PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
T-Rex 2X Long Apple Daily Target ETF (AAPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

T-Rex

Inception Date

Jan 10, 2024

Leveraged

2x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

AAPX has a high expense ratio of 1.05%, indicating higher-than-average management fees.


Expense ratio chart for AAPX: current value at 1.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.05%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AAPX vs. AAPU AAPX vs. AAPB AAPX vs. AAPL AAPX vs. NVDX AAPX vs. UPRO AAPX vs. SPXL
Popular comparisons:
AAPX vs. AAPU AAPX vs. AAPB AAPX vs. AAPL AAPX vs. NVDX AAPX vs. UPRO AAPX vs. SPXL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in T-Rex 2X Long Apple Daily Target ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
53.14%
22.84%
AAPX (T-Rex 2X Long Apple Daily Target ETF)
Benchmark (^GSPC)

Returns By Period


AAPX

YTD

N/A

1M

16.89%

6M

23.97%

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of AAPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.47%-5.94%-11.02%-2.10%25.16%17.71%9.40%4.61%2.25%-7.40%9.83%53.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for T-Rex 2X Long Apple Daily Target ETF (AAPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
AAPX
^GSPC

There is not enough data available to calculate the Sharpe ratio for T-Rex 2X Long Apple Daily Target ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend History


T-Rex 2X Long Apple Daily Target ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.73%
-3.58%
AAPX (T-Rex 2X Long Apple Daily Target ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the T-Rex 2X Long Apple Daily Target ETF. 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 T-Rex 2X Long Apple Daily Target ETF was 31.43%, occurring on Apr 19, 2024. Recovery took 36 trading sessions.

The current T-Rex 2X Long Apple Daily Target ETF drawdown is 4.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.43%Jan 24, 202461Apr 19, 202436Jun 11, 202497
-23.33%Jul 17, 202415Aug 6, 202483Dec 3, 202498
-8.23%Jun 18, 20243Jun 21, 20247Jul 2, 202410
-4.73%Dec 18, 20241Dec 18, 2024
-4.7%Jul 11, 20241Jul 11, 20242Jul 15, 20243

Volatility

Volatility Chart

The current T-Rex 2X Long Apple Daily Target ETF volatility is 7.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
7.80%
3.64%
AAPX (T-Rex 2X Long Apple Daily Target ETF)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab