Hot Mutual Funds and ETFs - March 2009
Welcome to the March edition of Hot Mutual Funds and ETFs.
Based on several requests from the readers I have added "Bear Market" category to the Hot Mutual Funds and ETFs list from this month.
Happy Investing!!
Mutual Fund Guru (http://hotmutualfunds.blogspot.com)
Category Returns
Hot Mutual Funds and ETFs Recommendations
All data as of 2/28/2009. Next update before 4/15/2009 |
ETFs listed in Green |
Mutual Funds listed in Yellow |
Hot Large Cap ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
Mutual Fund Church Capital Value Trust Ad | Large Blend | 0.15 | 1.26 | -3.7 | -31.89 | -9.22 | $1000 | 4 | 9.66M | 19-Jan-06 | 16.42 | -0.72 | |
Hot Specialty ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
ETF SPDR Gold Shares | Specialty-Precious Metals | 1.7 | 4.92 | 4.92 | 18.82 | 31.50B | 20.61 | 0.79 | |||||
ETF iShares COMEX Gold Trust | Specialty-Precious Metals | 1.39 | 5.11 | 5.11 | 18.77 | 2.05B | 21.69 | 0.73 | |||||
ETF Biotech HOLDRs | Specialty-Health | -6.14 | 6.1 | 6.1 | -5.09 | 1.32B | |||||||
Hot Foreign ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
Mutual Fund Dreyfus Greater China I | Pacific/Asia ex-Japan Stk | -1.53 | 12.51 | -7.29 | -53.16 | 3.4 | $1000 | 3 | 28.67M | 12-May-98 | 39.05 | 0.12 | |
Hot Bear Market ETFs & Mutual Funds | |||||||||||||
Name | Category | 1 Month | 3 Month | YTD | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio |
ETF UltraShort Semiconductor ProShares | Bear Market | 27.58 | 114.3 | 114.3 | 17.82M | ||||||||
ETF UltraShort Technology ProShares | Bear Market | 32.14 | 96.55 | 96.55 | 49.44M | ||||||||
ETF UltraShort QQQ ProShares | Bear Market | 21.93 | 77.66 | 77.66 | 620.58M | ||||||||
ETF UltraShort Basic Materials ProShares | Bear Market | 21.25 | 60.15 | 60.15 | 70.05M | ||||||||
ETF UltraShort S&P500 ProShares | Bear Market | 16.86 | 61.36 | 61.36 | 2.89B | ||||||||
Mutual Fund Rydex Inverse S&P 500 2x Strategy H | Bear Market | 21.59 | 29.21 | 40.0 | 94.12 | 24.42 | 8.64 | $2500 | 0 | 243.68M | 19-May-00 | 28.77 | 0.77 |
Mutual Fund Rydex Inverse Dow 2x Strategy H | Bear Market | 23.58 | 40.45 | 44.96 | 93.64 | 18.19 | 7.68 | $2500 | 0 | 31.39M | 20-Feb-04 | 28.17 | 0.6 |
Mutual Fund Rydex Inverse S&P 500 Strategy Inv | Bear Market | 10.79 | 16.69 | 19.81 | 53.46 | 17.5 | 8.12 | $2500 | 0 | 212.60M | 07-Jan-94 | 15.11 | 0.9 |
Mutual Fund Federated Prudent Bear A | Bear Market | 6.92 | 9.89 | 13.15 | 33.73 | 19.93 | 10.48 | $2000 | 0 | 1.06B | 28-Dec-95 | 14.83 | 1.06 |
Mutual Fund Federated Prudent Bear C | Bear Market | 6.72 | 9.54 | 12.95 | 32.56 | 19.04 | 9.66 | $2000 | 0 | 61.25M | 08-Feb-99 | 14.91 | 1.0 |
Mutual Fund Comstock Capital Value R | Bear Market | 7.12 | 7.19 | 8.73 | 55.5 | 17.96 | 4.69 | $1000 | 0 | 110.00K | 22-Aug-95 | 19.83 | 0.74 |
Mutual Fund Rydex Inverse Mid Cap Strategy H | Bear Market | 9.25 | 7.15 | 15.79 | 46.74 | 16.38 | 4.08 | $2500 | 0 | 9.77M | 20-Feb-04 | 19.02 | 0.7 |
Mutual Fund Rydex Inverse Russell 2000 Strategy H | Bear Market | 12.4 | 14.12 | 23.27 | 38.1 | 15.6 | 4.09 | $2500 | 0 | 26.99M | 20-Feb-04 | 19.8 | 0.65 |
Mutual Fund Rydex Dync Inverse Nasdaq-100 2X Strat H | Bear Market | 8.09 | -0.52 | 9.82 | 46.62 | 12.27 | $2500 | 0 | 125.97M | 23-May-00 | 39.61 | 0.38 | |
Mutual Fund Rydex Inverse Nasdaq-100 Strategy Inv | Bear Market | 4.23 | 1.25 | 5.59 | 31.66 | 11.42 | 4.25 | $2500 | 0 | 46.65M | 03-Sep-98 | 20.11 | 0.46 |