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CUSIP
063679526
Issuer
BMO
Inception Date
Feb 21, 2023
Leveraged
3x
Index Tracked
SPDR Gold Shares ETF (GLD)
Distribution Policy
Accumulating
Asset Class
Commodity
Assets Under Management
$115M

Highlights

Avg. Volume (1M)
556K
Avg. Volume Value (1M)
$4.51M

Share Price Chart


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Performance

SHNY Performance Chart

MicroSectors Gold 3X Leveraged ETN (SHNY) is down 39.4% since the beginning of the year. SHNY is currently trading at $8 per share.


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Benchmark

Compare this symbol against anything

Returns By Period

MicroSectors Gold 3X Leveraged ETN (SHNY) has returned -39.40% so far this year and 10.61% over the past 12 months.


MicroSectors Gold 3X Leveraged ETN

1D
-4.58%
1M
-7.48%
6M
-54.00%
YTD
-39.40%
1Y
10.61%
3Y*
44.79%
5Y*
10Y*
ALL TIME*
40.02%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHNY Monthly Returns History

Based on dividend-adjusted daily data since Feb 22, 2023, SHNY's average daily return is +0.21%, while the average monthly return is +3.89%. At this rate, an investment would double in approximately 1.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was Sep 2025 with a return of +36.5%, while the worst month was Jun 2026 at -33.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SHNY closed higher 54% of trading days. The best single day was Feb 3, 2026 with a return of +18.2%, while the worst single day was Jan 30, 2026 at -30.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202631.74%21.22%-33.49%-7.13%-6.98%-33.69%-0.38%-39.40%
202519.30%3.19%28.41%12.70%-3.65%-1.30%-3.99%13.10%36.53%5.75%14.17%3.73%214.54%
2024-6.38%-0.79%25.42%6.33%1.92%-2.91%13.75%3.74%13.49%11.04%-11.91%-6.38%50.30%
2023-1.42%21.74%0.58%-6.36%-8.56%4.67%-5.81%-15.40%20.52%5.30%1.46%10.98%

Benchmark Metrics

MicroSectors Gold 3X Leveraged ETN has an annualized alpha of 50.07%, beta of 0.58, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since February 22, 2023.

  • This ETF captured 148.06% of S&P 500 Index gains but only 47.95% of its losses - a favorable profile for investors.
  • Beta of 0.58 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
50.07%
Beta
0.58
0.02
Upside Capture
148.06%
Downside Capture
47.95%

Expense Ratio

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


Return for Risk

Risk / Return Rank

SHNY ranks 19 for risk / return — above 19% of ETFs peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.


SHNY Risk / Return Rank: 1919
Overall Rank
SHNY Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
SHNY Sortino Ratio Rank: 2323
Sortino Ratio Rank
SHNY Omega Ratio Rank: 2525
Omega Ratio Rank
SHNY Calmar Ratio Rank: 1515
Calmar Ratio Rank
SHNY Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for MicroSectors Gold 3X Leveraged ETN (SHNY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SHNYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-1.15

Omega ratioGain probability vs. loss probability

1.12

1.25

-0.14

Calmar ratioReturn relative to maximum drawdown

0.25

2.00

-1.75

Martin ratioReturn relative to average drawdown

0.47

8.49

-8.02

Dividends

Dividend History


MicroSectors Gold 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the MicroSectors Gold 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 Gold 3X Leveraged ETN was 69.36%, occurring on Jul 16, 2026. The portfolio has not yet recovered.

The current MicroSectors Gold 3X Leveraged ETN drawdown is 68.12%.


Drawdown

Fall

Recovery

Underwater

Related event

-69.36%Jul 2026
5mo 17d
6mo 5dJan 2026 - now
-37.84%Oct 2023
5mo 24d5mo 29d
11mo 23dApr 2023 - Apr 2024
-29.40%Nov 2025
14d1mo 19d
2mo 3dOct 2025 - Dec 2025
-23.68%Nov 2024
15d2mo 27d
3mo 12dOct 2024 - Feb 2025
-22.33%May 2025
22d3mo 24d
4mo 16dApr 2025 - Sep 2025
2025 selloff2025

Drawdown Indicators


SHNYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-69.36%

-56.78%

-12.58%

Max Drawdown (1Y)

Largest decline over 1 year

-69.36%

-9.10%

-60.26%

Max Drawdown (3Y)

Largest decline over 3 years

-69.36%

-18.90%

-50.46%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-68.12%

-1.58%

-66.54%

Average Drawdown

Average peak-to-trough decline

-17.26%

-10.70%

-6.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.30%

2.14%

+34.16%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add MicroSectors Gold 3X Leveraged ETN to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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