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QQQD vs. SH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QQQD vs. SH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Magnificent 7 Bear 1X Shares (QQQD) and ProShares Short S&P500 (SH). The values are adjusted to include any dividend payments, if applicable.

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QQQD vs. SH - Yearly Performance Comparison


2026 (YTD)20252024
QQQD
Direxion Daily Magnificent 7 Bear 1X Shares
14.23%-20.32%-27.69%
SH
ProShares Short S&P500
5.77%-11.35%-7.62%

Returns By Period

In the year-to-date period, QQQD achieves a 14.23% return, which is significantly higher than SH's 5.77% return.


QQQD

1D
-4.53%
1M
5.87%
YTD
14.23%
6M
11.20%
1Y
-23.26%
3Y*
5Y*
10Y*

SH

1D
-2.82%
1M
5.57%
YTD
5.77%
6M
4.49%
1Y
-11.46%
3Y*
-9.86%
5Y*
-7.57%
10Y*
-11.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QQQD vs. SH - Expense Ratio Comparison

QQQD has a 0.57% expense ratio, which is lower than SH's 0.90% expense ratio.


Return for Risk

QQQD vs. SH — Risk / Return Rank

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

QQQD
QQQD Risk / Return Rank: 33
Overall Rank
QQQD Sharpe Ratio Rank: 11
Sharpe Ratio Rank
QQQD Sortino Ratio Rank: 22
Sortino Ratio Rank
QQQD Omega Ratio Rank: 11
Omega Ratio Rank
QQQD Calmar Ratio Rank: 33
Calmar Ratio Rank
QQQD Martin Ratio Rank: 77
Martin Ratio Rank

SH
SH Risk / Return Rank: 44
Overall Rank
SH Sharpe Ratio Rank: 33
Sharpe Ratio Rank
SH Sortino Ratio Rank: 33
Sortino Ratio Rank
SH Omega Ratio Rank: 22
Omega Ratio Rank
SH Calmar Ratio Rank: 55
Calmar Ratio Rank
SH Martin Ratio Rank: 88
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.

QQQD vs. SH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Magnificent 7 Bear 1X Shares (QQQD) and ProShares Short S&P500 (SH). 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.


QQQDSHDifference

Sharpe ratio

Return per unit of total volatility

-0.82

-0.63

-0.19

Sortino ratio

Return per unit of downside risk

-1.02

-0.79

-0.23

Omega ratio

Gain probability vs. loss probability

0.86

0.89

-0.03

Calmar ratio

Return relative to maximum drawdown

-0.54

-0.45

-0.09

Martin ratio

Return relative to average drawdown

-0.68

-0.55

-0.14

QQQD vs. SH - Sharpe Ratio Comparison

The current QQQD Sharpe Ratio is -0.82, which is comparable to the SH Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of QQQD and SH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


QQQDSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.82

-0.63

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.68

-0.56

-0.11

Correlation

The correlation between QQQD and SH is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

QQQD vs. SH - Dividend Comparison

QQQD's dividend yield for the trailing twelve months is around 3.46%, less than SH's 3.92% yield.


TTM202520242023202220212020201920182017
QQQD
Direxion Daily Magnificent 7 Bear 1X Shares
3.46%4.33%5.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SH
ProShares Short S&P500
3.92%4.49%6.20%5.37%1.08%0.00%0.16%1.76%1.01%0.06%

Drawdowns

QQQD vs. SH - Drawdown Comparison

The maximum QQQD drawdown since its inception was -47.84%, smaller than the maximum SH drawdown of -94.26%. Use the drawdown chart below to compare losses from any high point for QQQD and SH.


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Drawdown Indicators


QQQDSHDifference

Max Drawdown

Largest peak-to-trough decline

-47.84%

-94.26%

+46.42%

Max Drawdown (1Y)

Largest decline over 1 year

-42.27%

-26.61%

-15.66%

Max Drawdown (5Y)

Largest decline over 5 years

-40.35%

Max Drawdown (10Y)

Largest decline over 10 years

-74.31%

Current Drawdown

Current decline from peak

-38.24%

-93.82%

+55.58%

Average Drawdown

Average peak-to-trough decline

-29.01%

-67.49%

+38.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.41%

21.81%

+11.60%

Volatility

QQQD vs. SH - Volatility Comparison

Direxion Daily Magnificent 7 Bear 1X Shares (QQQD) has a higher volatility of 8.58% compared to ProShares Short S&P500 (SH) at 5.30%. This indicates that QQQD's price experiences larger fluctuations and is considered to be riskier than SH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QQQDSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.58%

5.30%

+3.28%

Volatility (6M)

Calculated over the trailing 6-month period

15.43%

9.43%

+6.00%

Volatility (1Y)

Calculated over the trailing 1-year period

28.47%

18.17%

+10.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.33%

16.87%

+10.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.33%

17.99%

+9.34%