Leveraged ETFs

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Average returns in this Category	3 months return	6 months return	12 months return	YTD return

Leveraged ETFs	-2.14%	11.40%	-38.80%	2.02%

Ticker SPY	Name	3 months return	6 months return	12 months return	YTD return

DPK	DEVELOPED MKTS BEAR3	-45.63%	-81.01%		-70.37%

ERY	Energy Bear 3X - Triple-Leveraged ETF	-11.54%	-65.66%		-59.17%

ERX	Energy Bull 3X - Triple-Leveraged ETF	3.36%	69.68%		-2.8%

LAGR	ETFS Leveraged Agriculture ETF	-17.69%	16.16%	-48.88%	-0.58%

LALL	ETFS Leveraged All Commodities ETF	-4.04%	32.6%	-53.71%	15.01%

LALU	ETFS Leveraged Aluminium ETF	22.66%	62.29%	-65.49%	22.24%

LCOC	ETFS Leveraged Cocoa ETF	23.05%	46.15%	14.03%	22.62%

LCFE	ETFS Leveraged Coffee ETF	-9.97%	15.62%	-41.36%	13.3%

LCOP	ETFS Leveraged Copper ETF	55.1%	150.21%	-40.96%	285.9%

LCOR	ETFS Leveraged Corn ETF	-48.88%	-47.98%	-81.29%	-52.46%

LCTO	ETFS Leveraged Cotton ETF	-4.58%	52.03%	-48.82%	13.75%

LOIL	ETFS Leveraged Crude Oil ETF	-12.21%	47.06%	-88.19%	6.28%

LNRG	ETFS Leveraged Energy ETF	-20.26%	18.04%	-84.68%	-20.89%

LNEY	ETFS Leveraged Ex-Energy ETF	-0.44%	31.25%	-40.39%	35.49%

LGAS	ETFS Leveraged Gasoline ETF	-12.49%	76.8%	-76.67%	181.3%

LBUL	ETFS Leveraged Gold ETF

LGRA	ETFS Leveraged Grains ETF	-40.94%	-14.43%	-65.51%	-31.77%

LHEA	ETFS Leveraged Heating Oil ETF	-17.48%	54.92%	-82.03%	23.05%

LIME	ETFS Leveraged Industrial Metals ETF	56.67%	101.43%	12.8%	51.61%

LLEA	ETFS Leveraged Lead ETF	46.92%	143.14%	-12.43%	342.86%

LLHO	ETFS Leveraged Lean Hogs ETF	-13.08%	-50.53%	-72.24%	-55.32%

LLCT	ETFS Leveraged Live Cattle ETF	-1.96%	-6.57%	-44.82%	-17.18%

LLST	ETFS Leveraged Livestock ETF	-5.95%	-23.28%	-57.05%	-33.26%

LNGA	ETFS Leveraged Natural Gas ETF	-48.17%	-63.04%	-93.11%	-83.13%

LNIK	ETFS Leveraged Nickel ETF	26.29%	175.58%	-47.72%	88.1%

LPET	ETFS Leveraged Petroleum ETF	0%	0%	-86.67%	-83.33%

LPLA	ETFS Leveraged Platinum ETF	9.75%	47.06%	-2.45%	92.68%

LPMT	ETFS Leveraged Precious Metals ETF	16.3%	17.94%	60.34%	42.11%

LSIL	ETFS Leveraged Silver ETF	37.24%	55.81%	77.85%	112.15%

LSFT	ETFS Leveraged Softs ETF	14.9%	56.67%	-13.96%	55.59%

LSYO	ETFS Leveraged Soybean Oil ETF	-24.46%	14.82%	-64.42%	-5.97%

LSOB	ETFS Leveraged Soybeans ETF	-24.42%	38.16%	-41.15%	13.66%

LSUG	ETFS Leveraged Sugar ETF	83.25%	123.92%	67.22%	162.85%

LTIM	ETFS Leveraged Tin ETF	-9.95%	95.08%	-51.03%	102.64%

LWEA	ETFS Leveraged Wheat ETF	-51.03%	-49.14%	-78.19%	-61.16%

LZIC	ETFS Leveraged Zinc ETF	50.67%	114.54%	-17.86%	125.69%

FAZ	Financial Bear 3X - Triple-Leveraged ETF	432.64%	-42.36%		-35.1%

FAS	Financial Bull 3X - Triple-Leveraged ETF	687.27%	1%		201.06%

