US Treasuries top latest global 200 list from Lipper
Funds, including ETFs, invested in long dated US Treasuries top the latest list published by Lipper of the 200 best performing funds globally over the past year.
Funds, including ETFs, invested in long dated US Treasuries top the latest list published by Lipper of the 200 best performing funds globally over the past year.
Rebased in euro return terms, two of the top five funds are invested in the asset class, as are half the top 10 funds.
Leading the returns are two exchange traded products: Direxion Daily 20+ Year Treasury Bull 3X Shares, and PowerShares DB 3x Long 25+ Year Treasury Bond ETN.
Also performing well in the top 10 are: ProShares Ultra 20+ Year Treasury, PIMCO 25+ Year Zero Coupon US Treasury Index, and Vanguard Extended Duration Treasury Index.
The Direxion ETF is looking to provide a returrn that is 300% of the performance of the NYSE 20 Year Plus Treasury Bond Index. This index tracks the total returns of the long term – 20 year and greater – maturity range of the US Treasury bond market.
The PowerShares ETN product is based on indices measuring the performance of long and short investments in CBOT Ultra T-Bond futures. The underlying assets of this in turn are US Treasury bonds with at least 25 years to maturity.
Funds invested in North American equity, emerging Europe, US corporate debt and Brazilian fixed income rounded out the top 10 performing vehicles, according to the Lipper data.
See below for the full list, including returns data.
Global Top 200 Funds EUR Fundsize (Rank by EUR) | |||
Name | % Growth TR € 1yr to 29/06/12 | Jensen Alpha | Sharpe |
Direxion Daily 20+ Year Treasury Bull 3X Shares | 155.36 | -1.37 | 0.42 |
PowerShares DB 3x Long 25+ Year Treasury Bond ETN | 153.27 | 0.47 | |
Vanguard Tax-Managed Growth & Income Fund;Admiral | 142.39 | ||
ETFS Short Natural Gas | 128.3 | 5.59 | 0.55 |
ProShares Ultra 20+ Year Treasury | 104.72 | 0.46 | |
PIMCO 25+ Year Zero Coupon US Treasury Index Fd | 95.16 | 0.46 | |
OTP EMDA Szarmaztatott Alap | 90.73 | 2.92 | 0.6 |
Vanguard Extended Duration Treasury Index Fd;Inst | 87.97 | -0.24 | 0.47 |
PIMCO Extended Duration Fund;Inst | 87.56 | -0.32 | 0.46 |
Oiti FI Mult Credito Privado Investimento Exterior | 84.34 | -6.13 | 0.18 |
Credit Suisse Proprio FI Multimercado | 82.4 | 1.37 | 0.44 |
Direxion Daily Retail Bull 3X Shares | 81.5 | 0.43 | |
FALCOM IPO | 79.72 | 3.86 | 0.59 |
Robeco Inst Liability Driven Euro Gov Bd 40 Fd | 78.98 | 1.03 | 0.45 |
Robeco Inst Liability Driven Euro Full Disc. 40 Fd | 78.23 | 1.55 | 0.46 |
Vanguard 30-40 Year Duration Euro Index EUR | 71.54 | 3.65 | 0.4 |
