AVPT vs. SOXL
AVPT (AvePoint, Inc.) is a stock, while SOXL (Direxion Daily Semiconductor Bull 3X ETF) is Leveraged Equities fund tracking the NYSE Semiconductor Index. Over the past 5 years, AVPT returned 4.31%/yr vs 21.65%/yr for SOXL. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
AVPT vs. SOXL - Performance Comparison
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Returns By Period
In the year-to-date period, AVPT achieves a -6.19% return, which is significantly lower than SOXL's 172.95% return.
AVPT
- 1D
- 1.64%
- 1M
- 13.70%
- 6M
- 12.04%
- YTD
- -6.19%
- 1Y
- -27.41%
- 3Y*
- 28.30%
- 5Y*
- 4.31%
- 10Y*
- —
- ALL TIME*
- 1.55%
SOXL
- 1D
- 0.00%
- 1M
- -36.78%
- 6M
- 85.66%
- YTD
- 172.95%
- 1Y
- 376.55%
- 3Y*
- 60.01%
- 5Y*
- 21.65%
- 10Y*
- 48.63%
- ALL TIME*
- 38.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AVPT AvePoint, Inc. | $27.40M | $28.43M | $27.56M |
| $10.60B | $10.77B | $11.72B |
AVPT vs. SOXL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVPT AvePoint, Inc. | -6.19% | -15.87% | 101.10% | 99.76% | -34.66% | -47.80% |
SOXL Direxion Daily Semiconductor Bull 3X ETF | 172.95% | 54.91% | -12.31% | 226.98% | -85.66% | 59.80% |
Correlation
The correlation between AVPT and SOXL is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2021 | 0.37 |
Over the past year, the correlation between AVPT and SOXL has dropped to 0.04 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
AVPT vs. SOXL — Risk / Return Rank
AVPT
SOXL
AVPT vs. SOXL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvePoint, Inc. (AVPT) and Direxion Daily Semiconductor Bull 3X ETF (SOXL). 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.
| AVPT | SOXL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.43 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.36 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 5.22 | -5.84 |
| Martin ratioReturn relative to average drawdown | -0.94 | 18.04 | -18.98 |
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Drawdowns
AVPT vs. SOXL - Drawdown Comparison
The maximum AVPT drawdown since its inception was -70.21%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for AVPT and SOXL.
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Drawdown Indicators
| AVPT | SOXL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -90.46% | +20.25% |
Max Drawdown (1Y)Largest decline over 1 year | -51.11% | -69.42% | +18.31% |
Max Drawdown (3Y)Largest decline over 3 years | -55.03% | -87.88% | +32.85% |
Max Drawdown (5Y)Largest decline over 5 years | -66.39% | -90.46% | +24.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -90.46% | — |
Current DrawdownCurrent decline from peak | -34.82% | -61.86% | +27.04% |
Average DrawdownAverage peak-to-trough decline | -36.49% | -35.00% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.98% | 20.04% | +15.94% |
Volatility
AVPT vs. SOXL - Volatility Comparison
The current volatility for AvePoint, Inc. (AVPT) is 12.93%, while Direxion Daily Semiconductor Bull 3X ETF (SOXL) has a volatility of 52.68%. This indicates that AVPT experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVPT | SOXL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.93% | 52.68% | -39.75% |
Volatility (6M)Calculated over the trailing 6-month period | 33.51% | 115.51% | -82.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.44% | 130.99% | -84.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.30% | 113.21% | -66.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.70% | 102.11% | -55.41% |
Dividends
AVPT vs. SOXL - Dividend Comparison
AVPT has not paid dividends to shareholders, while SOXL's dividend yield for the trailing twelve months is around 0.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVPT AvePoint, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXL Direxion Daily Semiconductor Bull 3X ETF | 0.01% | 0.34% | 1.18% | 0.51% | 1.07% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% |
Frequently Asked Questions
AVPT and SOXL have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXL has higher volatility (52.68%) compared to AVPT (12.93%). In terms of maximum drawdown, AVPT dropped -70.21% vs SOXL's -90.46%.
SOXL currently has the higher Sharpe Ratio (2.77 vs -0.69), 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.
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