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CARU vs. KORU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CARU vs. KORU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Max Auto Industry 3X Leveraged ETN (CARU) and Direxion Daily South Korea Bull 3X Shares (KORU). The values are adjusted to include any dividend payments, if applicable.

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CARU vs. KORU - Yearly Performance Comparison


2026 (YTD)202520242023
CARU
Max Auto Industry 3X Leveraged ETN
-33.44%7.29%23.44%-12.17%
KORU
Direxion Daily South Korea Bull 3X Shares
56.49%432.73%-62.18%4.29%

Returns By Period

In the year-to-date period, CARU achieves a -33.44% return, which is significantly lower than KORU's 56.49% return.


CARU

1D
9.73%
1M
-22.29%
YTD
-33.44%
6M
-42.23%
1Y
-4.15%
3Y*
5Y*
10Y*

KORU

1D
16.84%
1M
-54.89%
YTD
56.49%
6M
171.77%
1Y
653.24%
3Y*
51.09%
5Y*
-5.96%
10Y*
2.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CARU vs. KORU - Expense Ratio Comparison

CARU has a 0.95% expense ratio, which is lower than KORU's 1.29% expense ratio.


Return for Risk

CARU vs. KORU — Risk / Return Rank

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

CARU
CARU Risk / Return Rank: 1414
Overall Rank
CARU Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
CARU Sortino Ratio Rank: 1919
Sortino Ratio Rank
CARU Omega Ratio Rank: 1818
Omega Ratio Rank
CARU Calmar Ratio Rank: 1212
Calmar Ratio Rank
CARU Martin Ratio Rank: 1111
Martin Ratio Rank

KORU
KORU Risk / Return Rank: 9898
Overall Rank
KORU Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
KORU Sortino Ratio Rank: 9797
Sortino Ratio Rank
KORU Omega Ratio Rank: 9797
Omega Ratio Rank
KORU Calmar Ratio Rank: 9999
Calmar Ratio Rank
KORU Martin Ratio Rank: 9898
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.

CARU vs. KORU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Max Auto Industry 3X Leveraged ETN (CARU) and Direxion Daily South Korea Bull 3X Shares (KORU). 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.


CARUKORUDifference

Sharpe ratio

Return per unit of total volatility

-0.05

6.21

-6.26

Sortino ratio

Return per unit of downside risk

0.52

3.75

-3.23

Omega ratio

Gain probability vs. loss probability

1.06

1.53

-0.47

Calmar ratio

Return relative to maximum drawdown

-0.01

10.12

-10.13

Martin ratio

Return relative to average drawdown

-0.03

36.94

-36.98

CARU vs. KORU - Sharpe Ratio Comparison

The current CARU Sharpe Ratio is -0.05, which is lower than the KORU Sharpe Ratio of 6.21. The chart below compares the historical Sharpe Ratios of CARU and KORU, 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


CARUKORUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.05

6.21

-6.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.11

-0.03

-0.08

Correlation

The correlation between CARU and KORU is 0.41, 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

CARU vs. KORU - Dividend Comparison

CARU has not paid dividends to shareholders, while KORU's dividend yield for the trailing twelve months is around 0.59%.


TTM202520242023202220212020201920182017
CARU
Max Auto Industry 3X Leveraged ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KORU
Direxion Daily South Korea Bull 3X Shares
0.59%0.89%4.10%2.55%0.48%0.76%0.01%0.93%1.40%3.59%

Drawdowns

CARU vs. KORU - Drawdown Comparison

The maximum CARU drawdown since its inception was -66.44%, smaller than the maximum KORU drawdown of -95.79%. Use the drawdown chart below to compare losses from any high point for CARU and KORU.


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Drawdown Indicators


CARUKORUDifference

Max Drawdown

Largest peak-to-trough decline

-66.44%

-95.79%

+29.35%

Max Drawdown (1Y)

Largest decline over 1 year

-50.87%

-61.39%

+10.52%

Max Drawdown (5Y)

Largest decline over 5 years

-93.54%

Max Drawdown (10Y)

Largest decline over 10 years

-95.79%

Current Drawdown

Current decline from peak

-47.44%

-56.91%

+9.47%

Average Drawdown

Average peak-to-trough decline

-35.62%

-58.03%

+22.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.11%

16.82%

+2.29%

Volatility

CARU vs. KORU - Volatility Comparison

The current volatility for Max Auto Industry 3X Leveraged ETN (CARU) is 25.71%, while Direxion Daily South Korea Bull 3X Shares (KORU) has a volatility of 68.35%. This indicates that CARU experiences smaller price fluctuations and is considered to be less risky than KORU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CARUKORUDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.71%

68.35%

-42.64%

Volatility (6M)

Calculated over the trailing 6-month period

53.09%

93.12%

-40.03%

Volatility (1Y)

Calculated over the trailing 1-year period

81.60%

106.25%

-24.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

80.72%

78.43%

+2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

80.72%

76.31%

+4.41%