LULU vs. SOXL

In the year-to-date period, LULU achieves a -17.19% return, which is significantly higher than SOXL's -40.61% return. Over the past 10 years, LULU has underperformed SOXL with an annualized return of 18.14%, while SOXL has yielded a comparatively higher 20.80% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Lululemon Athletica Inc. (LULU) and Direxion Daily Semiconductor Bull 3x Shares (SOXL). 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.

The current LULU Sharpe Ratio is 0.10, which is higher than the SOXL Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of LULU and SOXL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LULU has not paid dividends to shareholders, while SOXL's dividend yield for the trailing twelve months is around 2.17%.

The maximum LULU drawdown since its inception was -92.26%, roughly equal to the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for LULU and SOXL.

The current volatility for Lululemon Athletica Inc. (LULU) is 11.73%, while Direxion Daily Semiconductor Bull 3x Shares (SOXL) has a volatility of 28.11%. This indicates that LULU experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.