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PLTZ vs. MSTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PLTZ vs. MSTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance Daily Target 2X Short PLTR ETF (PLTZ) and Defiance Daily Target 2X Long MSTR ETF (MSTX). The values are adjusted to include any dividend payments, if applicable.

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PLTZ vs. MSTX - Yearly Performance Comparison


Returns By Period

In the year-to-date period, PLTZ achieves a 17.95% return, which is significantly higher than MSTX's -49.22% return.


PLTZ

1D
-12.66%
1M
-18.37%
YTD
17.95%
6M
2.09%
1Y
3Y*
5Y*
10Y*

MSTX

1D
5.68%
1M
-13.11%
YTD
-49.22%
6M
-90.86%
1Y
-92.42%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PLTZ vs. MSTX - Expense Ratio Comparison

Both PLTZ and MSTX have an expense ratio of 1.29%.


Return for Risk

PLTZ vs. MSTX — Risk / Return Rank

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

PLTZ

MSTX
MSTX Risk / Return Rank: 11
Overall Rank
MSTX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
MSTX Sortino Ratio Rank: 11
Sortino Ratio Rank
MSTX Omega Ratio Rank: 11
Omega Ratio Rank
MSTX Calmar Ratio Rank: 00
Calmar Ratio Rank
MSTX Martin Ratio Rank: 22
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.

PLTZ vs. MSTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance Daily Target 2X Short PLTR ETF (PLTZ) and Defiance Daily Target 2X Long MSTR ETF (MSTX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PLTZ vs. MSTX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PLTZMSTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.67

-0.42

-0.24

Correlation

The correlation between PLTZ and MSTX is -0.39. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

PLTZ vs. MSTX - Dividend Comparison

Neither PLTZ nor MSTX has paid dividends to shareholders.


Drawdowns

PLTZ vs. MSTX - Drawdown Comparison

The maximum PLTZ drawdown since its inception was -69.95%, smaller than the maximum MSTX drawdown of -98.66%. Use the drawdown chart below to compare losses from any high point for PLTZ and MSTX.


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Drawdown Indicators


PLTZMSTXDifference

Max Drawdown

Largest peak-to-trough decline

-69.95%

-98.66%

+28.71%

Max Drawdown (1Y)

Largest decline over 1 year

-96.62%

Current Drawdown

Current decline from peak

-58.00%

-98.44%

+40.44%

Average Drawdown

Average peak-to-trough decline

-50.80%

-66.95%

+16.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

64.85%

Volatility

PLTZ vs. MSTX - Volatility Comparison


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Volatility by Period


PLTZMSTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

37.25%

Volatility (6M)

Calculated over the trailing 6-month period

111.13%

Volatility (1Y)

Calculated over the trailing 1-year period

99.11%

147.32%

-48.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

99.11%

169.73%

-70.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

99.11%

169.73%

-70.62%