ProFunds US Government Plus ProFund;Investor | 70.68 | -0.4 | 0.45 |
Rydex Government Long Bond 1.2x Strategy Fund;Adv | 69.82 | -0.22 | 0.47 |
PowerShares DB 3x German Bond Futures ETN | 67.73 | 0.5 | |
DINAMICA FI MULTI CRED PRIV | 67.17 | 4.73 | 0.21 |
FI Multimercado Kroisos Investimentos No Exterior | 67.11 | 4.99 | 0.43 |
Wasatch-Hoisington US Treasury Fund;Investor | 66.85 | -0.07 | 0.5 |
PIMCO GIS Euro Ultra Long Duration Inst EUR Acc | 65.93 | 3.09 | 0.43 |
Bradesco FI em Acoes Cielo | 65.55 | 5.27 | 0.69 |
BB ACOES CIELO FI | 65.47 | 5.28 | 0.68 |
OTP G10 Euro Szarmaztatott a A | 64.75 | 0.42 | |
OTP Supra Szarmaztatott Kotveny Alap | 63.41 | 0.99 | |
Super Renta Futura A | 60.18 | 2.62 | 0.48 |
FIP Votorantim Celta | 59.52 | 6.8 | 0.23 |
FI MULTIMERCADO FOREIGN INVESTMENT | 58.19 | 5.24 | 0.56 |
ProShares Ultra Nasdaq Biotechnology | 56.57 | 0.26 | |
iShares Barclays 20+ Year Treasury Bond Fund | 56.49 | -0.1 | 0.49 |
BMG FIDC CRED CONSIG VIII SUB JUNIOR | 55.7 | 3.68 | 1.3 |
Mandiri Investa Dana Syariah | 53.91 | 2.33 | 0.28 |
iPath ETN US Treasury 10Yr Bull A | 53.03 | 0.6 | |
iShares Dow Jones US Home Construction Index Fund | 52.81 | 2.26 | 0.25 |
Advis Equities Total Return FI Em Acoes | 52.02 | 4.6 | 0.65 |
American Century Zero Coupon 2025 Fund;Investor | 51.34 | 0.1 | 0.53 |
Vanguard Long-Term Treasury Fund;Admiral | 51.33 | -0.01 | 0.51 |
Fidelity Spartan Long-Tm Treas Bd Index Fd;Fid Adv | 51.28 | -0.04 | 0.5 |
SPDR Barclays Capital Long Term Treasury ETF | 50.88 | -0.03 | 0.5 |
Dreyfus US Treasury Long Term Fund | 50.75 | 0.08 | 0.53 |
iPath ETN US Treasury Flattener A | 50.75 | 0.66 | |
Direxion Monthly 10 Year Note Bull 2x Fund;Inv | 50.59 | 0.04 | 0.49 |
Bualuang Top-Ten | 50.4 | 1.78 | 0.41 |
Vanguard Long-Term Government Bond Idx Fund;ETF | 50.3 | 0.5 | |
ETFX FTSE MIB Super Short Strategy 2x | 50.28 | -0.4 | 0.19 |
T Rowe Price US Treasury Long-Term Fund | 50.14 | -0.02 | 0.5 |
PIMCO Long-Term US Government Fund;Institutional | 49.99 | 0.09 | 0.53 |
PIMCO RealEstateRealReturn Strategy Fund;Inst | 49.91 | 1.21 | 0.31 |
Lyxor ETF iBoxx USD Treasuries 10Y+ | 49.89 | -0.12 | 0.5 |
The Australian Social Infrastructure | 49.72 | 3.45 | 0.44 |
First Metro Save and Learn Equity Fund | 49.45 | 0.32 | 0.33 |
ProShares Ultra 7-10 Year Treasury | 49.28 | 0.57 | |
Bualuang Thanakom Open-end | 49.1 | 1.68 | 0.38 |
Mercer Sterling Nominal LDI Bond M-4 GBP | 49.02 | -0.53 | 0.48 |
Mercer Flexible LDI £ RPI Enhanced Hddg M-5 GBP | 48.94 | 2.2 | 0.33 |
Clal (L) Monthly Income (0B) | 48.12 | 2.82 | 1.19 |
Fidelity Advisor Biotechnology Fund;A | 47.72 | 1.17 | 0.39 |
UnionBank Large Cap Philippine Equity Portfolio | 47.2 | 0.47 | 0.3 |
