BRKU vs. PLMR
BRKU (Direxion Daily BRKB Bull 2X Shares) is Leveraged Equities fund actively managed by Direxion, while PLMR (Palomar Holdings, Inc.) is a stock. Over the past year, BRKU returned -3.42% vs 3.38% for PLMR. At a 0.34 correlation, their price movements are largely independent.
Performance
BRKU vs. PLMR - Performance Comparison
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Returns By Period
In the year-to-date period, BRKU achieves a -8.34% return, which is significantly lower than PLMR's 3.58% return.
BRKU
- 1D
- 1.04%
- 1M
- 2.35%
- 6M
- -6.54%
- YTD
- -8.34%
- 1Y
- -3.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLMR
- 1D
- 2.58%
- 1M
- 21.53%
- 6M
- 6.98%
- YTD
- 3.58%
- 1Y
- 3.38%
- 3Y*
- 35.42%
- 5Y*
- 14.41%
- 10Y*
- —
BRKU vs. PLMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -8.34% | 6.44% | -3.78% |
PLMR Palomar Holdings, Inc. | 3.58% | 27.63% | -0.09% |
Correlation
The correlation between BRKU and PLMR is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.34 |
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Return for Risk
BRKU vs. PLMR — Risk / Return Rank
BRKU
PLMR
BRKU vs. PLMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and Palomar Holdings, Inc. (PLMR). 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.
| BRKU | PLMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.05 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 0.11 | -0.27 |
| Martin ratioReturn relative to average drawdown | -0.30 | 0.21 | -0.52 |
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Drawdowns
BRKU vs. PLMR - Drawdown Comparison
The maximum BRKU drawdown since its inception was -35.37%, smaller than the maximum PLMR drawdown of -62.86%. Use the drawdown chart below to compare losses from any high point for BRKU and PLMR.
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Drawdown Indicators
| BRKU | PLMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.37% | -62.86% | +27.49% |
Max Drawdown (1Y)Largest decline over 1 year | -22.06% | -29.60% | +7.54% |
Max Drawdown (3Y)Largest decline over 3 years | — | -42.27% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -53.81% | — |
Current DrawdownCurrent decline from peak | -28.07% | -20.54% | -7.53% |
Average DrawdownAverage peak-to-trough decline | -19.46% | -28.80% | +9.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.31% | 15.89% | -4.58% |
Volatility
BRKU vs. PLMR - Volatility Comparison
The current volatility for Direxion Daily BRKB Bull 2X Shares (BRKU) is 8.44%, while Palomar Holdings, Inc. (PLMR) has a volatility of 12.46%. This indicates that BRKU experiences smaller price fluctuations and is considered to be less risky than PLMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKU | PLMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 12.46% | -4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 21.28% | 25.64% | -4.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.04% | 37.40% | -9.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.05% | 42.89% | -8.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.05% | 47.88% | -13.83% |
Dividends
BRKU vs. PLMR - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.61%, while PLMR has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 2.61% | 2.44% |
PLMR Palomar Holdings, Inc. | 0.00% | 0.00% |
Frequently Asked Questions
BRKU and PLMR have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLMR has higher volatility (12.46%) compared to BRKU (8.44%). In terms of maximum drawdown, BRKU dropped -35.37% vs PLMR's -62.86%.
PLMR currently has the higher Sharpe Ratio (0.09 vs -0.12), 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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