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INDL vs. ALMRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

INDL vs. ALMRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily India Bull 3x Shares (INDL) and Alger MidCap Growth Institutional Fund (ALMRX). The values are adjusted to include any dividend payments, if applicable.

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INDL vs. ALMRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INDL
Direxion Daily India Bull 3x Shares
-26.77%-3.21%7.56%26.06%-22.88%40.26%-36.43%3.15%-34.29%127.98%
ALMRX
Alger MidCap Growth Institutional Fund
-11.69%17.01%20.02%22.68%-35.28%6.17%64.25%29.79%-7.77%28.75%

Returns By Period

In the year-to-date period, INDL achieves a -26.77% return, which is significantly lower than ALMRX's -11.69% return. Over the past 10 years, INDL has underperformed ALMRX with an annualized return of -0.48%, while ALMRX has yielded a comparatively higher 10.96% annualized return.


INDL

1D
6.13%
1M
-20.83%
YTD
-26.77%
6M
-22.61%
1Y
-24.28%
3Y*
3.37%
5Y*
-0.98%
10Y*
-0.48%

ALMRX

1D
-1.10%
1M
-11.81%
YTD
-11.69%
6M
-13.78%
1Y
14.51%
3Y*
11.66%
5Y*
0.39%
10Y*
10.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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INDL vs. ALMRX - Expense Ratio Comparison

INDL has a 1.33% expense ratio, which is lower than ALMRX's 1.44% expense ratio.


Return for Risk

INDL vs. ALMRX — Risk / Return Rank

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

INDL
INDL Risk / Return Rank: 22
Overall Rank
INDL Sharpe Ratio Rank: 11
Sharpe Ratio Rank
INDL Sortino Ratio Rank: 22
Sortino Ratio Rank
INDL Omega Ratio Rank: 22
Omega Ratio Rank
INDL Calmar Ratio Rank: 22
Calmar Ratio Rank
INDL Martin Ratio Rank: 11
Martin Ratio Rank

ALMRX
ALMRX Risk / Return Rank: 2323
Overall Rank
ALMRX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ALMRX Sortino Ratio Rank: 2424
Sortino Ratio Rank
ALMRX Omega Ratio Rank: 2121
Omega Ratio Rank
ALMRX Calmar Ratio Rank: 2424
Calmar Ratio Rank
ALMRX Martin Ratio Rank: 2323
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.

INDL vs. ALMRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily India Bull 3x Shares (INDL) and Alger MidCap Growth Institutional Fund (ALMRX). 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.


INDLALMRXDifference

Sharpe ratio

Return per unit of total volatility

-0.79

0.57

-1.36

Sortino ratio

Return per unit of downside risk

-1.03

0.96

-1.99

Omega ratio

Gain probability vs. loss probability

0.88

1.13

-0.25

Calmar ratio

Return relative to maximum drawdown

-0.63

0.71

-1.34

Martin ratio

Return relative to average drawdown

-1.86

2.45

-4.31

INDL vs. ALMRX - Sharpe Ratio Comparison

The current INDL Sharpe Ratio is -0.79, which is lower than the ALMRX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of INDL and ALMRX, 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


INDLALMRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.79

0.57

-1.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.01

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

0.29

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.12

0.17

-0.29

Correlation

The correlation between INDL and ALMRX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

INDL vs. ALMRX - Dividend Comparison

INDL's dividend yield for the trailing twelve months is around 1.72%, while ALMRX has not paid dividends to shareholders.


TTM202520242023202220212020201920182017
INDL
Direxion Daily India Bull 3x Shares
1.72%1.42%2.79%1.65%0.09%2.35%0.00%0.68%0.18%0.31%
ALMRX
Alger MidCap Growth Institutional Fund
0.00%0.00%0.00%0.00%0.00%77.91%12.19%8.56%7.91%0.00%

Drawdowns

INDL vs. ALMRX - Drawdown Comparison

The maximum INDL drawdown since its inception was -95.67%, which is greater than ALMRX's maximum drawdown of -73.80%. Use the drawdown chart below to compare losses from any high point for INDL and ALMRX.


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Drawdown Indicators


INDLALMRXDifference

Max Drawdown

Largest peak-to-trough decline

-95.67%

-73.80%

-21.87%

Max Drawdown (1Y)

Largest decline over 1 year

-37.82%

-16.06%

-21.76%

Max Drawdown (5Y)

Largest decline over 5 years

-47.64%

-64.01%

+16.37%

Max Drawdown (10Y)

Largest decline over 10 years

-91.96%

-64.01%

-27.95%

Current Drawdown

Current decline from peak

-79.39%

-42.96%

-36.43%

Average Drawdown

Average peak-to-trough decline

-66.23%

-22.14%

-44.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.77%

4.65%

+8.12%

Volatility

INDL vs. ALMRX - Volatility Comparison

Direxion Daily India Bull 3x Shares (INDL) has a higher volatility of 14.09% compared to Alger MidCap Growth Institutional Fund (ALMRX) at 6.40%. This indicates that INDL's price experiences larger fluctuations and is considered to be riskier than ALMRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INDLALMRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.09%

6.40%

+7.69%

Volatility (6M)

Calculated over the trailing 6-month period

22.06%

14.46%

+7.60%

Volatility (1Y)

Calculated over the trailing 1-year period

30.96%

24.21%

+6.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.55%

48.57%

-18.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.02%

37.71%

+15.31%