3USL.L vs. RMQAX

In the year-to-date period, 3USL.L achieves a -12.61% return, which is significantly lower than RMQAX's -0.68% return. Over the past 10 years, 3USL.L has underperformed RMQAX with an annualized return of 20.11%, while RMQAX has yielded a comparatively higher 28.92% annualized return.

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

3USL.L has a 0.75% expense ratio, which is lower than RMQAX's 1.32% expense ratio.

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.

The current 3USL.L Sharpe Ratio is 0.29, which is comparable to the RMQAX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of 3USL.L and RMQAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

3USL.L has not paid dividends to shareholders, while RMQAX's dividend yield for the trailing twelve months is around 26.19%.

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.

WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) has a higher volatility of 14.37% compared to Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX) at 10.65%. This indicates that 3USL.L's price experiences larger fluctuations and is considered to be riskier than RMQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.