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CARU vs. KORU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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 MSCI South Korea Bull 3X Shares (KORU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CARU achieves a -27.45% return, which is significantly lower than KORU's 65.13% return.


CARU

1D
-3.38%
1M
-7.81%
6M
-26.28%
YTD
-27.45%
1Y
-15.02%
3Y*
-13.48%
5Y*
10Y*
ALL TIME*
-4.50%

KORU

1D
-7.92%
1M
-44.63%
6M
-13.80%
YTD
65.13%
1Y
302.72%
3Y*
42.96%
5Y*
-3.04%
10Y*
2.30%
ALL TIME*
-1.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$54.57K$33.91K$20.26K
$685.69M$790.89M$775.54M

CARU vs. KORU - Yearly Performance Comparison


2026 (YTD)202520242023
CARU
Max Auto Industry 3X Leveraged ETN
-27.45%7.29%23.44%-9.74%
KORU
Direxion Daily MSCI South Korea Bull 3X Shares
65.13%432.73%-62.18%-1.61%

Correlation

The correlation between CARU and KORU is 0.39, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.39

Correlation (3Y)
Balances recent behavior with more history.

0.40

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2023

0.40

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Return for Risk

CARU vs. KORU — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CARU
CARU Risk / Return Rank: 88
Overall Rank
CARU Sharpe Ratio Rank: 77
Sharpe Ratio Rank
CARU Sortino Ratio Rank: 1010
Sortino Ratio Rank
CARU Omega Ratio Rank: 1010
Omega Ratio Rank
CARU Calmar Ratio Rank: 66
Calmar Ratio Rank
CARU Martin Ratio Rank: 77
Martin Ratio Rank

KORU
KORU Risk / Return Rank: 7878
Overall Rank
KORU Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
KORU Sortino Ratio Rank: 7777
Sortino Ratio Rank
KORU Omega Ratio Rank: 8080
Omega Ratio Rank
KORU Calmar Ratio Rank: 8686
Calmar Ratio Rank
KORU Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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 MSCI 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.

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.


CARUKORUDifference
Sharpe ratioReturn per unit of total volatility

-1.95

Sortino ratioReturn per unit of downside risk

-2.35

Omega ratioGain probability vs. loss probability

1.01

1.34

-0.33

Calmar ratioReturn relative to maximum drawdown

-0.37

3.32

-3.69

Martin ratioReturn relative to average drawdown

-0.67

9.21

-9.88

CARU vs. KORU - Sharpe Ratio Comparison

The current CARU Sharpe Ratio is -0.26, which is lower than the KORU Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of CARU and KORU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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%

-80.90%

+30.03%

Max Drawdown (3Y)

Largest decline over 3 years

-59.03%

-80.90%

+21.87%

Max Drawdown (5Y)

Largest decline over 5 years

-92.74%

Max Drawdown (10Y)

Largest decline over 10 years

-95.79%

Current Drawdown

Current decline from peak

-42.71%

-76.30%

+33.59%

Average Drawdown

Average peak-to-trough decline

-36.14%

-57.44%

+21.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.21%

29.12%

-0.91%

Volatility

CARU vs. KORU - Volatility Comparison

The current volatility for Max Auto Industry 3X Leveraged ETN (CARU) is 23.56%, while Direxion Daily MSCI South Korea Bull 3X Shares (KORU) has a volatility of 64.87%. 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

23.56%

64.87%

-41.31%

Volatility (6M)

Calculated over the trailing 6-month period

54.90%

154.02%

-99.12%

Volatility (1Y)

Calculated over the trailing 1-year period

71.83%

159.66%

-87.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

80.20%

96.56%

-16.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

80.20%

85.82%

-5.62%

CARU vs. KORU - Expense Ratio Comparison

CARU has a 0.95% expense ratio, which is lower than KORU's 1.32% expense ratio.


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 0.53%.


PositionTTM202520242023202220212020201920182017
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 MSCI South Korea Bull 3X Shares
0.53%0.89%4.10%2.55%0.48%0.76%0.01%0.93%1.40%3.59%

Frequently Asked Questions


CARU and KORU have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KORU has higher volatility (64.87%) compared to CARU (23.56%). In terms of maximum drawdown, CARU dropped -66.44% vs KORU's -95.79%.

On 3-year performance, KORU leads with 42.96% vs -13.48% for CARU. On fees, CARU is cheaper at 0.95% per year. On volatility, CARU has been the lower-risk option at 23.56%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, KORU has performed better with a 42.96% return vs -13.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CARU is cheaper with a 0.95% expense ratio, compared with 1.32% for KORU.

KORU has the higher dividend yield at 0.53%, compared with 0.00% for CARU.

CARU is categorized as Leveraged Equities, while KORU is South Korea Equities. CARU tracks Prime Auto Industry Index - Benchmark TR Net (--300%), while KORU tracks MSCI Korea 25/50 Index. They also come from different issuers: Max and Direxion. Their fees differ too: 0.95% for CARU and 1.32% for KORU.

KORU currently has the higher Sharpe Ratio (1.68 vs -0.26), 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.

Portfolio Optimizer

Find the right allocation for CARU and KORU

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