ROBNX vs. PLTU
ROBNX (Robinson Tax Advantaged Income Fund) and PLTU (Direxion Daily PLTR Bull 2X ETF) are both funds - ROBNX is a Municipal Bonds fund managed by Liberty Street, while PLTU is a Leveraged Equities fund actively managed by Direxion. Over the past year, ROBNX returned 10.70% vs -42.39% for PLTU. At a 0.23 correlation, their price movements are largely independent. ROBNX charges 1.33%/yr vs 0.86%/yr for PLTU.
Performance
ROBNX vs. PLTU - Performance Comparison
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Returns By Period
In the year-to-date period, ROBNX achieves a 5.38% return, which is significantly higher than PLTU's -57.34% return.
ROBNX
- 1D
- -0.11%
- 1M
- 1.52%
- 6M
- 4.18%
- YTD
- 5.38%
- 1Y
- 10.70%
- 3Y*
- 6.61%
- 5Y*
- 1.99%
- 10Y*
- 2.55%
PLTU
- 1D
- 5.10%
- 1M
- -0.37%
- 6M
- -57.71%
- YTD
- -57.34%
- 1Y
- -42.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ROBNX vs. PLTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ROBNX Robinson Tax Advantaged Income Fund | 5.38% | 2.89% | -3.19% |
PLTU Direxion Daily PLTR Bull 2X ETF | -57.34% | 223.17% | 14.77% |
Correlation
The correlation between ROBNX and PLTU is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.23 |
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Return for Risk
ROBNX vs. PLTU — Risk / Return Rank
ROBNX
PLTU
ROBNX vs. PLTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Robinson Tax Advantaged Income Fund (ROBNX) and Direxion Daily PLTR Bull 2X ETF (PLTU). 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.
| ROBNX | PLTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.57 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.00 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | -0.54 | +2.76 |
| Martin ratioReturn relative to average drawdown | 10.82 | -0.93 | +11.75 |
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Drawdowns
ROBNX vs. PLTU - Drawdown Comparison
The maximum ROBNX drawdown since its inception was -27.51%, smaller than the maximum PLTU drawdown of -79.43%. Use the drawdown chart below to compare losses from any high point for ROBNX and PLTU.
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Drawdown Indicators
| ROBNX | PLTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.51% | -79.43% | +51.92% |
Max Drawdown (1Y)Largest decline over 1 year | -4.89% | -79.43% | +74.54% |
Max Drawdown (3Y)Largest decline over 3 years | -10.21% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -27.51% | — | — |
Current DrawdownCurrent decline from peak | -0.33% | -70.34% | +70.01% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -34.38% | +29.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 45.48% | -44.48% |
Volatility
ROBNX vs. PLTU - Volatility Comparison
The current volatility for Robinson Tax Advantaged Income Fund (ROBNX) is 1.19%, while Direxion Daily PLTR Bull 2X ETF (PLTU) has a volatility of 32.91%. This indicates that ROBNX experiences smaller price fluctuations and is considered to be less risky than PLTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROBNX | PLTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 32.91% | -31.72% |
Volatility (6M)Calculated over the trailing 6-month period | 4.31% | 79.51% | -75.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.04% | 103.12% | -98.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.83% | 125.99% | -119.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.21% | 125.99% | -116.78% |
ROBNX vs. PLTU - Expense Ratio Comparison
ROBNX has a 1.33% expense ratio, which is higher than PLTU's 0.86% expense ratio.
Dividends
ROBNX vs. PLTU - Dividend Comparison
ROBNX's dividend yield for the trailing twelve months is around 4.07%, less than PLTU's 55.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTU Direxion Daily PLTR Bull 2X ETF | 55.89% | 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 | 4.07% | 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
ROBNX and PLTU have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTU has higher volatility (32.91%) compared to ROBNX (1.19%). In terms of maximum drawdown, ROBNX dropped -27.51% vs PLTU's -79.43%.
ROBNX currently has the higher Sharpe Ratio (2.16 vs -0.41), 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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