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SPDN vs. TMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPDN vs. TMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P 500 Bear 1x Shares (SPDN) and Direxion Daily 20-Year Treasury Bull 3X (TMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPDN achieves a -7.81% return, which is significantly lower than TMF's -6.13% return.


SPDN

1D
0.58%
1M
-4.42%
YTD
-7.81%
6M
-7.36%
1Y
-16.94%
3Y*
-12.80%
5Y*
-8.88%
10Y*

TMF

1D
-1.14%
1M
1.22%
YTD
-6.13%
6M
-11.63%
1Y
0.90%
3Y*
-20.78%
5Y*
-30.52%
10Y*
-16.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPDN vs. TMF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPDN
Direxion Daily S&P 500 Bear 1x Shares
-7.81%-11.09%-12.88%-15.04%18.63%-23.72%-24.56%-21.94%5.41%-17.16%
TMF
Direxion Daily 20-Year Treasury Bull 3X
-6.13%-2.94%-35.95%-13.01%-72.60%-19.80%39.02%34.75%-11.01%22.72%

Correlation

The correlation between SPDN and TMF is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.18

Correlation (3Y)
Calculated over the trailing 3-year period

-0.18

Correlation (5Y)
Calculated over the trailing 5-year period

-0.07

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2016

0.09

The correlation between SPDN and TMF shifts across timeframes, from -0.18 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SPDN vs. TMF — Risk / Return Rank

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

SPDN
SPDN Risk / Return Rank: 11
Overall Rank
SPDN Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SPDN Sortino Ratio Rank: 11
Sortino Ratio Rank
SPDN Omega Ratio Rank: 11
Omega Ratio Rank
SPDN Calmar Ratio Rank: 11
Calmar Ratio Rank
SPDN Martin Ratio Rank: 00
Martin Ratio Rank

TMF
TMF Risk / Return Rank: 99
Overall Rank
TMF Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TMF Sortino Ratio Rank: 99
Sortino Ratio Rank
TMF Omega Ratio Rank: 99
Omega Ratio Rank
TMF Calmar Ratio Rank: 99
Calmar Ratio Rank
TMF Martin Ratio Rank: 99
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.

SPDN vs. TMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 Bear 1x Shares (SPDN) and Direxion Daily 20-Year Treasury Bull 3X (TMF). 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.


SPDNTMFDifference

Sharpe ratio

Return per unit of total volatility

-1.41

0.03

-1.44

Sortino ratio

Return per unit of downside risk

-2.02

0.25

-2.27

Omega ratio

Gain probability vs. loss probability

0.78

1.03

-0.25

Calmar ratio

Return relative to maximum drawdown

-0.95

0.03

-0.98

Martin ratio

Return relative to average drawdown

-1.74

0.08

-1.81

SPDN vs. TMF - Sharpe Ratio Comparison

The current SPDN Sharpe Ratio is -1.41, which is lower than the TMF Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of SPDN and TMF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPDNTMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.41

0.03

-1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.53

-0.66

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.70

-0.14

-0.56

Drawdowns

SPDN vs. TMF - Drawdown Comparison

The maximum SPDN drawdown since its inception was -75.31%, smaller than the maximum TMF drawdown of -92.89%. Use the drawdown chart below to compare losses from any high point for SPDN and TMF.


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Drawdown Indicators


SPDNTMFDifference

Max Drawdown

Largest peak-to-trough decline

-75.31%

-92.89%

+17.58%

Max Drawdown (1Y)

Largest decline over 1 year

-17.95%

-26.51%

+8.56%

Max Drawdown (3Y)

Largest decline over 3 years

-38.24%

-56.31%

+18.07%

Max Drawdown (5Y)

Largest decline over 5 years

-43.85%

-88.81%

+44.96%

Max Drawdown (10Y)

Largest decline over 10 years

-92.89%

Current Drawdown

Current decline from peak

-75.17%

-92.23%

+17.06%

Average Drawdown

Average peak-to-trough decline

-48.54%

-43.63%

-4.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.78%

11.49%

-1.71%

Volatility

SPDN vs. TMF - Volatility Comparison

The current volatility for Direxion Daily S&P 500 Bear 1x Shares (SPDN) is 2.78%, while Direxion Daily 20-Year Treasury Bull 3X (TMF) has a volatility of 8.09%. This indicates that SPDN experiences smaller price fluctuations and is considered to be less risky than TMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPDNTMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

8.09%

-5.31%

Volatility (6M)

Calculated over the trailing 6-month period

9.08%

19.01%

-9.93%

Volatility (1Y)

Calculated over the trailing 1-year period

12.10%

28.76%

-16.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.86%

46.75%

-29.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

43.92%

-25.88%

SPDN vs. TMF - Expense Ratio Comparison

SPDN has a 0.50% expense ratio, which is lower than TMF's 1.09% expense ratio.


Dividends

SPDN vs. TMF - Dividend Comparison

SPDN's dividend yield for the trailing twelve months is around 4.09%, less than TMF's 4.15% yield.


PositionTTM202520242023202220212020201920182017
SPDN
Direxion Daily S&P 500 Bear 1x Shares
4.09%4.06%5.32%5.84%0.96%0.00%0.10%1.89%1.24%0.42%
TMF
Direxion Daily 20-Year Treasury Bull 3X
4.15%4.06%4.29%2.82%1.62%0.13%2.23%0.94%1.49%0.41%

Frequently Asked Questions


SPDN and TMF have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TMF has higher volatility (8.09%) compared to SPDN (2.78%). In terms of maximum drawdown, SPDN dropped -75.31% vs TMF's -92.89%.

On 5-year performance, SPDN leads with -8.88% vs -30.52% for TMF. On fees, SPDN is cheaper at 0.50% per year. On volatility, SPDN has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SPDN has performed better with a -8.88% return vs -30.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPDN is cheaper with a 0.50% expense ratio, compared with 1.09% for TMF.

TMF has the higher dividend yield at 4.15%, compared with 4.09% for SPDN.

SPDN is categorized as Inverse Equities, while TMF is Leveraged Bonds. SPDN tracks S&P 500 Index, while TMF tracks NYSE 20 Year Plus Treasury Bond Index (300%). Their fees differ too: 0.50% for SPDN and 1.09% for TMF.

TMF currently has the higher Sharpe Ratio (0.03 vs -1.41), 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.

Portfolio Optimizer

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