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TMF vs. ^TNX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between TMF and ^TNX is -0.89. 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.


-0.50.00.51.0-0.9

Performance

TMF vs. ^TNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily 20-Year Treasury Bull 3X (TMF) and Treasury Yield 10 Years (^TNX). The values are adjusted to include any dividend payments, if applicable.

-60.00%-40.00%-20.00%0.00%20.00%40.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
-61.62%
59.86%
TMF
^TNX

Key characteristics

Sharpe Ratio

TMF:

-0.84

^TNX:

0.75

Sortino Ratio

TMF:

-1.09

^TNX:

1.25

Omega Ratio

TMF:

0.88

^TNX:

1.14

Calmar Ratio

TMF:

-0.38

^TNX:

0.30

Martin Ratio

TMF:

-1.51

^TNX:

1.62

Ulcer Index

TMF:

23.22%

^TNX:

10.31%

Daily Std Dev

TMF:

42.09%

^TNX:

22.26%

Max Drawdown

TMF:

-92.18%

^TNX:

-93.78%

Current Drawdown

TMF:

-91.30%

^TNX:

-43.61%

Returns By Period

In the year-to-date period, TMF achieves a -33.50% return, which is significantly lower than ^TNX's 17.02% return. Over the past 10 years, TMF has underperformed ^TNX with an annualized return of -13.89%, while ^TNX has yielded a comparatively higher 7.22% annualized return.


TMF

YTD

-33.50%

1M

-5.81%

6M

-18.91%

1Y

-32.79%

5Y*

-29.92%

10Y*

-13.89%

^TNX

YTD

17.02%

1M

2.68%

6M

6.27%

1Y

16.18%

5Y*

18.78%

10Y*

7.22%

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Risk-Adjusted Performance

TMF vs. ^TNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily 20-Year Treasury Bull 3X (TMF) and Treasury Yield 10 Years (^TNX). 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.


Sharpe ratio
The chart of Sharpe ratio for TMF, currently valued at -0.84, compared to the broader market0.002.004.00-0.840.75
The chart of Sortino ratio for TMF, currently valued at -1.09, compared to the broader market-2.000.002.004.006.008.0010.00-1.091.25
The chart of Omega ratio for TMF, currently valued at 0.88, compared to the broader market0.501.001.502.002.503.000.881.14
The chart of Calmar ratio for TMF, currently valued at -0.38, compared to the broader market0.005.0010.0015.00-0.380.61
The chart of Martin ratio for TMF, currently valued at -1.51, compared to the broader market0.0020.0040.0060.0080.00100.00-1.511.62
TMF
^TNX

The current TMF Sharpe Ratio is -0.84, which is lower than the ^TNX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of TMF and ^TNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50JulyAugustSeptemberOctoberNovemberDecember
-0.84
0.75
TMF
^TNX

Drawdowns

TMF vs. ^TNX - Drawdown Comparison

The maximum TMF drawdown since its inception was -92.18%, roughly equal to the maximum ^TNX drawdown of -93.78%. Use the drawdown chart below to compare losses from any high point for TMF and ^TNX. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-91.30%
-9.30%
TMF
^TNX

Volatility

TMF vs. ^TNX - Volatility Comparison

Direxion Daily 20-Year Treasury Bull 3X (TMF) has a higher volatility of 12.86% compared to Treasury Yield 10 Years (^TNX) at 6.15%. This indicates that TMF's price experiences larger fluctuations and is considered to be riskier than ^TNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
12.86%
6.15%
TMF
^TNX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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