3USL.L vs. RMQAX
Compare and contrast key facts about WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX).
3USL.L is a passively managed fund by WisdomTree that tracks the performance of the S&P 500 Net Total Returns Index. It was launched on Dec 13, 2012. RMQAX is managed by Rydex Funds. It was launched on Nov 27, 2014.
Performance
3USL.L vs. RMQAX - Performance Comparison
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3USL.L vs. RMQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
3USL.L WisdomTree S&P 500 3x Daily Leveraged GB | -15.66% | 28.97% | 64.00% | 70.49% | -57.35% | 101.77% | 7.89% | 97.98% | -27.34% | 69.34% |
RMQAX Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund | -12.98% | 33.92% | 44.76% | 115.91% | -59.93% | 56.36% | 101.06% | 80.80% | -7.28% | 69.80% |
Returns By Period
In the year-to-date period, 3USL.L achieves a -15.66% return, which is significantly lower than RMQAX's -12.98% return. Over the past 10 years, 3USL.L has underperformed RMQAX with an annualized return of 24.35%, while RMQAX has yielded a comparatively higher 31.08% annualized return.
3USL.L
- 1D
- 7.30%
- 1M
- -12.24%
- YTD
- -15.66%
- 6M
- -10.89%
- 1Y
- 32.90%
- 3Y*
- 37.69%
- 5Y*
- 16.51%
- 10Y*
- 24.35%
RMQAX
- 1D
- 7.46%
- 1M
- -10.36%
- YTD
- -12.98%
- 6M
- -11.16%
- 1Y
- 39.20%
- 3Y*
- 37.10%
- 5Y*
- 16.39%
- 10Y*
- 31.08%
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3USL.L vs. RMQAX - Expense Ratio Comparison
3USL.L has a 0.75% expense ratio, which is lower than RMQAX's 1.32% expense ratio.
Return for Risk
3USL.L vs. RMQAX — Risk / Return Rank
3USL.L
RMQAX
3USL.L vs. RMQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX). 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.
| 3USL.L | RMQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.87 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.54 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.65 | -0.42 |
Martin ratioReturn relative to average drawdown | 4.62 | 5.66 | -1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 3USL.L | RMQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.87 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.36 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.67 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.64 | -0.12 |
Correlation
The correlation between 3USL.L and RMQAX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
3USL.L vs. RMQAX - Dividend Comparison
3USL.L has not paid dividends to shareholders, while RMQAX's dividend yield for the trailing twelve months is around 41.68%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
3USL.L WisdomTree S&P 500 3x Daily Leveraged GB | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RMQAX Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund | 41.68% | 36.27% | 26.02% | 3.76% | 0.00% | 2.18% | 5.30% | 0.10% |
Drawdowns
3USL.L vs. RMQAX - Drawdown Comparison
The maximum 3USL.L drawdown since its inception was -76.72%, which is greater than RMQAX's maximum drawdown of -63.18%. Use the drawdown chart below to compare losses from any high point for 3USL.L and RMQAX.
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Drawdown Indicators
| 3USL.L | RMQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.72% | -63.18% | -13.54% |
Max Drawdown (1Y)Largest decline over 1 year | -32.44% | -25.11% | -7.33% |
Max Drawdown (5Y)Largest decline over 5 years | -63.47% | -63.18% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -76.72% | -63.18% | -13.54% |
Current DrawdownCurrent decline from peak | -18.28% | -19.36% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -15.41% | -13.05% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.71% | 7.30% | -0.59% |
Volatility
3USL.L vs. RMQAX - Volatility Comparison
WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX) have volatilities of 14.11% and 13.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3USL.L | RMQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.11% | 13.71% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 25.68% | 26.24% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.72% | 47.80% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.31% | 46.26% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.37% | 46.34% | +2.03% |