HTGC vs. MUU
HTGC (Hercules Capital, Inc.) is a stock, while MUU (Direxion Daily MU Bull 2X Shares) is Leveraged Equities fund tracking the Micron Technology, Inc. (200% Daily). Over the past year, HTGC returned -6.34% vs 2796.55% for MUU. At a 0.10 correlation, their price movements are largely independent.
Performance
HTGC vs. MUU - Performance Comparison
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Returns By Period
In the year-to-date period, HTGC achieves a -10.43% return, which is significantly lower than MUU's 575.80% return.
HTGC
- 1D
- -0.56%
- 1M
- 2.71%
- 6M
- -9.71%
- YTD
- -10.43%
- 1Y
- -6.34%
- 3Y*
- 10.93%
- 5Y*
- 10.00%
- 10Y*
- 13.46%
MUU
- 1D
- -9.01%
- 1M
- -18.36%
- 6M
- 372.65%
- YTD
- 575.80%
- 1Y
- 2,796.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTGC vs. MUU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
HTGC Hercules Capital, Inc. | -10.43% | 3.54% | 2.38% |
MUU Direxion Daily MU Bull 2X Shares | 575.80% | 599.03% | -40.91% |
Correlation
The correlation between HTGC and MUU is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Oct 10, 2024 | 0.10 |
The correlation between HTGC and MUU shifts across timeframes, from -0.01 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HTGC vs. MUU — Risk / Return Rank
HTGC
MUU
HTGC vs. MUU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and Direxion Daily MU Bull 2X Shares (MUU). 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.
| HTGC | MUU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -24.22 | ||
| Sortino ratioReturn per unit of downside risk | -5.83 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.69 | -0.72 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 66.09 | -66.35 |
| Martin ratioReturn relative to average drawdown | -0.55 | 221.31 | -221.86 |
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Drawdowns
HTGC vs. MUU - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.21%, smaller than the maximum MUU drawdown of -75.07%. Use the drawdown chart below to compare losses from any high point for HTGC and MUU.
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Drawdown Indicators
| HTGC | MUU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.21% | -75.07% | +6.86% |
Max Drawdown (1Y)Largest decline over 1 year | -24.74% | -52.72% | +27.98% |
Max Drawdown (3Y)Largest decline over 3 years | -27.97% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -57.54% | — | — |
Current DrawdownCurrent decline from peak | -15.31% | -36.32% | +21.01% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -23.43% | +12.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.55% | 16.57% | -5.02% |
Volatility
HTGC vs. MUU - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 4.97%, while Direxion Daily MU Bull 2X Shares (MUU) has a volatility of 67.81%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than MUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTGC | MUU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 67.81% | -62.84% |
Volatility (6M)Calculated over the trailing 6-month period | 20.23% | 116.35% | -96.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.56% | 145.78% | -122.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.82% | 138.10% | -112.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.88% | 138.10% | -110.22% |
Dividends
HTGC vs. MUU - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 11.37%, more than MUU's 0.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 11.37% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
MUU Direxion Daily MU Bull 2X Shares | 0.70% | 4.27% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTGC and MUU have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MUU has higher volatility (67.81%) compared to HTGC (4.97%). In terms of maximum drawdown, HTGC dropped -68.21% vs MUU's -75.07%.
MUU currently has the higher Sharpe Ratio (23.95 vs -0.27), 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.
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