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NRGD vs. DRIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NRGD vs. DRIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) and Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NRGD achieves a -62.34% return, which is significantly lower than DRIP's -40.65% return.


NRGD

1D
-4.96%
1M
19.91%
YTD
-62.34%
6M
-63.34%
1Y
-69.06%
3Y*
5Y*
10Y*

DRIP

1D
-3.09%
1M
20.05%
YTD
-40.65%
6M
-41.35%
1Y
-37.54%
3Y*
-27.03%
5Y*
-38.96%
10Y*
-42.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NRGD vs. DRIP - Yearly Performance Comparison


Correlation

The correlation between NRGD and DRIP is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.92

Correlation (All Time)
Calculated using the full available price history since Feb 20, 2025

0.92

The correlation between NRGD and DRIP has been stable across timeframes, ranging from 0.92 to 0.92 - a consistent structural relationship.

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Return for Risk

NRGD vs. DRIP — Risk / Return Rank

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

NRGD
NRGD Risk / Return Rank: 11
Overall Rank
NRGD Sharpe Ratio Rank: 22
Sharpe Ratio Rank
NRGD Sortino Ratio Rank: 11
Sortino Ratio Rank
NRGD Omega Ratio Rank: 22
Omega Ratio Rank
NRGD Calmar Ratio Rank: 22
Calmar Ratio Rank
NRGD Martin Ratio Rank: 11
Martin Ratio Rank

DRIP
DRIP Risk / Return Rank: 44
Overall Rank
DRIP Sharpe Ratio Rank: 44
Sharpe Ratio Rank
DRIP Sortino Ratio Rank: 44
Sortino Ratio Rank
DRIP Omega Ratio Rank: 44
Omega Ratio Rank
DRIP Calmar Ratio Rank: 44
Calmar Ratio Rank
DRIP Martin Ratio Rank: 44
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.

NRGD vs. DRIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) and Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NRGDDRIPDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.81

Omega ratioGain probability vs. loss probability

0.83

0.92

-0.09

Calmar ratioReturn relative to maximum drawdown

-0.86

-0.61

-0.26

Martin ratioReturn relative to average drawdown

-1.39

-1.12

-0.27

NRGD vs. DRIP - Sharpe Ratio Comparison

The current NRGD Sharpe Ratio is -0.92, which is lower than the DRIP Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of NRGD and DRIP, 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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Drawdowns

NRGD vs. DRIP - Drawdown Comparison

The maximum NRGD drawdown since its inception was -89.64%, smaller than the maximum DRIP drawdown of -99.95%. Use the drawdown chart below to compare losses from any high point for NRGD and DRIP.


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Drawdown Indicators


NRGDDRIPDifference

Max Drawdown

Largest peak-to-trough decline

-89.64%

-99.95%

+10.31%

Max Drawdown (1Y)

Largest decline over 1 year

-80.03%

-62.18%

-17.85%

Max Drawdown (3Y)

Largest decline over 3 years

-76.02%

Max Drawdown (5Y)

Largest decline over 5 years

-96.24%

Max Drawdown (10Y)

Largest decline over 10 years

-99.92%

Current Drawdown

Current decline from peak

-86.17%

-99.93%

+13.76%

Average Drawdown

Average peak-to-trough decline

-59.74%

-90.46%

+30.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

49.71%

33.61%

+16.10%

Volatility

NRGD vs. DRIP - Volatility Comparison

MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) has a higher volatility of 24.94% compared to Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) at 18.24%. This indicates that NRGD's price experiences larger fluctuations and is considered to be riskier than DRIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NRGDDRIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

24.94%

18.24%

+6.70%

Volatility (6M)

Calculated over the trailing 6-month period

59.71%

43.95%

+15.76%

Volatility (1Y)

Calculated over the trailing 1-year period

75.46%

56.86%

+18.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

88.84%

68.37%

+20.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

88.84%

96.46%

-7.62%

NRGD vs. DRIP - Expense Ratio Comparison

NRGD has a 0.95% expense ratio, which is lower than DRIP's 1.07% expense ratio.


Dividends

NRGD vs. DRIP - Dividend Comparison

NRGD has not paid dividends to shareholders, while DRIP's dividend yield for the trailing twelve months is around 3.33%.


PositionTTM20252024202320222021202020192018
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
3.33%2.86%4.38%5.09%0.00%0.00%0.01%0.96%0.58%
NRGD
MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.92, NRGD and DRIP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

NRGD has higher volatility (24.94%) compared to DRIP (18.24%). In terms of maximum drawdown, NRGD dropped -89.64% vs DRIP's -99.95%.

On 1-year performance, DRIP leads with -37.54% vs -69.06% for NRGD. On fees, NRGD is cheaper at 0.95% per year. On volatility, DRIP has been the lower-risk option at 18.24%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DRIP has performed better with a -37.54% return vs -69.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NRGD is cheaper with a 0.95% expense ratio, compared with 1.07% for DRIP.

DRIP has the higher dividend yield at 3.33%, compared with 0.00% for NRGD.

NRGD tracks Solactive MicroSectors U.S. Big Oil Index (-300%), while DRIP tracks S&P Oil & Gas Exploration & Production Select Industry Index (-300%). They also come from different issuers: BMO and Direxion. Their fees differ too: 0.95% for NRGD and 1.07% for DRIP.

DRIP currently has the higher Sharpe Ratio (-0.66 vs -0.92), 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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