PortfoliosLab logoPortfoliosLab logo
DRIP vs. NRGD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DRIP vs. NRGD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) and MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

DRIP vs. NRGD - Yearly Performance Comparison


Returns By Period

In the year-to-date period, DRIP achieves a -53.90% return, which is significantly higher than NRGD's -69.03% return.


DRIP

1D
4.02%
1M
-30.07%
YTD
-53.90%
6M
-51.15%
1Y
-60.00%
3Y*
-31.92%
5Y*
-46.13%
10Y*
-47.04%

NRGD

1D
5.43%
1M
-38.99%
YTD
-69.03%
6M
-68.32%
1Y
-79.06%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


DRIP vs. NRGD - Expense Ratio Comparison

DRIP has a 1.07% expense ratio, which is higher than NRGD's 0.95% expense ratio.


Return for Risk

DRIP vs. NRGD — Risk / Return Rank

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

DRIP
DRIP Risk / Return Rank: 11
Overall Rank
DRIP Sharpe Ratio Rank: 11
Sharpe Ratio Rank
DRIP Sortino Ratio Rank: 11
Sortino Ratio Rank
DRIP Omega Ratio Rank: 11
Omega Ratio Rank
DRIP Calmar Ratio Rank: 11
Calmar Ratio Rank
DRIP Martin Ratio Rank: 22
Martin Ratio Rank

NRGD
NRGD Risk / Return Rank: 11
Overall Rank
NRGD Sharpe Ratio Rank: 11
Sharpe Ratio Rank
NRGD Sortino Ratio Rank: 00
Sortino Ratio Rank
NRGD Omega Ratio Rank: 00
Omega Ratio Rank
NRGD Calmar Ratio Rank: 00
Calmar Ratio Rank
NRGD Martin Ratio Rank: 22
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.

DRIP vs. NRGD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) and MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD). 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.


DRIPNRGDDifference

Sharpe ratio

Return per unit of total volatility

-0.90

-0.89

-0.01

Sortino ratio

Return per unit of downside risk

-1.52

-1.86

+0.34

Omega ratio

Gain probability vs. loss probability

0.83

0.79

+0.04

Calmar ratio

Return relative to maximum drawdown

-0.80

-0.89

+0.10

Martin ratio

Return relative to average drawdown

-1.30

-1.30

0.00

DRIP vs. NRGD - Sharpe Ratio Comparison

The current DRIP Sharpe Ratio is -0.90, which is comparable to the NRGD Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of DRIP and NRGD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


DRIPNRGDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.90

-0.89

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.43

-0.87

+0.44

Correlation

The correlation between DRIP and NRGD is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DRIP vs. NRGD - Dividend Comparison

DRIP's dividend yield for the trailing twelve months is around 4.28%, while NRGD has not paid dividends to shareholders.


TTM20252024202320222021202020192018
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
4.28%2.86%4.38%5.09%0.00%0.00%0.01%0.96%0.58%
NRGD
MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DRIP vs. NRGD - Drawdown Comparison

The maximum DRIP drawdown since its inception was -99.95%, which is greater than NRGD's maximum drawdown of -89.38%. Use the drawdown chart below to compare losses from any high point for DRIP and NRGD.


Loading graphics...

Drawdown Indicators


DRIPNRGDDifference

Max Drawdown

Largest peak-to-trough decline

-99.95%

-89.38%

-10.57%

Max Drawdown (1Y)

Largest decline over 1 year

-76.02%

-89.38%

+13.36%

Max Drawdown (5Y)

Largest decline over 5 years

-96.75%

Max Drawdown (10Y)

Largest decline over 10 years

-99.92%

Current Drawdown

Current decline from peak

-99.94%

-88.63%

-11.31%

Average Drawdown

Average peak-to-trough decline

-90.30%

-54.41%

-35.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

46.55%

61.18%

-14.63%

Volatility

DRIP vs. NRGD - Volatility Comparison

The current volatility for Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) is 14.57%, while MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) has a volatility of 19.52%. This indicates that DRIP experiences smaller price fluctuations and is considered to be less risky than NRGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


DRIPNRGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.57%

19.52%

-4.95%

Volatility (6M)

Calculated over the trailing 6-month period

38.68%

50.19%

-11.51%

Volatility (1Y)

Calculated over the trailing 1-year period

66.53%

88.75%

-22.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

68.89%

87.55%

-18.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

97.12%

87.55%

+9.57%