HBD	Horizons BetaPro COMEX Gold Bullion Bear Plus ETF

HBU	Horizons BetaPro COMEX Gold Bullion Bull Plus ETF

HOD	Horizons BetaPro NYMEX Crude Oil Bear Plus ETF

HOU	Horizons BetaPro NYMEX Crude Oil Bull Plus ETF

HND	Horizons BetaPro NYMEX Natural Gas Bear Plus ETF

HNU	Horizons BetaPro NYMEX Natural Gas Bull Plus ETF

HXD	Horizons BetaPro S&P/TSX 60 Bear ETF

HXU	Horizons BetaPro S&P/TSX 60 Bull ETF

HED	Horizons BetaPro S&P/TSX Capped Energy Bear Plus ETF

HEU	Horizons BetaPro S&P/TSX Capped Energy Bull Plus ETF

HFD	Horizons BetaPro S&P/TSX Capped Financials Bear Plus ETF

HFU	Horizons BetaPro S&P/TSX Capped Financials Bull Plus ETF

HGD	Horizons BetaPro S&P/TSX Global Gold Bear Plus ETF

HGU	Horizons BetaPro S&P/TSX Global Gold Bull Plus ETF

HMD	Horizons BetaPro S&P/TSX Global Mining Bear Plus ETF

HMU	Horizons BetaPro S&P/TSX Global Mining Bull Plus ETF

BGZ	Large Cap Bear 3X - Triple-Leveraged ETF	-36.03%	-71.68%		-61.47%

BGU	Large Cap Bull 3X - Triple-Leveraged ETF	31.97%	145.27%		35.34%

DMM	MacroShares Major Metro Housing Down

UMM	MacroShares Major Metro Housing Up

URR	Market Vectors Double Long Euro ETN	11.92%	26.23%	3.52%	7.98%

DRR	Market Vectors Double Short Euro ETN	-11.11%	-24.16%	-13.6%	-12.99%

AGA	PowerShares DB Agriculture Double Short ETN	14.09%	-14.45%	42.19%	3.29%

BDD	PowerShares DB Base Metals Double Long ETN	37.04%	98.79%	-40.29%	113.2%

BOM	PowerShares DB Base Metals Double Short ETN	-37%	-62.95%	-13.81%	-64.74%

DYY	PowerShares DB Commodity Double Long ETN	-11.85%	23.74%	-61.24%	8.88%

DXO	PowerShares DB Crude Oil Double Long ETN	-4.81%	74.7%	-68.61%	70.59%

DTO	PowerShares DB Crude Oil Double Short ETN	15.72%	-57.03%	100.17%	-43.29%

DGP	PowerShares DB Gold Double Long ETN	16.4%	14.65%	42.87%	26.76%

DZZ	PowerShares DB Gold Double Short ETN	-15.39%	-19.08%	-52.54%	-27.5%

UCD	ProShares Ultra DJ-AIG Commodity ETF	-6.01%	25.94%		3.02%

UCO	ProShares Ultra DJ-AIG Crude Oil ETF	-17.65%	38.61%		-18.19%

ULE	ProShares Ultra Euro ETF	10.89%	25.54%		6.34%

UGL	ProShares Ultra Gold ETF	15.75%	12.58%		22.09%

AGQ	ProShares Ultra Silver ETF	34.46%	43.79%		86.79%

LTL	ProShares Ultra Telecommunications ETF	4.54%	49.09%	-47.51%	19.32%

YCL	ProShares Ultra Yen ETF	15.09%	15.04%		-3.14%

CMD	ProShares UltraShort DJ-AIG Commodity ETF	-3.18%	-37.04%		-29.37%

SCO	ProShares UltraShort DJ-AIG Crude Oil ETF	5.17%	-50.65%		-44.69%

EUO	ProShares UltraShort Euro ETF	-9.11%	-24.44%		-14.63%

FXP	ProShares UltraShort FTSE/Xinhua China 25 ETF	-26.98%	-70.63%	-91.05%	-73.89%

GLL	ProShares UltraShort Gold ETF	-16.76%	-21.48%		-33.19%

TBT	ProShares UltraShort Lehman 20+ Year Treasury Bond ETF	-18.75%	-1.42%	-27.48%	21.87%

