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MSTU vs. MSTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MSTU vs. MSTR

Last updated May 16, 2025

Compare and contrast key facts about T-Rex 2X Long MSTR Daily Target ETF (MSTU) and MicroStrategy Incorporated (MSTR).

MSTU is an actively managed fund by T-Rex. It was launched on Sep 18, 2024.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTU or MSTR.

Correlation

The correlation between MSTU and MSTR is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

MSTU vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T-Rex 2X Long MSTR Daily Target ETF (MSTU) and MicroStrategy Incorporated (MSTR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

MSTU:

208.90%

MSTR:

100.33%

Max Drawdown

MSTU:

-86.19%

MSTR:

-99.86%

Current Drawdown

MSTU:

-65.45%

MSTR:

-16.21%

Returns By Period

In the year-to-date period, MSTU achieves a 16.71% return, which is significantly lower than MSTR's 37.09% return.

MSTU

YTD

16.71%

1M

56.99%

6M

-29.55%

1Y

N/A

5Y*

N/A

10Y*

N/A

MSTR

YTD

37.09%

1M

27.78%

6M

21.17%

1Y

164.08%

5Y*

103.31%

10Y*

36.42%

*Annualized

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Risk-Adjusted Performance

MSTU vs. MSTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MSTU
MSTR
The Risk-Adjusted Performance Rank of MSTR is 9494
Overall Rank
The Sharpe Ratio Rank of MSTR is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 9494
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 9090
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9898
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MSTU vs. MSTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T-Rex 2X Long MSTR Daily Target ETF (MSTU) and MicroStrategy Incorporated (MSTR). 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.

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Dividends

MSTU vs. MSTR - Dividend Comparison

Neither MSTU nor MSTR has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

MSTU vs. MSTR - Drawdown Comparison

The maximum MSTU drawdown since its inception was -86.19%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MSTU and MSTR. For additional features, visit the drawdowns tool.

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Volatility

MSTU vs. MSTR - Volatility Comparison

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