First Metro Save and Learn Balanced Fund, Inc | 46.96 | 0.24 | 0.33 |
PIMCO StocksPLUS Long Duration Fund;Inst | 46.69 | 1.92 | 0.51 |
Buakaew 2 Open-end | 46.5 | 1.5 | 0.35 |
Odyssey Tax-Exempt Philippine Equity Fund | 46.45 | -0.26 | 0.23 |
Fidelity Select Biotechnology Portfolio | 46.21 | 1.06 | 0.37 |
JF Philippine Fund | 46.16 | 0.2 | 0.3 |
Bualuang Equity RMF | 46.06 | 1.47 | 0.34 |
Philequity Fund, Inc | 46.04 | 0.16 | 0.33 |
BDO Peso (Instl) Equity Fund | 45.99 | 0.21 | 0.33 |
Bualuang Long-Term Equity | 45.83 | 1.45 | 0.34 |
Sub Bualuang Open-end | 45.78 | 1.45 | 0.34 |
Luxor FI Multimercado | 45.67 | -2.57 | 0.16 |
CHEMICAL V FIDC IND PETROQUIMICA SUB JUN | 45.63 | 2.9 | 0.84 |
Philam Strategic Growth Fund | 45.57 | 0.13 | 0.31 |
Henderson High Alpha Credit Y Gross | 45.25 | 1.61 | 0.38 |
BDO Equity Fund | 45.15 | 0.18 | 0.33 |
Buakaew Income | 45.09 | 1.41 | 0.33 |
Buakaew Open-end | 45.01 | 1.41 | 0.33 |
Carnegie II Biotechnology | 44.96 | 0.73 | 0.72 |
Philippine Stock Index Fund | 44.83 | 0.04 | 0.31 |
Odyssey Philippine High Conviction Equity Fund | 44.73 | -0.43 | 0.19 |
PIMCO 15+ Year US TIPS Index ETF | 44.57 | 0.68 | |
Toronto Trust | 44.22 | 0.32 | |
Philam Fund | 44.16 | 0.13 | 0.31 |
Odyssey Diversified Balanced Fund | 44.1 | 0.33 | 0.34 |
VENTOR DOLAR HEDGE MASTER FI MULTIMERCAD | 43.92 | 1.2 | 0.4 |
Alpha Recursos Naturales D | 43.84 | 2.28 | 0.27 |
BlackRock Long Duration Bond Portfolio;BlackRock | 43.78 | 0.01 | 0.73 |
Odyssey Philippine Equity Fund | 43.66 | -0.37 | 0.22 |
Aberdeen Small Cap | 43.51 | 1.53 | 0.32 |
Baillie Gifford Active Long Gilt Plus B Inc | 43.29 | 0.43 | 0.61 |
Aberdeen Smart Capital Retirement Mutual Fund | 42.7 | 1.34 | 0.33 |
Aberdeen Long Term Equity | 42.3 | 1.29 | 0.32 |
Vanguard Long-Term Bond Index Fund;Investor | 42.29 | 0.51 | 0.63 |
PowerShares Dynamic Pharmaceuticals Portfolio | 42.27 | 1.01 | 0.43 |
Russell IC UK Long Dated Gilt Acc | 42.16 | -0.24 | 0.55 |
NCM Mutual Fund Of The Phils, Inc | 42.12 | 0.22 | 0.34 |
MGI UK Long Gilt I-1 GBP | 42.1 | -0.18 | 0.59 |
iShares 10+ Year Government/Credit Bond Fund | 42.05 | 0.68 | |
Vanguard U.K. Long Duration Gilt Index GBP A CAP | 42.02 | -0.21 | 0.58 |
GSIS Mutual Fund | 41.92 | -0.17 | 0.26 |
Odyssey Diversified Capital Fund | 41.87 | 0.49 | |
KanAm US-grundinvest Fonds | 41.85 | 1.84 | 0.29 |
DWS Biotech Typ O | 41.82 | 2.34 | 0.64 |
BDO Peso Balanced Fund | 41.64 | 0.42 | 0.41 |
Aberdeen Growth | 41.6 | 1.29 | 0.32 |
ProFunds Biotechnology UltraSector ProFund;Inv | 41.44 | 1.46 | 0.23 |
db x-trackers MSCI Philippines IM TRN Index ETF 1C | 41.41 | -0.05 | 0.27 |
ETFS 3x Long USD Short EUR | 41.4 | 0.27 | |
