PortfoliosLab logoPortfoliosLab logo
MFTFX vs. SPXL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MFTFX vs. SPXL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arrow Managed Futures Stragegy Fund (MFTFX) and Direxion Daily S&P 500 Bull 3X Shares (SPXL). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

MFTFX vs. SPXL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MFTFX
Arrow Managed Futures Stragegy Fund
5.39%9.29%6.87%-13.57%57.88%2.13%-4.13%15.17%-19.70%19.09%
SPXL
Direxion Daily S&P 500 Bull 3X Shares
-15.99%31.94%63.61%69.49%-56.55%98.75%9.64%102.80%-25.11%71.03%

Returns By Period

In the year-to-date period, MFTFX achieves a 5.39% return, which is significantly higher than SPXL's -15.99% return. Over the past 10 years, MFTFX has underperformed SPXL with an annualized return of 5.15%, while SPXL has yielded a comparatively higher 25.32% annualized return.


MFTFX

1D
0.47%
1M
-6.93%
YTD
5.39%
6M
14.77%
1Y
21.93%
3Y*
6.88%
5Y*
10.71%
10Y*
5.15%

SPXL

1D
8.63%
1M
-15.66%
YTD
-15.99%
6M
-12.47%
1Y
32.76%
3Y*
37.47%
5Y*
16.98%
10Y*
25.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MFTFX vs. SPXL - Expense Ratio Comparison

MFTFX has a 1.54% expense ratio, which is higher than SPXL's 1.02% expense ratio.


Return for Risk

MFTFX vs. SPXL — Risk / Return Rank

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

MFTFX
MFTFX Risk / Return Rank: 4242
Overall Rank
MFTFX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
MFTFX Sortino Ratio Rank: 4242
Sortino Ratio Rank
MFTFX Omega Ratio Rank: 3636
Omega Ratio Rank
MFTFX Calmar Ratio Rank: 6161
Calmar Ratio Rank
MFTFX Martin Ratio Rank: 2727
Martin Ratio Rank

SPXL
SPXL Risk / Return Rank: 4545
Overall Rank
SPXL Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
SPXL Sortino Ratio Rank: 4646
Sortino Ratio Rank
SPXL Omega Ratio Rank: 5050
Omega Ratio Rank
SPXL Calmar Ratio Rank: 4646
Calmar Ratio Rank
SPXL Martin Ratio Rank: 4848
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.

MFTFX vs. SPXL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arrow Managed Futures Stragegy Fund (MFTFX) and Direxion Daily S&P 500 Bull 3X Shares (SPXL). 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.


MFTFXSPXLDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.61

+0.29

Sortino ratio

Return per unit of downside risk

1.27

1.18

+0.09

Omega ratio

Gain probability vs. loss probability

1.17

1.18

-0.01

Calmar ratio

Return relative to maximum drawdown

1.40

1.05

+0.35

Martin ratio

Return relative to average drawdown

2.86

4.21

-1.35

MFTFX vs. SPXL - Sharpe Ratio Comparison

The current MFTFX Sharpe Ratio is 0.89, which is higher than the SPXL Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of MFTFX and SPXL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


MFTFXSPXLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.61

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.34

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

0.48

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.47

-0.33

Correlation

The correlation between MFTFX and SPXL is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MFTFX vs. SPXL - Dividend Comparison

MFTFX has not paid dividends to shareholders, while SPXL's dividend yield for the trailing twelve months is around 0.80%.


TTM20252024202320222021202020192018201720162015
MFTFX
Arrow Managed Futures Stragegy Fund
0.00%0.00%0.00%11.75%41.04%2.30%0.00%20.00%7.84%2.12%9.36%1.21%
SPXL
Direxion Daily S&P 500 Bull 3X Shares
0.80%0.69%0.74%0.98%0.32%0.11%0.22%0.84%1.02%3.88%0.00%0.00%

Drawdowns

MFTFX vs. SPXL - Drawdown Comparison

The maximum MFTFX drawdown since its inception was -35.70%, smaller than the maximum SPXL drawdown of -76.86%. Use the drawdown chart below to compare losses from any high point for MFTFX and SPXL.


Loading graphics...

Drawdown Indicators


MFTFXSPXLDifference

Max Drawdown

Largest peak-to-trough decline

-35.70%

-76.86%

+41.16%

Max Drawdown (1Y)

Largest decline over 1 year

-10.94%

-33.42%

+22.48%

Max Drawdown (5Y)

Largest decline over 5 years

-32.57%

-63.80%

+31.23%

Max Drawdown (10Y)

Largest decline over 10 years

-35.70%

-76.86%

+41.16%

Current Drawdown

Current decline from peak

-8.12%

-20.45%

+12.33%

Average Drawdown

Average peak-to-trough decline

-17.15%

-15.85%

-1.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.42%

8.34%

-1.92%

Volatility

MFTFX vs. SPXL - Volatility Comparison

The current volatility for Arrow Managed Futures Stragegy Fund (MFTFX) is 4.96%, while Direxion Daily S&P 500 Bull 3X Shares (SPXL) has a volatility of 15.89%. This indicates that MFTFX experiences smaller price fluctuations and is considered to be less risky than SPXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


MFTFXSPXLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.96%

15.89%

-10.93%

Volatility (6M)

Calculated over the trailing 6-month period

15.24%

28.45%

-13.21%

Volatility (1Y)

Calculated over the trailing 1-year period

21.16%

54.30%

-33.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.09%

50.27%

-28.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.13%

53.37%

-31.24%