Leveraged 3X ETFs are funds that track a wide variety of asset classes, such as stocks, bonds and commodity futures, and apply leverage in order to gain three times the daily or monthly return of the respective underlying index. Such ETFs come in the long and short varieties. Funds in this category often track indices, but can also build portfolios of specific equities without tracking an index. Click on the tabs below to see more information on Leveraged Equity ETFs, including historical performance, dividends, holdings, expense ratios, technical indicators, analysts reports and more.

13 Jan 2009 The design of the fund trapped investors into a position in which they than 7.1 %, the leveraged ETF will underperform the underlying index. 6 Oct 2017 This fund is designed to provide two times (2x) the daily performance of the S&P 500 Index, before fees and expenses. Say the S&P 500 goes up  A leveraged exchange-traded fund (ETF) is a marketable security that uses financial derivatives and debt to amplify the returns of an underlying index. While a traditional exchange-traded fund typically tracks the securities in its underlying index on a one-to-one basis, a leveraged ETF may aim for a 2:1 or 3:1 ratio. The main problem is that these funds are designed to replicate the return of a stock index ON A DAILY BASIS, not an annual basis. If the S&P 500 goes up 1% on Tuesday, a 3X Leveraged Fund is supposed to go up 3% (less expenses) on Tuesday. This leveraged fund seeks to double the return of the S&P 500 for a single day (from one NAV calculation to the next) using stocks and derivatives. The Fund pays a quarterly dividend. It trades at approximately $110 with a trailing 12-month dividend yield of 0.33%. YTD through December 22, 2017,

Leveraged exchange-traded funds, or ETFs, can effectively double or triple your exposure to a certain index or asset class and can be used to create a long (bull) or short (bear) position. For example, a triple-leveraged S&P 500 ETF will return three times the daily performance of that index.

5 Mar 2018 Leveraged ETFs may make exciting moves, but they are perilous for SEE ALSO: 5 Dirt-Cheap Index Funds That Invest in Dividend Stocks  5 Nov 2019 Index Funds today are a source of investment for investors looking at a long term, less risky form of investment. The success of index funds  4 May 2017 Leveraged Exchange Traded Funds (ETFs) are designed to provide the On day one if the index rose 10%, the 3x leveraged fund would gain  10 Sep 2015 The fund creates a triple leveraged long position in the S&P Energy Select Sector Index while charging 95 bps in fees a year. It has $421 million  7 Jul 2017 For instance, a three times leveraged S&P 500 ETF would in theory There are also "inverse" funds that aim to go up when the index goes  24 Jan 2009 These include so-called 130/30 funds that aim to amplify market returns by betting against some stocks, as well as "leveraged index" funds,  The leverage in Xact Bull and Bear ETFs is calculated on a daily basis. causes the value to change faster than corresponding investments without leverage. If the index rises by 2 per cent in one day, the value of Xact Bull 2 ​​rises by 

28 Jul 2019 Leveraged funds use debt to achieve returns that are typically two or three times that of the index they track. For example, a fund with a 2:1 ratio 

17 Oct 2019 Despite leverage of 3x, the leveraged fund gained 32% to the index's 66% return. The end result of this is, you'd have been better off simply  27 Apr 2018 Leverage can be great when stocks go up but can magnify losses to the point of financial ruin when the tide turns. Plus, leveraged ETFs tend to  By “desired returns,” we mean the stated multiple (2x or -1x, for example) of the fund's underlying index; that is, an ETF that offers 2x exposure to the S&P 500  index volatility that will be experienced. Although leveraged funds will never be long-. term buy and hold investments, in many. market environments leveraged  My unleveraged return in the market from a S&P 500 index fund will likely be around 6% (2% dividend yield plus 4% earnings growth with the S&P 500 index price  I'm perfectly willing to invest it in an index (like the S&P) or in a few bellwether- style single stocks (think Warren Buffet: KO, BAC, JNJ, etc). Most mutual funds  23 Dec 2019 Exchange-traded funds that use leverage to offer double or triple the daily P), which offers two times the daily return of the Nasdaq 100 index, 

4 May 2017 Leveraged Exchange Traded Funds (ETFs) are designed to provide the On day one if the index rose 10%, the 3x leveraged fund would gain 

10 Sep 2015 The fund creates a triple leveraged long position in the S&P Energy Select Sector Index while charging 95 bps in fees a year. It has $421 million 

The main problem is that these funds are designed to replicate the return of a stock index ON A DAILY BASIS, not an annual basis. If the S&P 500 goes up 1% on Tuesday, a 3X Leveraged Fund is supposed to go up 3% (less expenses) on Tuesday.

27 Apr 2018 Leverage can be great when stocks go up but can magnify losses to the point of financial ruin when the tide turns. Plus, leveraged ETFs tend to  By “desired returns,” we mean the stated multiple (2x or -1x, for example) of the fund's underlying index; that is, an ETF that offers 2x exposure to the S&P 500  index volatility that will be experienced. Although leveraged funds will never be long-. term buy and hold investments, in many. market environments leveraged 

13 Jan 2009 The design of the fund trapped investors into a position in which they than 7.1 %, the leveraged ETF will underperform the underlying index. 6 Oct 2017 This fund is designed to provide two times (2x) the daily performance of the S&P 500 Index, before fees and expenses. Say the S&P 500 goes up  A leveraged exchange-traded fund (ETF) is a marketable security that uses financial derivatives and debt to amplify the returns of an underlying index. While a traditional exchange-traded fund typically tracks the securities in its underlying index on a one-to-one basis, a leveraged ETF may aim for a 2:1 or 3:1 ratio. The main problem is that these funds are designed to replicate the return of a stock index ON A DAILY BASIS, not an annual basis. If the S&P 500 goes up 1% on Tuesday, a 3X Leveraged Fund is supposed to go up 3% (less expenses) on Tuesday.