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AMZD vs. SH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMZD vs. SH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AMZN Bear 1X Shares (AMZD) and ProShares Short S&P500 (SH). The values are adjusted to include any dividend payments, if applicable.

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AMZD vs. SH - Yearly Performance Comparison


2026 (YTD)2025202420232022
AMZD
Direxion Daily AMZN Bear 1X Shares
9.88%-9.84%-30.80%-46.50%45.25%
SH
ProShares Short S&P500
5.77%-11.35%-13.52%-14.80%3.81%

Returns By Period

In the year-to-date period, AMZD achieves a 9.88% return, which is significantly higher than SH's 5.77% return.


AMZD

1D
-3.65%
1M
0.55%
YTD
9.88%
6M
3.33%
1Y
-13.66%
3Y*
-22.80%
5Y*
10Y*

SH

1D
-2.82%
1M
5.57%
YTD
5.77%
6M
4.49%
1Y
-11.46%
3Y*
-9.86%
5Y*
-7.57%
10Y*
-11.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMZD vs. SH - Expense Ratio Comparison

AMZD has a 1.09% expense ratio, which is higher than SH's 0.90% expense ratio.


Return for Risk

AMZD vs. SH — Risk / Return Rank

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

AMZD
AMZD Risk / Return Rank: 66
Overall Rank
AMZD Sharpe Ratio Rank: 55
Sharpe Ratio Rank
AMZD Sortino Ratio Rank: 66
Sortino Ratio Rank
AMZD Omega Ratio Rank: 55
Omega Ratio Rank
AMZD Calmar Ratio Rank: 66
Calmar Ratio Rank
AMZD Martin Ratio Rank: 88
Martin Ratio Rank

SH
SH Risk / Return Rank: 44
Overall Rank
SH Sharpe Ratio Rank: 33
Sharpe Ratio Rank
SH Sortino Ratio Rank: 33
Sortino Ratio Rank
SH Omega Ratio Rank: 22
Omega Ratio Rank
SH Calmar Ratio Rank: 55
Calmar Ratio Rank
SH Martin Ratio Rank: 88
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.

AMZD vs. SH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AMZN Bear 1X Shares (AMZD) and ProShares Short S&P500 (SH). 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.


AMZDSHDifference

Sharpe ratio

Return per unit of total volatility

-0.39

-0.63

+0.24

Sortino ratio

Return per unit of downside risk

-0.33

-0.79

+0.45

Omega ratio

Gain probability vs. loss probability

0.96

0.89

+0.07

Calmar ratio

Return relative to maximum drawdown

-0.35

-0.45

+0.10

Martin ratio

Return relative to average drawdown

-0.51

-0.55

+0.04

AMZD vs. SH - Sharpe Ratio Comparison

The current AMZD Sharpe Ratio is -0.39, which is higher than the SH Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of AMZD and SH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMZDSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.39

-0.63

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.48

-0.56

+0.08

Correlation

The correlation between AMZD and SH is 0.67, 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

AMZD vs. SH - Dividend Comparison

AMZD's dividend yield for the trailing twelve months is around 2.85%, less than SH's 3.92% yield.


TTM202520242023202220212020201920182017
AMZD
Direxion Daily AMZN Bear 1X Shares
2.85%3.61%5.15%6.83%2.45%0.00%0.00%0.00%0.00%0.00%
SH
ProShares Short S&P500
3.92%4.49%6.20%5.37%1.08%0.00%0.16%1.76%1.01%0.06%

Drawdowns

AMZD vs. SH - Drawdown Comparison

The maximum AMZD drawdown since its inception was -70.44%, smaller than the maximum SH drawdown of -94.26%. Use the drawdown chart below to compare losses from any high point for AMZD and SH.


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Drawdown Indicators


AMZDSHDifference

Max Drawdown

Largest peak-to-trough decline

-70.44%

-94.26%

+23.82%

Max Drawdown (1Y)

Largest decline over 1 year

-35.54%

-26.61%

-8.93%

Max Drawdown (5Y)

Largest decline over 5 years

-40.35%

Max Drawdown (10Y)

Largest decline over 10 years

-74.31%

Current Drawdown

Current decline from peak

-64.25%

-93.82%

+29.57%

Average Drawdown

Average peak-to-trough decline

-48.04%

-67.49%

+19.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.83%

21.81%

+3.02%

Volatility

AMZD vs. SH - Volatility Comparison

Direxion Daily AMZN Bear 1X Shares (AMZD) has a higher volatility of 9.69% compared to ProShares Short S&P500 (SH) at 5.30%. This indicates that AMZD's price experiences larger fluctuations and is considered to be riskier than SH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMZDSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.69%

5.30%

+4.39%

Volatility (6M)

Calculated over the trailing 6-month period

23.17%

9.43%

+13.74%

Volatility (1Y)

Calculated over the trailing 1-year period

35.02%

18.17%

+16.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.63%

16.87%

+16.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.63%

17.99%

+15.64%