PST	ProShares UltraShort Lehman 7-10 Year Treasury Bond ETF	-9.21%	-4.14%	-20.22%	0.68%

EFU	ProShares UltraShort MSCI EAFE ETF	-33.12%	-66.57%	-62.56%	-51.77%

EEV	ProShares UltraShort MSCI Emerging Markets ETF	-32.17%	-70.38%	-86.84%	-72.55%

EWV	ProShares UltraShort MSCI Japan ETF	-19.86%	-54%	-55.73%	-30.93%

ZSL	ProShares UltraShort Silver ETF	-38.23%	-55.01%		-68.99%

TLL	ProShares UltraShort Telecommunications ETF	-22.66%	-55.94%	-68.59%	-53.82%

YCS	ProShares UltraShort Yen ETF	-15.14%	-17.39%		-5.86%

RRY	Rydex 2x Russell 2000 ETF	31.53%	124.06%	-47.83%	27.41%

RSU	Rydex 2x S&P 500 ETF	25.94%	86.99%	-42.91%	26.22%

RMM	Rydex 2x S&P MidCap 400 ETF	28.24%	111.37%	-41.59%	45.82%

REA	Rydex 2x S&P Select Sector Energy ETF	4.9%	60.41%	-59.97%	12.35%

RFL	Rydex 2x S&P Select Sector Financial ETF	39.48%	161.21%	-77.9%	-9.64%

RHM	Rydex 2x S&P Select Sector Health Care ETF	28.55%	40.98%	-28.7%	18.84%

RTG	Rydex 2x S&P Select Sector Technology ETF	28.12%	94.21%	-24.25%	72.95%

RRZ	Rydex Inverse 2x Russell 2000 ETF	-29.68%	-65.93%	-44.52%	-50.52%

RSW	Rydex Inverse 2x S&P 500 ETF	-24.43%	-53.7%	-32.12%	-40.53%

RMS	Rydex Inverse 2x S&P MidCap 400 ETF	-28.11%	-61.42%	-57.16%	-53.53%

REC	Rydex Inverse 2x S&P Select Sector Energy ETF	-11.41%	-49.57%	-93.88%	-46.16%

RFN	Rydex Inverse 2x S&P Select Sector Financial ETF	-37.2%	-84.63%	-90.99%	-80.98%

RHO	Rydex Inverse 2x S&P Select Sector Health Care ETF	-28.04%	-35.46%	-41.57%	-28.91%

RTW	Rydex Inverse 2x S&P Select Sector Technology ETF	-20.83%	-51.84%	-73.51%	-52.3%

