PortfoliosLab logoPortfoliosLab logo
^XII vs. INDL
Performance
Return for Risk
Drawdowns
Volatility

Performance

^XII vs. INDL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NYSE Arca Institutional Index (^XII) and Direxion Daily India Bull 3x Shares (INDL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ^XII achieves a 6.71% return, which is significantly higher than INDL's -19.90% return. Over the past 10 years, ^XII has outperformed INDL with an annualized return of 15.73%, while INDL has yielded a comparatively lower 1.28% annualized return.


^XII

1D
-0.33%
1M
-3.33%
YTD
6.71%
6M
5.39%
1Y
21.99%
3Y*
22.39%
5Y*
13.02%
10Y*
15.73%

INDL

1D
-0.70%
1M
3.03%
YTD
-19.90%
6M
-19.82%
1Y
-25.58%
3Y*
1.33%
5Y*
-0.93%
10Y*
1.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^XII vs. INDL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^XII
NYSE Arca Institutional Index
6.71%18.55%31.39%31.30%-24.53%23.73%24.60%31.40%-4.23%21.47%
INDL
Direxion Daily India Bull 3x Shares
-19.90%-3.21%7.56%26.06%-22.88%40.26%-36.43%3.15%-34.29%127.98%

Correlation

The correlation between ^XII and INDL is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Mar 11, 2010

0.53

The correlation between ^XII and INDL shifts across timeframes, from 0.42 (3 years) to 0.53 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

^XII vs. INDL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^XII
^XII Risk / Return Rank: 5050
Overall Rank
^XII Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
^XII Sortino Ratio Rank: 4646
Sortino Ratio Rank
^XII Omega Ratio Rank: 5050
Omega Ratio Rank
^XII Calmar Ratio Rank: 4747
Calmar Ratio Rank
^XII Martin Ratio Rank: 5555
Martin Ratio Rank

INDL
INDL Risk / Return Rank: 33
Overall Rank
INDL Sharpe Ratio Rank: 33
Sharpe Ratio Rank
INDL Sortino Ratio Rank: 33
Sortino Ratio Rank
INDL Omega Ratio Rank: 33
Omega Ratio Rank
INDL Calmar Ratio Rank: 44
Calmar Ratio Rank
INDL Martin Ratio Rank: 33
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

^XII vs. INDL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NYSE Arca Institutional Index (^XII) and Direxion Daily India Bull 3x Shares (INDL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


^XIIINDLDifference
Sharpe ratioReturn per unit of total volatility

+2.35

Sortino ratioReturn per unit of downside risk

+3.23

Omega ratioGain probability vs. loss probability

1.27

0.87

+0.40

Calmar ratioReturn relative to maximum drawdown

1.94

-0.68

+2.62

Martin ratioReturn relative to average drawdown

7.47

-1.35

+8.82

^XII vs. INDL - Sharpe Ratio Comparison

The current ^XII Sharpe Ratio is 1.50, which is higher than the INDL Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of ^XII and INDL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

^XII vs. INDL - Drawdown Comparison

The maximum ^XII drawdown since its inception was -64.23%, smaller than the maximum INDL drawdown of -95.67%. Use the drawdown chart below to compare losses from any high point for ^XII and INDL.


Loading charts...

Drawdown Indicators


^XIIINDLDifference

Max Drawdown

Largest peak-to-trough decline

-64.23%

-95.67%

+31.44%

Max Drawdown (1Y)

Largest decline over 1 year

-11.38%

-37.82%

+26.44%

Max Drawdown (3Y)

Largest decline over 3 years

-20.71%

-47.64%

+26.93%

Max Drawdown (5Y)

Largest decline over 5 years

-28.97%

-47.64%

+18.67%

Max Drawdown (10Y)

Largest decline over 10 years

-30.08%

-91.96%

+61.88%

Current Drawdown

Current decline from peak

-5.15%

-77.45%

+72.30%

Average Drawdown

Average peak-to-trough decline

-16.18%

-66.38%

+50.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

19.00%

-16.05%

Volatility

^XII vs. INDL - Volatility Comparison

The current volatility for NYSE Arca Institutional Index (^XII) is 6.10%, while Direxion Daily India Bull 3x Shares (INDL) has a volatility of 9.33%. This indicates that ^XII experiences smaller price fluctuations and is considered to be less risky than INDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


^XIIINDLDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.10%

9.33%

-3.23%

Volatility (6M)

Calculated over the trailing 6-month period

11.86%

26.12%

-14.26%

Volatility (1Y)

Calculated over the trailing 1-year period

14.77%

30.01%

-15.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.73%

30.73%

-12.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

52.50%

-33.46%

Frequently Asked Questions


^XII and INDL have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INDL has higher volatility (9.33%) compared to ^XII (6.10%). In terms of maximum drawdown, ^XII dropped -64.23% vs INDL's -95.67%.

^XII currently has the higher Sharpe Ratio (1.50 vs -0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ^XII and INDL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer