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MST vs. ASST
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MST vs. ASST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance Leveraged Long Income MSTR ETF (MST) and Asset Entities Inc. Class B Common Stock (ASST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MST achieves a -46.90% return, which is significantly lower than ASST's -0.14% return.


MST

1D
-14.62%
1M
-51.85%
YTD
-46.90%
6M
-62.90%
1Y
-92.85%
3Y*
5Y*
10Y*

ASST

1D
-8.56%
1M
-9.87%
YTD
-0.14%
6M
-29.81%
1Y
-89.47%
3Y*
-47.18%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MST vs. ASST - Yearly Performance Comparison


Correlation

The correlation between MST and ASST is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.50

Correlation (All Time)
Calculated using the full available price history since May 5, 2025

0.48

The correlation between MST and ASST has been stable across timeframes, ranging from 0.48 to 0.50 - a consistent structural relationship.

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Return for Risk

MST vs. ASST — Risk / Return Rank

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

MST
MST Risk / Return Rank: 11
Overall Rank
MST Sharpe Ratio Rank: 33
Sharpe Ratio Rank
MST Sortino Ratio Rank: 11
Sortino Ratio Rank
MST Omega Ratio Rank: 11
Omega Ratio Rank
MST Calmar Ratio Rank: 11
Calmar Ratio Rank
MST Martin Ratio Rank: 33
Martin Ratio Rank

ASST
ASST Risk / Return Rank: 1313
Overall Rank
ASST Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
ASST Sortino Ratio Rank: 1212
Sortino Ratio Rank
ASST Omega Ratio Rank: 1414
Omega Ratio Rank
ASST Calmar Ratio Rank: 44
Calmar Ratio Rank
ASST Martin Ratio Rank: 1616
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.

MST vs. ASST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance Leveraged Long Income MSTR ETF (MST) and Asset Entities Inc. Class B Common Stock (ASST). 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.


MSTASSTDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

0.78

0.90

-0.12

Calmar ratioReturn relative to maximum drawdown

-0.98

-0.93

-0.05

Martin ratioReturn relative to average drawdown

-1.28

-1.15

-0.13

MST vs. ASST - Sharpe Ratio Comparison

The current MST Sharpe Ratio is -0.74, which is lower than the ASST Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of MST and ASST, 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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Sharpe Ratios by Period


MSTASSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.74

-0.54

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.74

-0.19

-0.55

Drawdowns

MST vs. ASST - Drawdown Comparison

The maximum MST drawdown since its inception was -94.99%, roughly equal to the maximum ASST drawdown of -97.98%. Use the drawdown chart below to compare losses from any high point for MST and ASST.


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Drawdown Indicators


MSTASSTDifference

Max Drawdown

Largest peak-to-trough decline

-94.99%

-97.98%

+2.99%

Max Drawdown (1Y)

Largest decline over 1 year

-94.99%

-95.98%

+0.99%

Max Drawdown (3Y)

Largest decline over 3 years

-97.25%

Current Drawdown

Current decline from peak

-94.34%

-95.85%

+1.51%

Average Drawdown

Average peak-to-trough decline

-62.22%

-84.09%

+21.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

72.32%

77.76%

-5.44%

Volatility

MST vs. ASST - Volatility Comparison

Defiance Leveraged Long Income MSTR ETF (MST) has a higher volatility of 35.73% compared to Asset Entities Inc. Class B Common Stock (ASST) at 23.94%. This indicates that MST's price experiences larger fluctuations and is considered to be riskier than ASST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSTASSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

35.73%

23.94%

+11.79%

Volatility (6M)

Calculated over the trailing 6-month period

101.54%

81.76%

+19.78%

Volatility (1Y)

Calculated over the trailing 1-year period

126.60%

165.43%

-38.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

123.87%

323.23%

-199.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

123.87%

323.23%

-199.36%

Dividends

MST vs. ASST - Dividend Comparison

MST's dividend yield for the trailing twelve months is around 891.75%, while ASST has not paid dividends to shareholders.


Frequently Asked Questions


MST and ASST have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MST has higher volatility (35.73%) compared to ASST (23.94%). In terms of maximum drawdown, MST dropped -94.99% vs ASST's -97.98%.

ASST currently has the higher Sharpe Ratio (-0.54 vs -0.74), 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

Find the right allocation for MST and ASST

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