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FAZ vs. LABD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FAZ vs. LABD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Financial Bear 3X Shares (FAZ) and Direxion Daily S&P Biotech Bear 3x Shares (LABD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FAZ achieves a 18.57% return, which is significantly higher than LABD's -26.35% return. Over the past 10 years, FAZ has outperformed LABD with an annualized return of -43.00%, while LABD has yielded a comparatively lower -55.90% annualized return.


FAZ

1D
-0.15%
1M
3.55%
YTD
18.57%
6M
6.21%
1Y
-3.61%
3Y*
-37.43%
5Y*
-26.62%
10Y*
-43.00%

LABD

1D
13.36%
1M
2.25%
YTD
-26.35%
6M
-33.91%
1Y
-80.10%
3Y*
-49.03%
5Y*
-40.90%
10Y*
-55.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAZ vs. LABD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FAZ
Direxion Daily Financial Bear 3X Shares
18.57%-37.21%-51.01%-26.67%1.16%-67.05%-73.90%-58.62%16.84%-46.18%
LABD
Direxion Daily S&P Biotech Bear 3x Shares
-26.35%-70.07%-21.43%-41.77%-32.68%1.86%-89.75%-70.80%-6.26%-75.67%

Correlation

The correlation between FAZ and LABD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.43

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

0.46

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

0.44

Correlation (All Time)
Calculated using the full available price history since May 29, 2015

0.45

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Return for Risk

FAZ vs. LABD — Risk / Return Rank

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

FAZ
FAZ Risk / Return Rank: 88
Overall Rank
FAZ Sharpe Ratio Rank: 88
Sharpe Ratio Rank
FAZ Sortino Ratio Rank: 99
Sortino Ratio Rank
FAZ Omega Ratio Rank: 99
Omega Ratio Rank
FAZ Calmar Ratio Rank: 77
Calmar Ratio Rank
FAZ Martin Ratio Rank: 77
Martin Ratio Rank

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

FAZ vs. LABD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Financial Bear 3X Shares (FAZ) and Direxion Daily S&P Biotech Bear 3x Shares (LABD). 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.


FAZLABDDifference

Sharpe ratio

Return per unit of total volatility

-0.08

-1.06

+0.98

Sortino ratio

Return per unit of downside risk

0.19

-2.21

+2.40

Omega ratio

Gain probability vs. loss probability

1.02

0.75

+0.27

Calmar ratio

Return relative to maximum drawdown

-0.13

-0.98

+0.85

Martin ratio

Return relative to average drawdown

-0.23

-1.32

+1.09

FAZ vs. LABD - Sharpe Ratio Comparison

The current FAZ Sharpe Ratio is -0.08, which is higher than the LABD Sharpe Ratio of -1.06. The chart below compares the historical Sharpe Ratios of FAZ and LABD, 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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Sharpe Ratios by Period


FAZLABDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

-1.06

+0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.48

-0.43

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.69

-0.58

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.72

-0.54

-0.18

Drawdowns

FAZ vs. LABD - Drawdown Comparison

The maximum FAZ drawdown since its inception was -100.00%, roughly equal to the maximum LABD drawdown of -99.99%. Use the drawdown chart below to compare losses from any high point for FAZ and LABD.


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Drawdown Indicators


FAZLABDDifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-99.99%

-0.01%

Max Drawdown (1Y)

Largest decline over 1 year

-30.20%

-83.21%

+53.01%

Max Drawdown (3Y)

Largest decline over 3 years

-83.61%

-95.31%

+11.70%

Max Drawdown (5Y)

Largest decline over 5 years

-87.53%

-98.24%

+10.71%

Max Drawdown (10Y)

Largest decline over 10 years

-99.78%

-99.98%

+0.20%

Current Drawdown

Current decline from peak

-100.00%

-99.99%

-0.01%

Average Drawdown

Average peak-to-trough decline

-99.14%

-90.92%

-8.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.55%

62.04%

-45.49%

Volatility

FAZ vs. LABD - Volatility Comparison

The current volatility for Direxion Daily Financial Bear 3X Shares (FAZ) is 8.85%, while Direxion Daily S&P Biotech Bear 3x Shares (LABD) has a volatility of 28.02%. This indicates that FAZ experiences smaller price fluctuations and is considered to be less risky than LABD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FAZLABDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.85%

28.02%

-19.17%

Volatility (6M)

Calculated over the trailing 6-month period

32.10%

61.98%

-29.88%

Volatility (1Y)

Calculated over the trailing 1-year period

42.95%

76.01%

-33.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.81%

96.24%

-40.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.07%

95.94%

-33.87%

FAZ vs. LABD - Expense Ratio Comparison

FAZ has a 1.07% expense ratio, which is higher than LABD's 1.06% expense ratio.


Dividends

FAZ vs. LABD - Dividend Comparison

FAZ's dividend yield for the trailing twelve months is around 2.87%, less than LABD's 6.14% yield.


PositionTTM20252024202320222021202020192018
FAZ
Direxion Daily Financial Bear 3X Shares
2.87%5.07%7.34%4.88%0.00%0.00%0.62%1.63%0.56%
LABD
Direxion Daily S&P Biotech Bear 3x Shares
6.14%6.67%4.68%6.13%0.53%0.00%3.94%1.75%0.81%

Frequently Asked Questions


FAZ and LABD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LABD has higher volatility (28.02%) compared to FAZ (8.85%). In terms of maximum drawdown, FAZ dropped -100.00% vs LABD's -99.99%.

On 10-year performance, FAZ leads with -43.00% vs -55.90% for LABD. On fees, LABD is cheaper at 1.06% per year. On volatility, FAZ has been the lower-risk option at 8.85%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, FAZ has performed better with a -43.00% return vs -55.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LABD is cheaper with a 1.06% expense ratio, compared with 1.07% for FAZ.

LABD has the higher dividend yield at 6.14%, compared with 2.87% for FAZ.

FAZ tracks Russell 1000 Financial Services Index (-300%), while LABD tracks S&P Biotechnology Select Industry Index (-300%). Their fees differ too: 1.07% for FAZ and 1.06% for LABD.

FAZ currently has the higher Sharpe Ratio (-0.08 vs -1.06), 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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