DBX1DS	SHORTDAX ETF	5.36%	-15.15%	17%	-1.49%

TZA	Small Cap Bear 3X - Triple-Leveraged ETF	-42.54%	-82.62%		-72.83%

TNA	Small Cap Bull 3X - Triple-Leveraged ETF	49.32%	204.91%		25.76%

UYM	Ultra Basic Materials ETF	35.97%	155.41%	-58.66%	84.52%

UGE	Ultra Consumer Goods ETF	24.35%	67.28%	-32.61%	24.52%

UCC	Ultra Consumer Services ETF	27.56%	89.67%	-34.09%	40.87%

UYG	Ultra Financials ETF	39.21%	146.05%	-73.56%	-6.97%

RXL	Ultra Health Care ETF	33.8%	47.72%	-26.96%	18.45%

UXI	Ultra Industrials ETF	31.88%	119.7%	-50.36%	23.71%

MVV	Ultra MidCap 400 ETF	34.58%	118.52%	-42.48%	48.08%

DIG	Ultra Oil & Gas ETF	2.52%	51.82%	-50.24%	9.73%

QLD	Ultra QQQ ETF	32.51%	109.46%	-26.82%	82.82%

URE	Ultra Real Estate ETF	52.59%	134.31%	-81.55%	-12.5%

UKF	Ultra Russell 1000 Growth ETF	19.11%	83.01%	-35.41%	45.42%

UVG	Ultra Russell 1000 Value ETF	31.21%	95.72%	-42.99%	14.05%

UWM	Ultra Russell 2000 ETF	31.9%	122.57%	-49.41%	29.78%

UKK	Ultra Russell 2000 Growth ETF	26.1%	120.6%	-39.01%	44.73%

UVT	Ultra Russell 2000 Value ETF	37.64%	125.08%	-52.27%	12.98%

UKW	Ultra Russell MidCap Growth ETF	29.98%	108.45%	-41.52%	64.78%

UVU	Ultra Russell MidCap Value ETF	41.2%	133.48%	-48.32%	36.87%

SSO	Ultra S&P 500 ETF	26.85%	86.23%	-36.9%	27.67%

USD	Ultra Semiconductors ETF	46.03%	113.21%	-12.13%	104.5%

SAA	Ultra SmallCap 600 ETF	25.34%	113.4%	-47.89%	21.9%

ROM	Ultra Technology ETF	33.47%	113.19%	-17.44%	96.23%

UPW	Ultra Utilities ETF	11.89%	47.6%	-44.07%	-0.9%

SMN	UltraShort Basic Materials ETF	-35.19%	-72.08%	-71.11%	-70.45%

SZK	UltraShort Consumer Goods ETF	-22.21%	-46.61%	-24.29%	-31.96%

SCC	UltraShort Consumer Services ETF	-25.39%	-55.01%	-46.77%	-46.14%

DXD	UltraShort Dow 30 ETF	-22.44%	-49.91%	-45.91%	-32.77%

SKF	UltraShort Financials ETF	-35.64%	-80.75%	-76.35%	-74.03%

RXD	UltraShort Health Care ETF	-27.63%	-37.18%	-43.44%	-28.45%

SIJ	UltraShort Industrials ETF	-29.02%	-64.47%	-56.63%	-46.19%

MZZ	UltraShort MidCap 400 ETF	-29.68%	-63.39%	-54.46%	-54.56%

DUG	UltraShort Oil & Gas ETF	-10.01%	-47.95%	-66.4%	-40.77%

QID	UltraShort QQQ ETF	-27.78%	-58.52%	-49.16%	-58.26%

SRS	UltraShort Real Estate ETF	-45.32%	-82.67%		-78.7%

SFK	UltraShort Russell 1000 Growth ETF	-22.82%	-52.45%	-44.82%	-46.57%

SJF	UltraShort Russell 1000 Value ETF	-27.89%	-58.53%	-35.66%	-41.16%

TWM	UltraShort Russell 2000 ETF	-29.57%	-66.65%	-56.36%	-52.93%

SKK	UltraShort Russell 2000 Growth ETF	-30.27%	-68.62%	-66.42%	-60.65%

SJH	UltraShort Russell 2000 Value ETF	-33.28%	-68.69%	-60.35%	-50.69%

SDK	UltraShort Russell MidCap Growth ETF	-26.77%	-62.05%	-60%	-59.06%

SJL	UltraShort Russell MidCap Value ETF	-37.47%	-70.68%	-61.83%	-58.59%

SDS	UltraShort S&P 500 ETF	-24.46%	-54.08%	-43.76%	-41.33%

SSG	UltraShort Semiconductors ETF	-36.26%	-63.94%	-73.03%	-70.73%

SDD	UltraShort SmallCap 600 ETF	-29.38%	-65.83%	-53.16%	-48.22%

REW	UltraShort Technology ETF	-26.25%	-59.89%	-58.78%	-62.89%

SDP	UltraShort Utilities ETF	-24.01%	-51.52%	-54.39%	-33.56%


	About Leveraged ETFs
Leveraged ETFs: Overview and forecast Leveraged ETFs are by definition ETFs that work in an advanced market, using financial engineering techniques and things like equity swaps. The fundamental ethos of the Leveraged ETFs is working on exotic concepts like making 200% of the market return rate, and they operate in wild markets like the futures market. That ethos has generally cost the Leveraged ETFs over the 2008 period. If there was one thing the investment market had no taste for after the crash, it was mystic rituals of buying and selling futures. At the worst part of the crash, the "futures market" could have been a contradiction terms. Even less appealing was the fact that the large Leveraged ETFs group specialized in commodities. The commodities market, if anything was worse than the futures market. So ETFs trading in commodities futures weren't too attractive to many traders. Some markets, and their Leveraged ETFs, were hit very hard, too. The "red tide" covered the Leveraged ETFs, as their returns went backwards. However- Typical of crashes, the huge moves in the commodities markets, if they were mainly bad for the ETFs, in some sectors weren't all bad. Short sellers, and those in commodities like gold, when it hit its peak, were doing very well. The Leveraged ETFs are best described as ultra- volatile. They're very sensitive to their indices, and hyper sensitive in terms of their markets. Some of these ETFs, however, are obvious favorites with traders. They sell millions of units, despite a performance which has seen an ETF like Direxion Large Cap Bear 3X Shares (BGZ) move from $120 in November 2008 to below $60 in January 2009 to nearly back to $120 in March 09, then below $40 in May 2009. http://finance.yahoo.com/q/bc?s=BGZ&t=6m&l=on&z=m&q=l&c= If that sounds like a very neurotic performance, BGZ is also a short seller, an ETF which makes