Leveraged 3x HFEA Diversified and Amped Up Pure

The chart shows the growth of an initial investment of $10,000 in Leveraged 3x HFEA Diversified and Amped Up Pure, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Dec 3, 2020, Leveraged 3x HFEA Diversified and Amped Up Pure's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +21.0%, while the worst month was Apr 2022 at -19.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Leveraged 3x HFEA Diversified and Amped Up Pure closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +13.6%, while the worst single day was Apr 10, 2025 at -7.8%.

Leveraged 3x HFEA Diversified and Amped Up Pure has an annualized alpha of -8.95%, beta of 1.61, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since December 03, 2020.

• This portfolio captured 185.62% of S&P 500 Index gains and 177.76% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This portfolio had an annualized alpha of -8.95% versus S&P 500 Index — delivering less than market exposure alone would predict.
• Beta of 1.61 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Leveraged 3x HFEA Diversified and Amped Up Pure has an expense ratio of 0.81%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Leveraged 3x HFEA Diversified and Amped Up Pure ranks 19 for risk / return — in the bottom 19% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Leveraged 3x HFEA Diversified and Amped Up Pure Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

• 1-Year: 2.14
• 5-Year: 0.20
• All Time: 0.26

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.87 to 2.87, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Leveraged 3x HFEA Diversified and Amped Up Pure compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Leveraged 3x HFEA Diversified and Amped Up Pure provided a 2.66% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Leveraged 3x HFEA Diversified and Amped Up Pure. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Leveraged 3x HFEA Diversified and Amped Up Pure was 54.26%, occurring on Nov 9, 2022. Recovery took 737 trading sessions.

The current Leveraged 3x HFEA Diversified and Amped Up Pure drawdown is 6.63%.

The chart below shows the rolling one-month volatility.