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DUG vs. NRGD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DUG vs. NRGD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares UltraShort Oil & Gas (DUG) and MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD). The values are adjusted to include any dividend payments, if applicable.

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DUG vs. NRGD - Yearly Performance Comparison


Returns By Period

In the year-to-date period, DUG achieves a -48.01% return, which is significantly higher than NRGD's -69.03% return.


DUG

1D
2.50%
1M
-17.63%
YTD
-48.01%
6M
-48.81%
1Y
-48.91%
3Y*
-28.53%
5Y*
-42.02%
10Y*
-34.12%

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)

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DUG vs. NRGD - Expense Ratio Comparison

Both DUG and NRGD have an expense ratio of 0.95%.


Return for Risk

DUG vs. NRGD — Risk / Return Rank

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

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

DUG vs. NRGD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort Oil & Gas (DUG) 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.


DUGNRGDDifference

Sharpe ratio

Return per unit of total volatility

-1.00

-0.89

-0.10

Sortino ratio

Return per unit of downside risk

-1.66

-1.86

+0.20

Omega ratio

Gain probability vs. loss probability

0.82

0.79

+0.03

Calmar ratio

Return relative to maximum drawdown

-0.76

-0.89

+0.13

Martin ratio

Return relative to average drawdown

-1.47

-1.30

-0.17

DUG vs. NRGD - Sharpe Ratio Comparison

The current DUG Sharpe Ratio is -1.00, which is comparable to the NRGD Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of DUG 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.


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Sharpe Ratios by Period


DUGNRGDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.00

-0.89

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.52

-0.87

+0.35

Correlation

The correlation between DUG and NRGD is 0.94, 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

DUG vs. NRGD - Dividend Comparison

DUG's dividend yield for the trailing twelve months is around 5.31%, while NRGD has not paid dividends to shareholders.


TTM20252024202320222021202020192018
DUG
ProShares UltraShort Oil & Gas
5.31%3.21%5.66%4.16%0.28%0.00%0.10%0.56%0.29%
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

DUG vs. NRGD - Drawdown Comparison

The maximum DUG drawdown since its inception was -99.92%, which is greater than NRGD's maximum drawdown of -89.38%. Use the drawdown chart below to compare losses from any high point for DUG and NRGD.


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Drawdown Indicators


DUGNRGDDifference

Max Drawdown

Largest peak-to-trough decline

-99.92%

-89.38%

-10.54%

Max Drawdown (1Y)

Largest decline over 1 year

-65.94%

-89.38%

+23.44%

Max Drawdown (5Y)

Largest decline over 5 years

-94.45%

Max Drawdown (10Y)

Largest decline over 10 years

-99.46%

Current Drawdown

Current decline from peak

-99.92%

-88.63%

-11.29%

Average Drawdown

Average peak-to-trough decline

-88.87%

-54.41%

-34.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.00%

61.18%

-27.18%

Volatility

DUG vs. NRGD - Volatility Comparison

The current volatility for ProShares UltraShort Oil & Gas (DUG) is 10.31%, while MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) has a volatility of 19.52%. This indicates that DUG 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.


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Volatility by Period


DUGNRGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.31%

19.52%

-9.21%

Volatility (6M)

Calculated over the trailing 6-month period

27.99%

50.19%

-22.20%

Volatility (1Y)

Calculated over the trailing 1-year period

49.25%

88.75%

-39.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.69%

87.55%

-35.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.60%

87.55%

-28.95%