iShares MSCI Philippines Investable Market Idx Fd | 41.37 | 0.27 | |
Franklin Biotechnology Discovery Fund;A | 41.3 | 2.03 | 0.28 |
FIRENZE FI MULT INVESTIMENTO NO EXTERIOR | 41.26 | 0.32 | 0.28 |
CAM Philippines Equity Fund | 41.2 | -0.23 | 0.2 |
SPDR Nuveen Barclays Capital Build America Bd ETF | 41.16 | 0.69 | |
Schroder Inst Long Dated Sterling Bond I Acc | 41.02 | 0.39 | 0.64 |
PIMCO Real Return Asset Fund;Institutional | 41.01 | 0.19 | 0.69 |
UBS Long Dated Fixed Interest UK Plus Acc J | 40.97 | 0.36 | 0.63 |
Saturno FI Multimercado | 40.9 | 0.12 | 0.43 |
Federated US Government Bond Fund;Svc | 40.9 | -0.21 | 0.45 |
Aberdeen Siam Leaders | 40.82 | 1.19 | 0.3 |
Palladium Japan Trust-SMBC DB AUD Prin Prot 07-01 | 40.78 | 1.28 | |
Rydex Biotechnology Fund;Investor | 40.72 | 0.71 | 0.29 |
Franklin Biotechnology Discovery A (acc) USD | 40.72 | 1.69 | 0.3 |
Newton Long Gilt Exempt 2 Gross GBP Acc | 40.44 | 0.34 | 0.64 |
Fidelity Inst Long Bond Inc | 40.43 | 0.4 | 0.67 |
Insight Investment UK Gov Long Maturities Bd S Acc | 40.34 | 0.49 | 0.65 |
Henderson Long Dated Gilt A Net Inc | 40.24 | 0.27 | 0.61 |
Snowflake FI Multimercado | 40.06 | 1.6 | 0.44 |
Robeco Inst Liability Driven Euro Full Disc. 20 Fd | 39.79 | 0.84 | 0.43 |
Baring BAM UK Long Dated Gilt | 39.79 | 0.26 | 0.6 |
PIMCO Build America Bond Strategy Fund | 39.7 | 0.66 | |
LionGlobal Philippines | 39.68 | -0.02 | 0.52 |
iShares Barclays 10-20 Year Treasury Bond Fund | 39.67 | 0.17 | 0.56 |
ProShares Ultra Utilities | 39.57 | 1.44 | 0.39 |
KONA FI MULTIM INVEST EXTERIOR | 39.55 | 3.59 | 0.54 |
Direxion Monthly NASDAQ-100 Bull 2x Fund;Inv | 39.52 | 0.75 | 0.15 |
PIMCO GIS UK Sterling Long Av Durtn Inst GBP Acc | 39.5 | -0.21 | 0.54 |
iShares Nasdaq Biotechnology Index Fund | 39.47 | 0.83 | 0.34 |
Saint Germain FI Multimercado | 39.44 | 3.11 | 0.19 |
OCEANIA FIC FI MULTIMERCADO | 39.35 | 0.54 | |
Aberdeen Thailand Equity SGD | 39.25 | 1.2 | 0.35 |
Eaton Vance Build America Bond Fund;A | 39.22 | 0.8 | |
ETFS Short Industrial Metals | 39.22 | 0.51 | 0.18 |
Robeco Inst Liability Driven Euro Gov Bd 20 Fd | 39.11 | 1.09 | 0.42 |
ESPA STOCK BIOTEC A | 39.07 | 2.17 | 0.6 |
ProShares UltraPro QQQ | 38.69 | 0.09 | |
PIMCO Long Duration Total Return Fund;Inst | 38.58 | -0.15 | 0.67 |
Delaware Extended Duration Bond Fund;A | 38.51 | 0.64 | 0.77 |
FIDC MULT PREVIA SUB | 38.47 | 2.57 | 0.61 |
Sun Life Prosperity Phil Equity Fund | 38.47 | -0.15 | 0.26 |
Odyssey Peso Bond Fund | 38.34 | 0.21 | 0.68 |
PowerShares 1-30 Laddered Treasury Portfolio | 38.34 | 0.09 | 0.54 |
Optima Balanced Fund | 38.28 | 0.25 | 0.37 |
SPDR S&P Biotech ETF | 38.26 | 0.32 | 0.22 |
