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EDZ vs. TMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EDZ vs. TMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Emerging Markets Bear 3X Shares (EDZ) and Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EDZ achieves a -55.99% return, which is significantly lower than TMF's 0.08% return. Over the past 10 years, EDZ has underperformed TMF with an annualized return of -36.90%, while TMF has yielded a comparatively higher -16.47% annualized return.


EDZ

1D
-0.26%
1M
-13.80%
YTD
-55.99%
6M
-56.70%
1Y
-70.82%
3Y*
-48.07%
5Y*
-24.79%
10Y*
-36.90%

TMF

1D
3.90%
1M
10.18%
YTD
0.08%
6M
-2.86%
1Y
-0.04%
3Y*
-19.78%
5Y*
-30.25%
10Y*
-16.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDZ vs. TMF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EDZ
Direxion Daily Emerging Markets Bear 3X Shares
-55.99%-59.30%-12.71%-20.28%49.27%-8.69%-68.79%-43.01%32.87%-64.12%
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
0.08%-2.94%-35.95%-13.01%-72.60%-19.80%39.02%34.75%-11.01%22.72%

Correlation

The correlation between EDZ and TMF is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.25

Correlation (3Y)
Calculated over the trailing 3-year period

-0.17

Correlation (5Y)
Calculated over the trailing 5-year period

-0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2009

0.20

The correlation between EDZ and TMF shifts across timeframes, from -0.25 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

EDZ vs. TMF — Risk / Return Rank

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

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

TMF
TMF Risk / Return Rank: 99
Overall Rank
TMF Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TMF Sortino Ratio Rank: 99
Sortino Ratio Rank
TMF Omega Ratio Rank: 99
Omega Ratio Rank
TMF Calmar Ratio Rank: 99
Calmar Ratio Rank
TMF Martin Ratio Rank: 99
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.

EDZ vs. TMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Emerging Markets Bear 3X Shares (EDZ) and Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF). 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.


EDZTMFDifference
Sharpe ratioReturn per unit of total volatility

-1.05

Sortino ratioReturn per unit of downside risk

-2.26

Omega ratioGain probability vs. loss probability

0.76

1.02

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.95

-0.00

-0.94

Martin ratioReturn relative to average drawdown

-1.67

-0.00

-1.67

EDZ vs. TMF - Sharpe Ratio Comparison

The current EDZ Sharpe Ratio is -1.05, which is lower than the TMF Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of EDZ and TMF, 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

EDZ vs. TMF - Drawdown Comparison

The maximum EDZ drawdown since its inception was -99.99%, which is greater than TMF's maximum drawdown of -92.89%. Use the drawdown chart below to compare losses from any high point for EDZ and TMF.


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Drawdown Indicators


EDZTMFDifference

Max Drawdown

Largest peak-to-trough decline

-99.99%

-92.89%

-7.10%

Max Drawdown (1Y)

Largest decline over 1 year

-74.99%

-26.51%

-48.48%

Max Drawdown (3Y)

Largest decline over 3 years

-90.46%

-56.09%

-34.37%

Max Drawdown (5Y)

Largest decline over 5 years

-92.91%

-88.81%

-4.10%

Max Drawdown (10Y)

Largest decline over 10 years

-99.17%

-92.89%

-6.28%

Current Drawdown

Current decline from peak

-99.99%

-91.71%

-8.28%

Average Drawdown

Average peak-to-trough decline

-97.73%

-43.78%

-53.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

42.30%

12.28%

+30.02%

Volatility

EDZ vs. TMF - Volatility Comparison

Direxion Daily Emerging Markets Bear 3X Shares (EDZ) has a higher volatility of 37.01% compared to Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) at 7.26%. This indicates that EDZ's price experiences larger fluctuations and is considered to be riskier than TMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EDZTMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

37.01%

7.26%

+29.75%

Volatility (6M)

Calculated over the trailing 6-month period

61.17%

19.68%

+41.49%

Volatility (1Y)

Calculated over the trailing 1-year period

67.97%

28.15%

+39.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

58.92%

46.63%

+12.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.50%

43.87%

+17.63%

EDZ vs. TMF - Expense Ratio Comparison

EDZ has a 1.08% expense ratio, which is higher than TMF's 1.01% expense ratio.


Dividends

EDZ vs. TMF - Dividend Comparison

EDZ's dividend yield for the trailing twelve months is around 7.60%, more than TMF's 3.95% yield.


PositionTTM202520242023202220212020201920182017
EDZ
Direxion Daily Emerging Markets Bear 3X Shares
7.60%6.58%4.87%4.34%0.00%0.00%0.82%1.67%0.68%0.00%
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
3.95%4.06%4.29%2.82%1.62%0.13%2.23%0.94%1.49%0.41%

Frequently Asked Questions


EDZ and TMF have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EDZ has higher volatility (37.01%) compared to TMF (7.26%). In terms of maximum drawdown, EDZ dropped -99.99% vs TMF's -92.89%.

On 10-year performance, TMF leads with -16.47% vs -36.90% for EDZ. On fees, TMF is cheaper at 1.01% per year. On volatility, TMF has been the lower-risk option at 7.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, TMF has performed better with a -16.47% return vs -36.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TMF is cheaper with a 1.01% expense ratio, compared with 1.08% for EDZ.

EDZ has the higher dividend yield at 7.60%, compared with 3.95% for TMF.

EDZ is categorized as Leveraged Equities, while TMF is Leveraged Bonds. EDZ tracks MSCI Emerging Markets Index (-300%), while TMF tracks ICE U.S. Treasury 20+ Year Bond Index (300%). Their fees differ too: 1.08% for EDZ and 1.01% for TMF.

TMF currently has the higher Sharpe Ratio (-0.00 vs -1.05), 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

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