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JETD vs. FNX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JETD vs. FNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MAX Airlines -3X Inverse Leveraged ETN (JETD) and First Trust Mid Cap Core AlphaDEX Fund (FNX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JETD achieves a -48.55% return, which is significantly lower than FNX's 13.19% return.


JETD

1D
5.74%
1M
-9.70%
6M
-38.94%
YTD
-48.55%
1Y
-66.95%
3Y*
-51.54%
5Y*
10Y*

FNX

1D
-0.47%
1M
-0.98%
6M
7.34%
YTD
13.19%
1Y
21.92%
3Y*
14.35%
5Y*
9.11%
10Y*
11.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JETD vs. FNX - Yearly Performance Comparison


2026 (YTD)202520242023
JETD
MAX Airlines -3X Inverse Leveraged ETN
-48.55%-59.89%-51.72%-1.53%
FNX
First Trust Mid Cap Core AlphaDEX Fund
13.19%9.87%12.21%12.89%

Correlation

The correlation between JETD and FNX is -0.75, 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

-0.75

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

-0.73

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2023

-0.73

The correlation between JETD and FNX has been stable across timeframes, ranging from -0.75 to -0.73 - a consistent structural relationship.

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Return for Risk

JETD vs. FNX — Risk / Return Rank

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

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

FNX
FNX Risk / Return Rank: 5353
Overall Rank
FNX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
FNX Sortino Ratio Rank: 5252
Sortino Ratio Rank
FNX Omega Ratio Rank: 4646
Omega Ratio Rank
FNX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FNX Martin Ratio Rank: 5959
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.

JETD vs. FNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MAX Airlines -3X Inverse Leveraged ETN (JETD) and First Trust Mid Cap Core AlphaDEX Fund (FNX). 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.


JETDFNXDifference
Sharpe ratioReturn per unit of total volatility

-2.25

Sortino ratioReturn per unit of downside risk

-3.44

Omega ratioGain probability vs. loss probability

0.83

1.24

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.89

2.38

-3.27

Martin ratioReturn relative to average drawdown

-1.51

8.12

-9.64

JETD vs. FNX - Sharpe Ratio Comparison

The current JETD Sharpe Ratio is -0.89, which is lower than the FNX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of JETD and FNX, 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

JETD vs. FNX - Drawdown Comparison

The maximum JETD drawdown since its inception was -95.39%, which is greater than FNX's maximum drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for JETD and FNX.


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Drawdown Indicators


JETDFNXDifference

Max Drawdown

Largest peak-to-trough decline

-95.39%

-57.11%

-38.28%

Max Drawdown (1Y)

Largest decline over 1 year

-75.34%

-9.24%

-66.10%

Max Drawdown (3Y)

Largest decline over 3 years

-95.39%

-24.97%

-70.42%

Max Drawdown (5Y)

Largest decline over 5 years

-24.97%

Max Drawdown (10Y)

Largest decline over 10 years

-43.95%

Current Drawdown

Current decline from peak

-94.65%

-2.98%

-91.67%

Average Drawdown

Average peak-to-trough decline

-62.40%

-8.36%

-54.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

44.25%

2.70%

+41.55%

Volatility

JETD vs. FNX - Volatility Comparison

MAX Airlines -3X Inverse Leveraged ETN (JETD) has a higher volatility of 27.04% compared to First Trust Mid Cap Core AlphaDEX Fund (FNX) at 4.08%. This indicates that JETD's price experiences larger fluctuations and is considered to be riskier than FNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JETDFNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

27.04%

4.08%

+22.96%

Volatility (6M)

Calculated over the trailing 6-month period

65.09%

11.54%

+53.55%

Volatility (1Y)

Calculated over the trailing 1-year period

75.17%

16.32%

+58.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

71.45%

20.48%

+50.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.45%

21.90%

+49.55%

JETD vs. FNX - Expense Ratio Comparison

JETD has a 0.95% expense ratio, which is higher than FNX's 0.60% expense ratio.


Dividends

JETD vs. FNX - Dividend Comparison

JETD has not paid dividends to shareholders, while FNX's dividend yield for the trailing twelve months is around 0.82%.


PositionTTM20252024202320222021202020192018201720162015
FNX
First Trust Mid Cap Core AlphaDEX Fund
0.82%0.88%1.26%1.11%1.19%0.94%1.04%1.21%1.01%0.90%1.07%1.07%
JETD
MAX Airlines -3X Inverse Leveraged ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


JETD and FNX have a correlation of -0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JETD has higher volatility (27.04%) compared to FNX (4.08%). In terms of maximum drawdown, JETD dropped -95.39% vs FNX's -57.11%.

On 3-year performance, FNX leads with 14.35% vs -51.54% for JETD. On fees, FNX is cheaper at 0.60% per year. On volatility, FNX has been the lower-risk option at 4.08%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FNX has performed better with a 14.35% return vs -51.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FNX is cheaper with a 0.60% expense ratio, compared with 0.95% for JETD.

FNX has the higher dividend yield at 0.82%, compared with 0.00% for JETD.

JETD is categorized as Inverse Equities, while FNX is Mid Cap Blend Equities. JETD tracks Prime Airlines Index - Benchmark TR Net (--300%), while FNX tracks NASDAQ AlphaDEX Mid Cap Core Index. They also come from different issuers: Max and First Trust. Their fees differ too: 0.95% for JETD and 0.60% for FNX.

FNX currently has the higher Sharpe Ratio (1.35 vs -0.89), 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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