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FAZ vs. BNKD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FAZ vs. BNKD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Financial Bear 3X Shares (FAZ) and MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs (BNKD). The values are adjusted to include any dividend payments, if applicable.

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FAZ vs. BNKD - Yearly Performance Comparison


Returns By Period

In the year-to-date period, FAZ achieves a 33.01% return, which is significantly higher than BNKD's 7.72% return.


FAZ

1D
-6.11%
1M
11.41%
YTD
33.01%
6M
26.95%
1Y
-7.23%
3Y*
-36.21%
5Y*
-29.62%
10Y*
-43.10%

BNKD

1D
-10.54%
1M
1.51%
YTD
7.72%
6M
-19.30%
1Y
-68.53%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FAZ vs. BNKD - Expense Ratio Comparison

FAZ has a 1.07% expense ratio, which is higher than BNKD's 0.95% expense ratio.


Return for Risk

FAZ vs. BNKD — Risk / Return Rank

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

FAZ
FAZ Risk / Return Rank: 1111
Overall Rank
FAZ Sharpe Ratio Rank: 99
Sharpe Ratio Rank
FAZ Sortino Ratio Rank: 1414
Sortino Ratio Rank
FAZ Omega Ratio Rank: 1414
Omega Ratio Rank
FAZ Calmar Ratio Rank: 99
Calmar Ratio Rank
FAZ Martin Ratio Rank: 1010
Martin Ratio Rank

BNKD
BNKD Risk / Return Rank: 11
Overall Rank
BNKD Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BNKD Sortino Ratio Rank: 00
Sortino Ratio Rank
BNKD Omega Ratio Rank: 11
Omega Ratio Rank
BNKD Calmar Ratio Rank: 11
Calmar Ratio Rank
BNKD Martin Ratio Rank: 44
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.

FAZ vs. BNKD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Financial Bear 3X Shares (FAZ) and MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs (BNKD). 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.


FAZBNKDDifference

Sharpe ratio

Return per unit of total volatility

-0.12

-0.91

+0.79

Sortino ratio

Return per unit of downside risk

0.24

-1.72

+1.97

Omega ratio

Gain probability vs. loss probability

1.03

0.80

+0.23

Calmar ratio

Return relative to maximum drawdown

-0.20

-0.83

+0.63

Martin ratio

Return relative to average drawdown

-0.26

-1.02

+0.76

FAZ vs. BNKD - Sharpe Ratio Comparison

The current FAZ Sharpe Ratio is -0.12, which is higher than the BNKD Sharpe Ratio of -0.91. The chart below compares the historical Sharpe Ratios of FAZ and BNKD, 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


FAZBNKDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.12

-0.91

+0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.72

-0.72

0.00

Correlation

The correlation between FAZ and BNKD is 0.87, 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

FAZ vs. BNKD - Dividend Comparison

FAZ's dividend yield for the trailing twelve months is around 2.56%, while BNKD has not paid dividends to shareholders.


TTM20252024202320222021202020192018
FAZ
Direxion Daily Financial Bear 3X Shares
2.56%5.07%7.34%4.88%0.00%0.00%0.62%1.63%0.56%
BNKD
MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FAZ vs. BNKD - Drawdown Comparison

The maximum FAZ drawdown since its inception was -100.00%, which is greater than BNKD's maximum drawdown of -84.27%. Use the drawdown chart below to compare losses from any high point for FAZ and BNKD.


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Drawdown Indicators


FAZBNKDDifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-84.27%

-15.73%

Max Drawdown (1Y)

Largest decline over 1 year

-54.53%

-84.27%

+29.74%

Max Drawdown (5Y)

Largest decline over 5 years

-88.14%

Max Drawdown (10Y)

Largest decline over 10 years

-99.78%

Current Drawdown

Current decline from peak

-100.00%

-78.83%

-21.17%

Average Drawdown

Average peak-to-trough decline

-99.13%

-61.01%

-38.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

42.00%

68.67%

-26.67%

Volatility

FAZ vs. BNKD - Volatility Comparison

The current volatility for Direxion Daily Financial Bear 3X Shares (FAZ) is 13.94%, while MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs (BNKD) has a volatility of 19.01%. This indicates that FAZ experiences smaller price fluctuations and is considered to be less risky than BNKD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FAZBNKDDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.94%

19.01%

-5.07%

Volatility (6M)

Calculated over the trailing 6-month period

33.73%

45.69%

-11.96%

Volatility (1Y)

Calculated over the trailing 1-year period

58.30%

75.20%

-16.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.10%

77.02%

-20.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.13%

77.02%

-14.89%