BIVRX vs. TMF

In the year-to-date period, BIVRX achieves a -2.59% return, which is significantly higher than TMF's -13.40% return.

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BIVRX has a 2.48% expense ratio, which is higher than TMF's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invenomic Fund (BIVRX) and Direxion Daily 20-Year Treasury Bull 3X (TMF). 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 BIVRX Sharpe Ratio is -0.27, which is higher than the TMF Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of BIVRX and TMF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIVRX's dividend yield for the trailing twelve months is around 3.64%, less than TMF's 4.89% yield.

The maximum BIVRX drawdown since its inception was -34.31%, smaller than the maximum TMF drawdown of -92.61%. Use the drawdown chart below to compare losses from any high point for BIVRX and TMF. For additional features, visit the drawdowns tool.

The current volatility for Invenomic Fund (BIVRX) is 3.38%, while Direxion Daily 20-Year Treasury Bull 3X (TMF) has a volatility of 10.84%. This indicates that BIVRX experiences smaller price fluctuations and is considered to be less risky than TMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.