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MUD vs. SOXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MUD vs. SOXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily MU Bear 1X Shares (MUD) and Direxion Daily Semiconductor Bear 3x Shares (SOXS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MUD achieves a -79.58% return, which is significantly higher than SOXS's -92.10% return.


MUD

1D
-1.42%
1M
-51.85%
YTD
-79.58%
6M
-83.74%
1Y
-93.62%
3Y*
5Y*
10Y*

SOXS

1D
-5.03%
1M
-62.97%
YTD
-92.10%
6M
-91.70%
1Y
-97.75%
3Y*
-86.64%
5Y*
-79.66%
10Y*
-78.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MUD vs. SOXS - Yearly Performance Comparison


2026 (YTD)20252024
MUD
Direxion Daily MU Bear 1X Shares
-79.58%-78.75%19.12%
SOXS
Direxion Daily Semiconductor Bear 3x Shares
-92.10%-85.53%17.36%

Correlation

The correlation between MUD and SOXS is 0.68, 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

0.68

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2024

0.74

The correlation between MUD and SOXS has been stable across timeframes, ranging from 0.68 to 0.74 - a consistent structural relationship.

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Return for Risk

MUD vs. SOXS — Risk / Return Rank

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

MUD
MUD Risk / Return Rank: 00
Overall Rank
MUD Sharpe Ratio Rank: 00
Sharpe Ratio Rank
MUD Sortino Ratio Rank: 00
Sortino Ratio Rank
MUD Omega Ratio Rank: 00
Omega Ratio Rank
MUD Calmar Ratio Rank: 00
Calmar Ratio Rank
MUD Martin Ratio Rank: 11
Martin Ratio Rank

SOXS
SOXS Risk / Return Rank: 11
Overall Rank
SOXS Sharpe Ratio Rank: 11
Sharpe Ratio Rank
SOXS Sortino Ratio Rank: 00
Sortino Ratio Rank
SOXS Omega Ratio Rank: 00
Omega Ratio Rank
SOXS Calmar Ratio Rank: 00
Calmar Ratio Rank
SOXS Martin Ratio Rank: 11
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.

MUD vs. SOXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily MU Bear 1X Shares (MUD) and Direxion Daily Semiconductor Bear 3x Shares (SOXS). 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.


MUDSOXSDifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

0.53

0.58

-0.06

Calmar ratioReturn relative to maximum drawdown

-1.00

-1.00

0.00

Martin ratioReturn relative to average drawdown

-1.52

-1.44

-0.08

MUD vs. SOXS - Sharpe Ratio Comparison

The current MUD Sharpe Ratio is -1.42, which is lower than the SOXS Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of MUD and SOXS, 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


MUDSOXSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.42

-0.96

-0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.25

-0.79

-0.46

Drawdowns

MUD vs. SOXS - Drawdown Comparison

The maximum MUD drawdown since its inception was -96.24%, roughly equal to the maximum SOXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for MUD and SOXS.


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Drawdown Indicators


MUDSOXSDifference

Max Drawdown

Largest peak-to-trough decline

-96.24%

-100.00%

+3.76%

Max Drawdown (1Y)

Largest decline over 1 year

-93.56%

-97.68%

+4.12%

Max Drawdown (3Y)

Largest decline over 3 years

-99.80%

Max Drawdown (5Y)

Largest decline over 5 years

-99.97%

Max Drawdown (10Y)

Largest decline over 10 years

-100.00%

Current Drawdown

Current decline from peak

-96.24%

-100.00%

+3.76%

Average Drawdown

Average peak-to-trough decline

-50.32%

-92.60%

+42.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

61.84%

68.64%

-6.80%

Volatility

MUD vs. SOXS - Volatility Comparison

The current volatility for Direxion Daily MU Bear 1X Shares (MUD) is 31.94%, while Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a volatility of 44.22%. This indicates that MUD experiences smaller price fluctuations and is considered to be less risky than SOXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MUDSOXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

31.94%

44.22%

-12.28%

Volatility (6M)

Calculated over the trailing 6-month period

56.32%

83.94%

-27.62%

Volatility (1Y)

Calculated over the trailing 1-year period

65.98%

102.18%

-36.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

67.05%

108.21%

-41.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.05%

100.48%

-33.43%

MUD vs. SOXS - Expense Ratio Comparison

MUD has a 0.97% expense ratio, which is lower than SOXS's 1.08% expense ratio.


Dividends

MUD vs. SOXS - Dividend Comparison

MUD's dividend yield for the trailing twelve months is around 28.85%, less than SOXS's 68.34% yield.


PositionTTM20252024202320222021202020192018
MUD
Direxion Daily MU Bear 1X Shares
28.85%9.21%0.47%0.00%0.00%0.00%0.00%0.00%0.00%
SOXS
Direxion Daily Semiconductor Bear 3x Shares
68.34%10.79%5.45%9.22%0.19%0.00%3.58%2.30%0.76%

Frequently Asked Questions


MUD and SOXS have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXS has higher volatility (44.22%) compared to MUD (31.94%). In terms of maximum drawdown, MUD dropped -96.24% vs SOXS's -100.00%.

On 1-year performance, MUD leads with -93.62% vs -97.75% for SOXS. On fees, MUD is cheaper at 0.97% per year. On volatility, MUD has been the lower-risk option at 31.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MUD has performed better with a -93.62% return vs -97.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MUD is cheaper with a 0.97% expense ratio, compared with 1.08% for SOXS.

SOXS has the higher dividend yield at 68.34%, compared with 28.85% for MUD.

MUD is categorized as Inverse Equities, while SOXS is Leveraged Equities. Their fees differ too: 0.97% for MUD and 1.08% for SOXS.

SOXS currently has the higher Sharpe Ratio (-0.96 vs -1.42), 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.

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