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INDL vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INDL vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily India Bull 3x Shares (INDL) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INDL achieves a -23.37% return, which is significantly lower than SGOV's 1.61% return.


INDL

1D
2.23%
1M
0.60%
YTD
-23.37%
6M
-20.84%
1Y
-28.42%
3Y*
-0.01%
5Y*
-2.48%
10Y*
0.22%

SGOV

1D
0.02%
1M
0.30%
YTD
1.61%
6M
1.78%
1Y
3.95%
3Y*
4.71%
5Y*
3.56%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INDL vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
INDL
Direxion Daily India Bull 3x Shares
-23.37%-3.21%7.56%26.06%-22.88%40.26%169.15%
SGOV
iShares 0-3 Month Treasury Bond ETF
1.61%4.24%5.27%5.12%1.58%0.04%0.04%

Correlation

The correlation between INDL and SGOV is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.11

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

-0.04

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

-0.02

Correlation (All Time)
Calculated using the full available price history since May 28, 2020

-0.05

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Return for Risk

INDL vs. SGOV — 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: 22
Sharpe Ratio Rank
INDL Sortino Ratio Rank: 22
Sortino Ratio Rank
INDL Omega Ratio Rank: 22
Omega Ratio Rank
INDL Calmar Ratio Rank: 33
Calmar Ratio Rank
INDL Martin Ratio Rank: 11
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
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. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily India Bull 3x Shares (INDL) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


INDLSGOVDifference
Sharpe ratioReturn per unit of total volatility

-21.24

Sortino ratioReturn per unit of downside risk

-277.05

Omega ratioGain probability vs. loss probability

0.85

195.55

-194.70

Calmar ratioReturn relative to maximum drawdown

-0.75

398.20

-398.95

Martin ratioReturn relative to average drawdown

-1.55

4,461.98

-4,463.53

INDL vs. SGOV - Sharpe Ratio Comparison

The current INDL Sharpe Ratio is -0.96, which is lower than the SGOV Sharpe Ratio of 20.28. The chart below compares the historical Sharpe Ratios of INDL and SGOV, 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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Drawdowns

INDL vs. SGOV - Drawdown Comparison

The maximum INDL drawdown since its inception was -95.67%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for INDL and SGOV.


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Drawdown Indicators


INDLSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-95.67%

-0.03%

-95.64%

Max Drawdown (1Y)

Largest decline over 1 year

-37.82%

-0.01%

-37.81%

Max Drawdown (3Y)

Largest decline over 3 years

-47.64%

-0.01%

-47.63%

Max Drawdown (5Y)

Largest decline over 5 years

-47.64%

-0.03%

-47.61%

Max Drawdown (10Y)

Largest decline over 10 years

-91.96%

Current Drawdown

Current decline from peak

-78.43%

0.00%

-78.43%

Average Drawdown

Average peak-to-trough decline

-66.36%

-0.00%

-66.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.35%

0.00%

+18.35%

Volatility

INDL vs. SGOV - Volatility Comparison

Direxion Daily India Bull 3x Shares (INDL) has a higher volatility of 8.12% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that INDL's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INDLSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.12%

0.05%

+8.07%

Volatility (6M)

Calculated over the trailing 6-month period

25.59%

0.13%

+25.46%

Volatility (1Y)

Calculated over the trailing 1-year period

29.71%

0.20%

+29.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.62%

0.24%

+30.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.69%

0.24%

+52.45%

INDL vs. SGOV - Expense Ratio Comparison

INDL has a 1.33% expense ratio, which is higher than SGOV's 0.09% expense ratio.


Dividends

INDL vs. SGOV - Dividend Comparison

INDL's dividend yield for the trailing twelve months is around 1.64%, less than SGOV's 3.85% yield.


PositionTTM202520242023202220212020201920182017
INDL
Direxion Daily India Bull 3x Shares
1.64%1.42%2.79%1.65%0.09%2.35%0.00%0.68%0.18%0.31%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.85%4.10%5.10%4.87%1.45%0.03%0.05%0.00%0.00%0.00%

Frequently Asked Questions


INDL and SGOV have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INDL has higher volatility (8.12%) compared to SGOV (0.05%). In terms of maximum drawdown, INDL dropped -95.67% vs SGOV's -0.03%.

On 5-year performance, SGOV leads with 3.56% vs -2.48% for INDL. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV has been the lower-risk option at 0.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SGOV has performed better with a 3.56% return vs -2.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV is cheaper with a 0.09% expense ratio, compared with 1.33% for INDL.

SGOV has the higher dividend yield at 3.85%, compared with 1.64% for INDL.

INDL is categorized as Leveraged Equities, while SGOV is Ultrashort Bond. INDL tracks Indus India Index (300%), while SGOV tracks ICE 0-3 Month US Treasury Securities Index. They also come from different issuers: Direxion and iShares. Their fees differ too: 1.33% for INDL and 0.09% for SGOV.

SGOV currently has the higher Sharpe Ratio (20.28 vs -0.96), 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 INDL and SGOV

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