.4
ProFunds:UltSh Md-Cp;Inv 1.7 –0.8 0.7 –28.4
Direxion:MSCI DM Bear 3X 3.2 2.4 0.8 –28.3
Direxion:M SC Br 2x;Inv 9.6 5.5 7.4 –27.5
ProShares:UlS Finl 31.2 –6.1 –16.5 –27.5
ProShares:UlS MC400 3.5 –0.7 1.5 –27.5
ProFunds:UltraBear;Inv 11.6 –3.7 –10.8 –27.4
ProFunds:UltSh Dow30;Inv 3.9 –3.8 –10.4 –27.4
Note: For funds with multiple share classes, only the largest is shown Annualized N.A. = not applicable, fund is too new
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