money on market falls. It reacts in an inverse way to the market. That motif, obviously, hasn't been such a big plus in the market's revival. It was great, however, in the doom era. That's another element of this part of the ETF market which takes some digesting. You'll have seen a lot of talk in the ETF media regarding buying "spreads" of ETFs. The idea is to get full coverage across the indices, which includes buying in to the short sellers, which is basically a hedging move. It's also a lot to ask of many investors. Short term (6 months) Leveraged ETFs have two major recommendations. There's a lot of them, they cover just about all known commodities, the markets themselves, and are truly diverse. The other recommendation is that many are fantastic traders. They're highly reactive, and their margins are impressive. The negatives are a lot less broad, and much less forgiving, in turbulent markets. Leveraged ETFs are very much an acquired taste, and they're for the pros, rather than the beginners. The dual nature of the Leveraged ETFs is quite extraordinary. As investments, they can be considered both tactical and strategic investments. If that dichotomy suggests that you could approach them from two quite different perspectives, for quite different reasons, as an investment, that's exactly what it means. You could quite easily believe that a long term investment in an ETF which can generate excellent returns is a controlled risk, and probably worth it. You could reasonably consider a short burst with a Leveraged ETF in a good price range is a worthwhile move. But in the short term, you'd be betting on the toss of a coin, either way. This is a class of ETFs where caution and learning your way around the market is essential. These ETFs are potentially good investments, by definition, because of their volatility, but remember to respect the risks at all times. Medium term (2 years) Leveraged ETFs aren't great for pontification- style analysis, by their nature. There are longer term considerations, however, particularly regarding commodities. A commodity can be monitored, its markets analyzed, and some educated, positive, investments are possible, even in these very jumpy sectors. The idea of a "spread" comes into its own in these terms. It's a bit more demanding as a concept than "swings and roundabouts", but it's also a good reflection of the nature of the Leveraged ETFs, and the tough, ferocious markets with which they work. The medium term is the sort of period which shows how the natural forces of the Leveraged ETFs operate. The likely situation in the two year period is that the ETFs will prove their extreme diversity, in the most unambiguous way. The emerging global economy is unlikely to be a simple return to the pre crash days. The reemergence of Asia's big investors will add the Asian markets' high speed moves across the investment spectrum. Sovereign wealth funds, private equity, and China's Second Wave are unlikely to have anyone dozing off. Long term (5 years) The Leveraged ETFs are by definition in the hot zone. The "long term" for this investment market can be a couple of clicks on a computer. Even the idea of a single market trend, for this hugely diversified field, is quite inappropriate. There are multiple markets, multiple trends, multiple commodities, multiple investment methodologies. It would be irrational to even suggest there's a long term trend in terms of these factors. There will, however, be trends in investment patterns, and trading, and in market perceptions. These can be considered relatively reliable primary drivers for analysis, in these highly active ETFs. At least a concept like "market perceptions" reflects how sensitive the trading realities and markets of the Leveraged ETFs can be. Qualifier to projections A quick look at our figures for returns from the ETFs and some basic research on their performance will explain a lot about the Leveraged ETFs. You'll be able to see the risk levels pretty easily. Leveraged ETFs are not for the faint of heart. These ETFs are prone to doing their own booms and busts, regardless of the rest of the markets. They're also bubble prone. Prices can be highly overpriced. In the futures market, prices move very unpredictably, and extremely quickly. The speed with which a price can move is capable of catching anyone out. The depth of these movements is another characteristic which is more for adrenalin junkies than emotionally sensitive fund managers. Leveraged ETFs require skill, and expertise to fully master, and comprehend their almost quantum behavior. Investors will need to be very familiar with the trading process, the nature of the ETFs they deal with, on a daily basis, to properly understand how their investments will behave.

Last Updated on: 2010-01-14 02:03:40

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