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 -10.14% vs -27.48% for PLMR. At a 0.33 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 -9.67% return, which is significantly higher than PLMR's -13.86% return.
BRKU
- 1D
- 0.90%
- 1M
- 1.36%
- YTD
- -9.67%
- 6M
- -9.20%
- 1Y
- -10.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLMR
- 1D
- 4.03%
- 1M
- 1.94%
- YTD
- -13.86%
- 6M
- -15.47%
- 1Y
- -27.48%
- 3Y*
- 24.51%
- 5Y*
- 8.44%
- 10Y*
- —
BRKU vs. PLMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -9.67% | 6.44% | -3.78% |
PLMR Palomar Holdings, Inc. | -13.86% | 27.63% | -0.09% |
Correlation
The correlation between BRKU and PLMR is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.33 |
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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 | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.89 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | -0.75 | +0.29 |
| Martin ratioReturn relative to average drawdown | -0.90 | -1.17 | +0.27 |
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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% | -36.62% | +14.56% |
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 | -29.12% | -33.92% | +4.80% |
Average DrawdownAverage peak-to-trough decline | -19.19% | -28.83% | +9.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.34% | 23.60% | -12.26% |
Volatility
BRKU vs. PLMR - Volatility Comparison
The current volatility for Direxion Daily BRKB Bull 2X Shares (BRKU) is 7.37%, while Palomar Holdings, Inc. (PLMR) has a volatility of 11.31%. 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 | 7.37% | 11.31% | -3.94% |
Volatility (6M)Calculated over the trailing 6-month period | 20.55% | 23.48% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.85% | 36.72% | -8.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.11% | 42.64% | -8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.11% | 47.84% | -13.73% |
Dividends
BRKU vs. PLMR - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.82%, while PLMR has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 2.82% | 2.44% |
PLMR Palomar Holdings, Inc. | 0.00% | 0.00% |
Frequently Asked Questions
BRKU and PLMR have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLMR has higher volatility (11.31%) compared to BRKU (7.37%). In terms of maximum drawdown, BRKU dropped -35.37% vs PLMR's -62.86%.
BRKU currently has the higher Sharpe Ratio (-0.37 vs -0.75), 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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