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TLT5.L vs. TMF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLT5.L vs. TMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leverage Shares 5x Long 20+ Year Treasury Bond ETP Securities (TLT5.L) and Direxion Daily 20-Year Treasury Bull 3X (TMF). The values are adjusted to include any dividend payments, if applicable.

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TLT5.L vs. TMF - Yearly Performance Comparison


2026 (YTD)202520242023
TLT5.L
Leverage Shares 5x Long 20+ Year Treasury Bond ETP Securities
-10.87%-26.09%-59.61%21.31%
TMF
Direxion Daily 20-Year Treasury Bull 3X
-2.78%-2.94%-35.95%-17.98%

Returns By Period

In the year-to-date period, TLT5.L achieves a -10.87% return, which is significantly lower than TMF's -2.78% return.


TLT5.L

1D
-0.76%
1M
-21.21%
YTD
-10.87%
6M
-21.42%
1Y
-38.65%
3Y*
5Y*
10Y*

TMF

1D
-0.19%
1M
-13.14%
YTD
-2.78%
6M
-8.60%
1Y
-14.86%
3Y*
-23.40%
5Y*
-29.30%
10Y*
-15.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TLT5.L vs. TMF - Expense Ratio Comparison

TLT5.L has a 0.75% expense ratio, which is lower than TMF's 1.09% expense ratio.


Return for Risk

TLT5.L vs. TMF — Risk / Return Rank

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

TLT5.L
TLT5.L Risk / Return Rank: 22
Overall Rank
TLT5.L Sharpe Ratio Rank: 22
Sharpe Ratio Rank
TLT5.L Sortino Ratio Rank: 33
Sortino Ratio Rank
TLT5.L Omega Ratio Rank: 33
Omega Ratio Rank
TLT5.L Calmar Ratio Rank: 11
Calmar Ratio Rank
TLT5.L Martin Ratio Rank: 33
Martin Ratio Rank

TMF
TMF Risk / Return Rank: 55
Overall Rank
TMF Sharpe Ratio Rank: 55
Sharpe Ratio Rank
TMF Sortino Ratio Rank: 55
Sortino Ratio Rank
TMF Omega Ratio Rank: 55
Omega Ratio Rank
TMF Calmar Ratio Rank: 55
Calmar Ratio Rank
TMF Martin Ratio Rank: 77
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.

TLT5.L vs. TMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 5x Long 20+ Year Treasury Bond ETP Securities (TLT5.L) 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.


TLT5.LTMFDifference

Sharpe ratio

Return per unit of total volatility

-0.66

-0.44

-0.22

Sortino ratio

Return per unit of downside risk

-0.71

-0.41

-0.31

Omega ratio

Gain probability vs. loss probability

0.91

0.95

-0.04

Calmar ratio

Return relative to maximum drawdown

-0.85

-0.46

-0.39

Martin ratio

Return relative to average drawdown

-1.10

-0.74

-0.36

TLT5.L vs. TMF - Sharpe Ratio Comparison

The current TLT5.L Sharpe Ratio is -0.66, which is lower than the TMF Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of TLT5.L and TMF, 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


TLT5.LTMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.66

-0.44

-0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.37

-0.13

-0.24

Correlation

The correlation between TLT5.L and TMF is 0.76, 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

TLT5.L vs. TMF - Dividend Comparison

TLT5.L has not paid dividends to shareholders, while TMF's dividend yield for the trailing twelve months is around 4.01%.


TTM202520242023202220212020201920182017
TLT5.L
Leverage Shares 5x Long 20+ Year Treasury Bond ETP Securities
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TMF
Direxion Daily 20-Year Treasury Bull 3X
4.01%4.06%4.29%2.82%1.62%0.13%2.23%0.94%1.49%0.41%

Drawdowns

TLT5.L vs. TMF - Drawdown Comparison

The maximum TLT5.L drawdown since its inception was -84.31%, smaller than the maximum TMF drawdown of -92.61%. Use the drawdown chart below to compare losses from any high point for TLT5.L and TMF.


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Drawdown Indicators


TLT5.LTMFDifference

Max Drawdown

Largest peak-to-trough decline

-84.31%

-92.61%

+8.30%

Max Drawdown (1Y)

Largest decline over 1 year

-49.16%

-27.13%

-22.03%

Max Drawdown (5Y)

Largest decline over 5 years

-88.37%

Max Drawdown (10Y)

Largest decline over 10 years

-92.61%

Current Drawdown

Current decline from peak

-83.75%

-91.95%

+8.20%

Average Drawdown

Average peak-to-trough decline

-63.62%

-43.13%

-20.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

38.03%

16.93%

+21.10%

Volatility

TLT5.L vs. TMF - Volatility Comparison

Leverage Shares 5x Long 20+ Year Treasury Bond ETP Securities (TLT5.L) has a higher volatility of 17.12% compared to Direxion Daily 20-Year Treasury Bull 3X (TMF) at 10.85%. This indicates that TLT5.L's price experiences larger fluctuations and is considered to be riskier 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


TLT5.LTMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.12%

10.85%

+6.27%

Volatility (6M)

Calculated over the trailing 6-month period

32.39%

19.51%

+12.88%

Volatility (1Y)

Calculated over the trailing 1-year period

58.26%

33.89%

+24.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

88.12%

46.85%

+41.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

88.12%

44.00%

+44.12%