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HIBS vs. SRTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HIBS vs. SRTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P 500 High Beta Bear 3X Shares (HIBS) and ProShares UltraPro Short Russell2000 (SRTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HIBS achieves a -60.48% return, which is significantly lower than SRTY's -42.78% return.


HIBS

1D
-5.60%
1M
-32.77%
YTD
-60.48%
6M
-63.58%
1Y
-83.87%
3Y*
-63.29%
5Y*
-53.79%
10Y*

SRTY

1D
-2.70%
1M
-12.83%
YTD
-42.78%
6M
-43.96%
1Y
-68.52%
3Y*
-45.90%
5Y*
-31.49%
10Y*
-43.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HIBS vs. SRTY - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HIBS
Direxion Daily S&P 500 High Beta Bear 3X Shares
-60.48%-72.44%-26.60%-62.94%-7.59%-75.27%-91.59%-19.45%
SRTY
ProShares UltraPro Short Russell2000
-42.78%-40.55%-32.91%-42.02%28.99%-51.67%-80.61%-13.38%

Correlation

The correlation between HIBS and SRTY is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.85

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

0.85

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

0.89

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2019

0.88

The correlation between HIBS and SRTY has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.

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Return for Risk

HIBS vs. SRTY — Risk / Return Rank

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

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

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

HIBS vs. SRTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 High Beta Bear 3X Shares (HIBS) and ProShares UltraPro Short Russell2000 (SRTY). 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.


HIBSSRTYDifference

Sharpe ratio

Return per unit of total volatility

-1.24

-1.20

-0.04

Sortino ratio

Return per unit of downside risk

-3.08

-2.26

-0.82

Omega ratio

Gain probability vs. loss probability

0.68

0.76

-0.08

Calmar ratio

Return relative to maximum drawdown

-1.01

-1.00

0.00

Martin ratio

Return relative to average drawdown

-1.51

-1.52

+0.01

HIBS vs. SRTY - Sharpe Ratio Comparison

The current HIBS Sharpe Ratio is -1.24, which is comparable to the SRTY Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of HIBS and SRTY, 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


HIBSSRTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.24

-1.20

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.65

-0.47

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.73

-0.69

-0.04

Drawdowns

HIBS vs. SRTY - Drawdown Comparison

The maximum HIBS drawdown since its inception was -99.98%, roughly equal to the maximum SRTY drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for HIBS and SRTY.


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Drawdown Indicators


HIBSSRTYDifference

Max Drawdown

Largest peak-to-trough decline

-99.98%

-100.00%

+0.02%

Max Drawdown (1Y)

Largest decline over 1 year

-83.13%

-67.42%

-15.71%

Max Drawdown (3Y)

Largest decline over 3 years

-96.48%

-88.56%

-7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-98.52%

-91.18%

-7.34%

Max Drawdown (10Y)

Largest decline over 10 years

-99.74%

Current Drawdown

Current decline from peak

-99.98%

-100.00%

+0.02%

Average Drawdown

Average peak-to-trough decline

-93.13%

-93.78%

+0.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

55.90%

45.29%

+10.61%

Volatility

HIBS vs. SRTY - Volatility Comparison

Direxion Daily S&P 500 High Beta Bear 3X Shares (HIBS) has a higher volatility of 21.89% compared to ProShares UltraPro Short Russell2000 (SRTY) at 16.76%. This indicates that HIBS's price experiences larger fluctuations and is considered to be riskier than SRTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HIBSSRTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.89%

16.76%

+5.13%

Volatility (6M)

Calculated over the trailing 6-month period

52.77%

40.76%

+12.01%

Volatility (1Y)

Calculated over the trailing 1-year period

67.61%

57.04%

+10.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

82.47%

67.42%

+15.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

94.83%

68.34%

+26.49%

HIBS vs. SRTY - Expense Ratio Comparison

HIBS has a 1.06% expense ratio, which is higher than SRTY's 0.95% expense ratio.


Dividends

HIBS vs. SRTY - Dividend Comparison

HIBS's dividend yield for the trailing twelve months is around 11.98%, more than SRTY's 9.55% yield.


PositionTTM202520242023202220212020201920182017
HIBS
Direxion Daily S&P 500 High Beta Bear 3X Shares
11.98%8.42%5.34%6.49%0.04%0.00%0.92%0.13%0.00%0.00%
SRTY
ProShares UltraPro Short Russell2000
9.55%6.87%9.40%4.93%0.17%0.00%0.95%2.13%0.70%0.04%

Frequently Asked Questions


HIBS and SRTY have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HIBS has higher volatility (21.89%) compared to SRTY (16.76%). In terms of maximum drawdown, HIBS dropped -99.98% vs SRTY's -100.00%.

On 5-year performance, SRTY leads with -31.49% vs -53.79% for HIBS. On fees, SRTY is cheaper at 0.95% per year. On volatility, SRTY has been the lower-risk option at 16.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SRTY has performed better with a -31.49% return vs -53.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SRTY is cheaper with a 0.95% expense ratio, compared with 1.06% for HIBS.

HIBS has the higher dividend yield at 11.98%, compared with 9.55% for SRTY.

HIBS is categorized as Inverse Equities, while SRTY is Leveraged Equities. HIBS tracks S&P 500® High Beta Index, while SRTY tracks Russell 2000 Index (-300%). They also come from different issuers: Direxion and ProShares. Their fees differ too: 1.06% for HIBS and 0.95% for SRTY.

SRTY currently has the higher Sharpe Ratio (-1.20 vs -1.24), 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

Find the right allocation for HIBS and SRTY

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