PPF – CP Global-BioPharma Fund | 38.21 | 0.93 | 0.2 |
Aberdeen Global II – Stg Long Dated Govt Bd J2 Acc | 38.09 | 0.23 | 0.58 |
Compass Global Allocation B | 38.05 | 1.78 | 0.16 |
Oppenheimer AMT-Free Municipals;A | 37.99 | 0.67 | 1.09 |
Bualuang Long-Term Equity75/25 | 37.87 | 1.09 | 0.32 |
Nuveen California High Yield Municipal Bond Fund;A | 37.83 | 0.61 | 1.04 |
Krungsri Value Stock | 37.78 | 0.98 | 0.25 |
Krungsri Dividend Stock | 37.71 | 0.97 | 0.25 |
K Valued Stock | 37.65 | 1.01 | 0.28 |
Vanguard Long-Term Investment-Grade Fund;Admiral | 37.59 | -0.07 | 0.62 |
ProShares Ultra QQQ | 37.54 | 0.61 | 0.14 |
ProFunds Pharmaceuticals UltraSector ProFund;Inv | 37.52 | 1.19 | 0.3 |
Odyssey Tax-Exempt Peso Fixed Income Fund | 37.45 | 0.59 | 0.67 |
ProShares Ultra Consumer Services | 37.38 | 1 | 0.16 |
Mandiri Investa Dana Utama | 37.23 | 1.46 | 0.29 |
Metro Equity Fund | 37.23 | -0.42 | 0.21 |
American Century Zero Coupon 2020 Fund;Investor | 37.05 | 0.3 | 0.6 |
PIMCO Long-Term Credit Fund;Institutional | 36.96 | 0.55 | 0.8 |
ALFM Growth Fund | 36.85 | -1.48 | 0.15 |
Fidelity Inst Sterling Core Plus Bond Acc | 36.76 | 0.78 | 0.98 |
ADVIS EQUITIES TOTAL RETURN FIC FIA | 36.76 | 3.63 | 0.56 |
SPDR S&P Homebuilders ETF | 36.74 | 1.33 | 0.17 |
Nuveen High Yield Municipal Bond Fund;I | 36.73 | 0.71 | 1.05 |
iShares Dow Jones US Pharmaceuticals Index Fund | 36.69 | 0.73 | 0.38 |
Rydex NASDAQ-100 2x Strategy Fund;H | 36.61 | 0.55 | 0.13 |
SMAM Thailand High Dividend Yield EQ F 0711 | 36.57 | 0.83 | 0.16 |
DWS Vorsorge Rentenfonds XL Duration | 36.56 | 1.2 | 0.34 |
PowerShares Build America Bond Port | 36.46 | 0.8 | |
Krungsri Dividend Stock RMF | 36.41 | 0.88 | 0.23 |
MFC Hi-Dividend | 36.39 | 0.85 | 0.23 |
Krungsri Dividend Stock LTF | 36.37 | 0.88 | 0.23 |
Sucorinvest Flexi | 36.35 | 1.22 | 0.26 |
ProFunds UltraNASDAQ-100 ProFund;Investor | 36.32 | 0.54 | 0.13 |
ICECAPITAL US Stock Index B | 36.21 | 1.23 | 0.43 |
BDO Institutional Fixed Income Fund | 36.2 | -0.63 | 0.78 |
Oppenheimer California Municipal Fund;A | 36.2 | 0.51 | 0.9 |
AXA Framlington Biotech R Acc | 36.18 | 1.5 | 0.35 |
Oppenheimer Rochester Virginia Municipal Fund;A | 36.14 | 0.21 | 0.89 |
Franklin California High Yield Municipal Fund;A | 36.12 | 0.52 | 1.24 |
Vanguard Long-Term Corporate Bond Idx Fund;ETF | 36.05 | 0.53 | |
Matthew 25 Fund | 36 | 1.06 | 0.2 |
SBI Mid/Small Capital Undervalued Growth Equity F | 35.85 | 1.42 | 0.29 |
iShares FTSE NAREIT Retail Capped Index Fund | 35.64 | 0.39 | 0.21 |
ATR-Kim Eng Equity Opportunity Fund | 35.62 | -0.29 | 0.22 |
Enhanced Philippines Index | 35.37 | -0.28 | 0.2 |
iShares 10+ Year Credit Bond Fund | 35.35 | 0.64 |