MAGSX vs. SPUU
Compare and contrast key facts about Madison Aggressive Allocation Fund (MAGSX) and Direxion Daily S&P 500 Bull 2x Shares (SPUU).
MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006. SPUU is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index (200%). It was launched on May 28, 2014.
Performance
MAGSX vs. SPUU - Performance Comparison
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MAGSX vs. SPUU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | -3.24% | 12.48% | 6.46% | 12.32% | -15.38% | 9.50% | 9.65% | 19.21% | -6.59% | 18.04% |
SPUU Direxion Daily S&P 500 Bull 2x Shares | -10.01% | 26.55% | 44.25% | 47.28% | -38.72% | 61.27% | 21.85% | 66.84% | -14.59% | 44.33% |
Returns By Period
In the year-to-date period, MAGSX achieves a -3.24% return, which is significantly higher than SPUU's -10.01% return. Over the past 10 years, MAGSX has underperformed SPUU with an annualized return of 6.31%, while SPUU has yielded a comparatively higher 21.67% annualized return.
MAGSX
- 1D
- -0.26%
- 1M
- -8.20%
- YTD
- -3.24%
- 6M
- -0.86%
- 1Y
- 9.31%
- 3Y*
- 7.71%
- 5Y*
- 3.38%
- 10Y*
- 6.31%
SPUU
- 1D
- 5.86%
- 1M
- -10.17%
- YTD
- -10.01%
- 6M
- -6.87%
- 1Y
- 27.13%
- 3Y*
- 28.85%
- 5Y*
- 15.86%
- 10Y*
- 21.67%
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MAGSX vs. SPUU - Expense Ratio Comparison
MAGSX has a 0.71% expense ratio, which is higher than SPUU's 0.64% expense ratio.
Return for Risk
MAGSX vs. SPUU — Risk / Return Rank
MAGSX
SPUU
MAGSX vs. SPUU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Aggressive Allocation Fund (MAGSX) and Direxion Daily S&P 500 Bull 2x Shares (SPUU). 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.
| MAGSX | SPUU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.75 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.26 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.24 | -0.43 |
Martin ratioReturn relative to average drawdown | 3.48 | 5.35 | -1.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MAGSX | SPUU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.75 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.48 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.61 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.56 | -0.24 |
Correlation
The correlation between MAGSX and SPUU is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MAGSX vs. SPUU - Dividend Comparison
MAGSX's dividend yield for the trailing twelve months is around 6.38%, more than SPUU's 1.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | 6.38% | 6.17% | 2.02% | 1.89% | 1.26% | 9.97% | 8.66% | 5.42% | 10.79% | 5.89% | 3.82% | 9.57% |
SPUU Direxion Daily S&P 500 Bull 2x Shares | 1.78% | 1.63% | 0.55% | 0.83% | 0.88% | 3.04% | 8.03% | 1.80% | 5.50% | 6.96% | 8.08% | 4.42% |
Drawdowns
MAGSX vs. SPUU - Drawdown Comparison
The maximum MAGSX drawdown since its inception was -56.06%, smaller than the maximum SPUU drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for MAGSX and SPUU.
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Drawdown Indicators
| MAGSX | SPUU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.06% | -59.35% | +3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -23.10% | +12.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -46.59% | +25.46% |
Max Drawdown (10Y)Largest decline over 10 years | -23.20% | -59.35% | +36.15% |
Current DrawdownCurrent decline from peak | -8.63% | -13.39% | +4.76% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -9.62% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 5.35% | -3.00% |
Volatility
MAGSX vs. SPUU - Volatility Comparison
The current volatility for Madison Aggressive Allocation Fund (MAGSX) is 4.33%, while Direxion Daily S&P 500 Bull 2x Shares (SPUU) has a volatility of 10.70%. This indicates that MAGSX experiences smaller price fluctuations and is considered to be less risky than SPUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAGSX | SPUU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 10.70% | -6.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.81% | 19.17% | -11.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.99% | 36.23% | -22.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.02% | 33.47% | -21.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.99% | 35.73% | -22.74% |