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TYO vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between TYO and ^GSPC is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

TYO vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily 7-10 Year Treasury Bear 3X (TYO) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
-71.53%
599.31%
TYO
^GSPC

Key characteristics

Sharpe Ratio

TYO:

0.56

^GSPC:

2.34

Sortino Ratio

TYO:

0.96

^GSPC:

3.15

Omega Ratio

TYO:

1.11

^GSPC:

1.43

Calmar Ratio

TYO:

0.14

^GSPC:

3.37

Martin Ratio

TYO:

1.25

^GSPC:

14.93

Ulcer Index

TYO:

9.31%

^GSPC:

1.91%

Daily Std Dev

TYO:

20.63%

^GSPC:

12.20%

Max Drawdown

TYO:

-89.25%

^GSPC:

-56.78%

Current Drawdown

TYO:

-77.98%

^GSPC:

-0.64%

Returns By Period

In the year-to-date period, TYO achieves a 14.54% return, which is significantly lower than ^GSPC's 26.86% return. Over the past 10 years, TYO has underperformed ^GSPC with an annualized return of -1.80%, while ^GSPC has yielded a comparatively higher 11.40% annualized return.


TYO

YTD

14.54%

1M

-1.24%

6M

5.21%

1Y

14.17%

5Y (annualized)

7.31%

10Y (annualized)

-1.80%

^GSPC

YTD

26.86%

1M

3.07%

6M

11.41%

1Y

28.22%

5Y (annualized)

13.69%

10Y (annualized)

11.40%

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Risk-Adjusted Performance

TYO vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily 7-10 Year Treasury Bear 3X (TYO) and S&P 500 (^GSPC). 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 TYO, currently valued at 0.56, compared to the broader market0.002.004.000.562.34
The chart of Sortino ratio for TYO, currently valued at 0.96, compared to the broader market-2.000.002.004.006.008.0010.0012.000.963.15
The chart of Omega ratio for TYO, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.001.111.43
The chart of Calmar ratio for TYO, currently valued at 0.14, compared to the broader market0.005.0010.0015.000.143.37
The chart of Martin ratio for TYO, currently valued at 1.25, compared to the broader market0.0020.0040.0060.0080.00100.001.2514.93
TYO
^GSPC

The current TYO Sharpe Ratio is 0.56, which is lower than the ^GSPC Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of TYO and ^GSPC, 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.56
2.34
TYO
^GSPC

Drawdowns

TYO vs. ^GSPC - Drawdown Comparison

The maximum TYO drawdown since its inception was -89.25%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for TYO and ^GSPC. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-77.98%
-0.64%
TYO
^GSPC

Volatility

TYO vs. ^GSPC - Volatility Comparison

Direxion Daily 7-10 Year Treasury Bear 3X (TYO) has a higher volatility of 4.76% compared to S&P 500 (^GSPC) at 2.43%. This indicates that TYO's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
4.76%
2.43%
TYO
^GSPC
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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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