PLTU vs. ROBNX

Last updated Aug 2, 2026

PLTU (Direxion Daily PLTR Bull 2X ETF) 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 -56.62% vs 9.41% for ROBNX. Their 0.24 correlation means their historical movements had little consistent relationship. PLTU charges 0.86%/yr vs 1.33%/yr for ROBNX.

Performance

PLTU vs. ROBNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily PLTR Bull 2X ETF (PLTU) and Robinson Tax Advantaged Income Fund (ROBNX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PLTU achieves a -62.59% return, which is significantly lower than ROBNX's 3.15% return.

PLTU

• 1D: 1.16%
• 1M: -11.64%
• 6M: -43.71%
• YTD: -62.59%
• 1Y: -56.62%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 22.19%

ROBNX

• 1D: 0.11%
• 1M: -2.44%
• 6M: 0.90%
• YTD: 3.15%
• 1Y: 9.41%
• 3Y*: 5.45%
• 5Y*: 1.61%
• 10Y*: 2.30%
• ALL TIME*: 3.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PLTU Direxion Daily PLTR Bull 2X ETF	$55.12M	$78.27M	$113.09M
ROBNX Robinson Tax Advantaged Income Fund	$0.00	$0.00	$0.00

PLTU vs. ROBNX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
PLTU Direxion Daily PLTR Bull 2X ETF	-62.59%	223.17%	14.77%
ROBNX Robinson Tax Advantaged Income Fund	3.15%	2.89%	-3.19%

Correlation

The correlation between PLTU and ROBNX is 0.19, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.19
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024	0.24

Return for Risk

PLTU vs. ROBNX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PLTU

PLTU Risk / Return Rank: 4
PLTU Sharpe Ratio Rank: 5
PLTU Sortino Ratio Rank: 6
PLTU Omega Ratio Rank: 6
PLTU Calmar Ratio Rank: 3
PLTU Martin Ratio Rank: 3

ROBNX

ROBNX Risk / Return Rank: 79
ROBNX Sharpe Ratio Rank: 83
ROBNX Sortino Ratio Rank: 87
ROBNX Omega Ratio Rank: 84
ROBNX Calmar Ratio Rank: 60
ROBNX Martin Ratio Rank: 80

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PLTU vs. ROBNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily PLTR Bull 2X ETF (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 ratio: Return per unit of total volatility	-0.57	1.98	-2.54
Sortino ratio: Return per unit of downside risk	-0.44	3.16	-3.60
Omega ratio: Gain probability vs. loss probability	0.95	1.41	-0.46
Calmar ratio: Return relative to maximum drawdown	-0.74	2.07	-2.81
Martin ratio: Return relative to average drawdown	-1.22	9.81	-11.02

PLTU vs. ROBNX - Sharpe Ratio Comparison

The current PLTU Sharpe Ratio is -0.57, which is lower than the ROBNX Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of PLTU and ROBNX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PLTU vs. ROBNX - Drawdown Comparison

The maximum PLTU drawdown since its inception was -79.43%, 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.

Drawdown Indicators

	PLTU	ROBNX	Difference
Max Drawdown Largest peak-to-trough decline	-79.43%	-27.51%	-51.92%
Max Drawdown (1Y) Largest decline over 1 year	-79.43%	-4.89%	-74.54%
Max Drawdown (3Y) Largest decline over 3 years	—	-9.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-27.51%	—
Current Drawdown Current decline from peak	-73.99%	-2.76%	-71.23%
Average Drawdown Average peak-to-trough decline	-35.65%	-4.57%	-31.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	48.49%	1.03%	+47.46%

Volatility

PLTU vs. ROBNX - Volatility Comparison

Direxion Daily PLTR Bull 2X ETF (PLTU) has a higher volatility of 27.34% compared to Robinson Tax Advantaged Income Fund (ROBNX) at 1.55%. 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.

Volatility by Period

	PLTU	ROBNX	Difference
Volatility (1M) Calculated over the trailing 1-month period	27.34%	1.55%	+25.79%
Volatility (6M) Calculated over the trailing 6-month period	81.50%	4.38%	+77.12%
Volatility (1Y) Calculated over the trailing 1-year period	104.48%	5.12%	+99.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	125.24%	6.85%	+118.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	125.24%	9.17%	+116.07%

PLTU vs. ROBNX - Expense Ratio Comparison

PLTU has a 0.86% 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 63.72%, more than ROBNX's 3.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PLTU Direxion Daily PLTR Bull 2X ETF	63.72%	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	3.72%	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

Can I hold both PLTU and ROBNX in my portfolio?

PLTU and ROBNX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PLTU or ROBNX?

PLTU has higher volatility (27.34%) compared to ROBNX (1.55%). In terms of maximum drawdown, PLTU dropped -79.43% vs ROBNX's -27.51%.

Which has better risk-adjusted returns?

ROBNX currently has the higher Sharpe Ratio (1.98 vs -0.56), 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.