PLTU vs. ROBNX
PLTU (Direxion Daily PLTR Bull 2X Shares) and ROBNX (Robinson Tax Advantaged Income Fund) are both funds - PLTU is a Leveraged Equities fund actively managed by Direxion, while ROBNX is a Municipal Bonds fund managed by Liberty Street. Over the past year, PLTU returned -52.46% vs 10.90% for ROBNX. At a 0.22 correlation, their price movements are largely independent. PLTU charges 0.97%/yr vs 1.33%/yr for ROBNX.
Performance
PLTU vs. ROBNX - Performance Comparison
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Returns By Period
In the year-to-date period, PLTU achieves a -65.11% return, which is significantly lower than ROBNX's 4.32% return.
PLTU
- 1D
- -5.56%
- 1M
- -30.96%
- YTD
- -65.11%
- 6M
- -70.86%
- 1Y
- -52.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ROBNX
- 1D
- 0.11%
- 1M
- 2.00%
- YTD
- 4.32%
- 6M
- 5.04%
- 1Y
- 10.90%
- 3Y*
- 6.72%
- 5Y*
- 1.95%
- 10Y*
- 2.48%
PLTU vs. ROBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
PLTU Direxion Daily PLTR Bull 2X Shares | -65.11% | 223.17% | 14.77% |
ROBNX Robinson Tax Advantaged Income Fund | 4.32% | 2.89% | -3.19% |
Correlation
The correlation between PLTU and ROBNX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.22 |
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Return for Risk
PLTU vs. ROBNX — Risk / Return Rank
PLTU
ROBNX
PLTU vs. ROBNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily PLTR Bull 2X Shares (PLTU) and Robinson Tax Advantaged Income Fund (ROBNX). 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.
| PLTU | ROBNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.69 | ||
| Sortino ratioReturn per unit of downside risk | -3.81 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.46 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 2.24 | -2.93 |
| Martin ratioReturn relative to average drawdown | -1.24 | 10.70 | -11.94 |
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Drawdowns
PLTU vs. ROBNX - Drawdown Comparison
The maximum PLTU drawdown since its inception was -75.74%, which is greater than ROBNX's maximum drawdown of -27.51%. Use the drawdown chart below to compare losses from any high point for PLTU and ROBNX.
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Drawdown Indicators
| PLTU | ROBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.74% | -27.51% | -48.23% |
Max Drawdown (1Y)Largest decline over 1 year | -75.74% | -4.89% | -70.85% |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.51% | — |
Current DrawdownCurrent decline from peak | -75.74% | 0.00% | -75.74% |
Average DrawdownAverage peak-to-trough decline | -33.07% | -4.60% | -28.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.43% | 1.02% | +41.41% |
Volatility
PLTU vs. ROBNX - Volatility Comparison
Direxion Daily PLTR Bull 2X Shares (PLTU) has a higher volatility of 38.01% compared to Robinson Tax Advantaged Income Fund (ROBNX) at 1.39%. This indicates that PLTU's price experiences larger fluctuations and is considered to be riskier than ROBNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTU | ROBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 38.01% | 1.39% | +36.62% |
Volatility (6M)Calculated over the trailing 6-month period | 77.85% | 4.31% | +73.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 102.74% | 5.04% | +97.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 126.48% | 6.82% | +119.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 126.48% | 9.22% | +117.26% |
PLTU vs. ROBNX - Expense Ratio Comparison
PLTU has a 0.97% expense ratio, which is lower than ROBNX's 1.33% expense ratio.
Dividends
PLTU vs. ROBNX - Dividend Comparison
PLTU's dividend yield for the trailing twelve months is around 68.15%, more than ROBNX's 4.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTU Direxion Daily PLTR Bull 2X Shares | 68.15% | 23.29% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROBNX Robinson Tax Advantaged Income Fund | 4.11% | 3.66% | 4.13% | 2.01% | 3.52% | 7.91% | 3.13% | 3.24% | 4.26% | 5.15% | 5.22% | 4.72% |
Frequently Asked Questions
PLTU and ROBNX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTU has higher volatility (38.01%) compared to ROBNX (1.39%). In terms of maximum drawdown, PLTU dropped -75.74% vs ROBNX's -27.51%.
ROBNX currently has the higher Sharpe Ratio (2.18 vs -0.51), 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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