FYI: If betting on a stock market pullback is your thing, the mutual fund industry offers plenty of options. But InvestmentNews thought it would be interesting to provide some perspective on what a bear-market strategy might feel like.
Fund data gathered from CFRA and Morningstar Inc. identify the 10 worst-performing funds overall for the last 12 months, through Aug. 7. All were bear-market funds, which over the period declined an average 20.5%. Over the same stretch, the S&P 500 Index gained 17.47%.
Regards,
Ted
1. Upright Growth (UPUPX)
2. ProFunds UltraShort NASDAQ-100 (USPSX)
3. Rydex Inverse NASDAQ-100 2x Strategy (RYCDX)
4. Navigator Sentry Managed Volatility (NVXAX)
5. ProFunds UltraShort Small-Cap (UCPSX)
6. Rydex Inverse Russell 2000 2x Strategy (RYIZX)
7. Direxion Mthly Small Cap Bear 2X (DXRSX)
8. ProFunds UltraShort Dow 30 (UWPSX)
9. Rydex Inverse Dow 2x Strategy (RYCZX)
10. ProFunds UltraShort Japan (UKPSX)
http://www.investmentnews.com/gallery/20180808/FREE/808009999/PH