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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAGSX or SPUU.
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.
Performance
MAGSX vs. SPUU - Performance Comparison
Key characteristics
MAGSX:
0.93
SPUU:
1.79
MAGSX:
1.27
SPUU:
2.30
MAGSX:
1.17
SPUU:
1.31
MAGSX:
0.75
SPUU:
2.73
MAGSX:
4.16
SPUU:
10.70
MAGSX:
2.02%
SPUU:
4.29%
MAGSX:
9.07%
SPUU:
25.62%
MAGSX:
-56.42%
SPUU:
-59.35%
MAGSX:
-3.59%
SPUU:
-1.56%
Returns By Period
In the year-to-date period, MAGSX achieves a 2.56% return, which is significantly lower than SPUU's 5.84% return. Over the past 10 years, MAGSX has underperformed SPUU with an annualized return of 1.38%, while SPUU has yielded a comparatively higher 21.72% annualized return.
MAGSX
2.56%
-0.44%
1.87%
7.99%
1.47%
1.38%
SPUU
5.84%
2.70%
20.90%
43.76%
21.31%
21.72%
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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.
Risk-Adjusted Performance
MAGSX vs. SPUU — Risk-Adjusted Performance Rank
MAGSX
SPUU
MAGSX vs. SPUU - Risk-Adjusted Performance 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.
Dividends
MAGSX vs. SPUU - Dividend Comparison
MAGSX's dividend yield for the trailing twelve months is around 1.97%, more than SPUU's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | 1.97% | 2.02% | 1.89% | 1.26% | 2.89% | 0.77% | 1.33% | 1.37% | 1.22% | 1.15% | 0.95% | 1.68% |
SPUU Direxion Daily S&P 500 Bull 2x Shares | 0.52% | 0.55% | 0.83% | 0.88% | 3.04% | 8.03% | 1.80% | 5.50% | 6.96% | 8.08% | 1.26% | 0.00% |
Drawdowns
MAGSX vs. SPUU - Drawdown Comparison
The maximum MAGSX drawdown since its inception was -56.42%, roughly equal to the maximum SPUU drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for MAGSX and SPUU. For additional features, visit the drawdowns tool.
Volatility
MAGSX vs. SPUU - Volatility Comparison
The current volatility for Madison Aggressive Allocation Fund (MAGSX) is 3.90%, while Direxion Daily S&P 500 Bull 2x Shares (SPUU) has a volatility of 8.66%. 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.