PortfoliosLab logo
MicroSectors Solactive FANG & Innovation 3X Levera...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US0636796171

CUSIP

63679617

Inception Date

Aug 17, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Solactive FANG Innovation

Asset Class

Equity

Expense Ratio

BULZ has a high expense ratio of 0.95%, indicating above-average management fees.


Expense ratio chart for BULZ: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BULZ: 0.95%

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MicroSectors Solactive FANG & Innovation 3X Leveraged ETN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-80.00%-60.00%-40.00%-20.00%0.00%20.00%40.00%NovemberDecember2025FebruaryMarchApril
-61.49%
24.65%
BULZ (MicroSectors Solactive FANG & Innovation 3X Leveraged ETN)
Benchmark (^GSPC)

Returns By Period

MicroSectors Solactive FANG & Innovation 3X Leveraged ETN had a return of -42.02% year-to-date (YTD) and -16.64% in the last 12 months.


BULZ

YTD

-42.02%

1M

-29.97%

6M

-35.62%

1Y

-16.64%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.70%-14.98%-27.10%-9.80%-42.02%
20248.69%19.33%0.89%-19.14%12.92%28.47%-11.88%-6.42%10.28%-7.46%18.98%0.27%54.09%
202358.06%-3.30%41.36%-9.70%44.15%20.12%15.85%-8.65%-17.85%-5.39%48.85%19.49%394.22%
2022-33.79%-19.51%0.61%-51.09%-11.79%-39.94%46.86%-25.13%-37.86%3.64%17.01%-32.73%-92.26%
202116.76%-15.68%25.26%2.72%-11.09%12.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BULZ is 27, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BULZ is 2727
Overall Rank
The Sharpe Ratio Rank of BULZ is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of BULZ is 4545
Sortino Ratio Rank
The Omega Ratio Rank of BULZ is 4343
Omega Ratio Rank
The Calmar Ratio Rank of BULZ is 1414
Calmar Ratio Rank
The Martin Ratio Rank of BULZ is 1515
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MicroSectors Solactive FANG & Innovation 3X Leveraged ETN (BULZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for BULZ, currently valued at -0.11, compared to the broader market-1.000.001.002.003.004.00
BULZ: -0.11
^GSPC: 0.49
The chart of Sortino ratio for BULZ, currently valued at 0.53, compared to the broader market-2.000.002.004.006.008.00
BULZ: 0.53
^GSPC: 0.81
The chart of Omega ratio for BULZ, currently valued at 1.07, compared to the broader market0.501.001.502.002.50
BULZ: 1.07
^GSPC: 1.12
The chart of Calmar ratio for BULZ, currently valued at -0.13, compared to the broader market0.002.004.006.008.0010.0012.00
BULZ: -0.13
^GSPC: 0.50
The chart of Martin ratio for BULZ, currently valued at -0.36, compared to the broader market0.0020.0040.0060.00
BULZ: -0.36
^GSPC: 2.07

The current MicroSectors Solactive FANG & Innovation 3X Leveraged ETN Sharpe ratio is -0.11. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of MicroSectors Solactive FANG & Innovation 3X Leveraged ETN with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.11
0.49
BULZ (MicroSectors Solactive FANG & Innovation 3X Leveraged ETN)
Benchmark (^GSPC)

Dividends

Dividend History


MicroSectors Solactive FANG & Innovation 3X Leveraged ETN 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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-72.84%
-10.73%
BULZ (MicroSectors Solactive FANG & Innovation 3X Leveraged ETN)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MicroSectors Solactive FANG & Innovation 3X Leveraged ETN. 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 MicroSectors Solactive FANG & Innovation 3X Leveraged ETN was 94.44%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current MicroSectors Solactive FANG & Innovation 3X Leveraged ETN drawdown is 72.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.44%Nov 22, 2021277Dec 28, 2022
-22.71%Aug 31, 202124Oct 4, 202118Oct 28, 202142
-10.77%Nov 9, 20212Nov 10, 20217Nov 19, 20219
-2.25%Nov 5, 20211Nov 5, 20211Nov 8, 20212
-1.62%Aug 24, 20213Aug 26, 20211Aug 27, 20214

Volatility

Volatility Chart

The current MicroSectors Solactive FANG & Innovation 3X Leveraged ETN volatility is 59.94%, 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%10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2025FebruaryMarchApril
59.94%
14.23%
BULZ (MicroSectors Solactive FANG & Innovation 3X Leveraged ETN)
Benchmark (^GSPC)