UBOT vs. APLD
Compare and contrast key facts about Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) and Applied Digital Corporation (APLD).
UBOT is a passively managed fund by Direxion that tracks the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index (300%). It was launched on Apr 19, 2018.
Performance
UBOT vs. APLD - Performance Comparison
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UBOT vs. APLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | -18.74% | 13.42% | 12.02% | 72.59% | -72.45% | 9.78% | 80.13% | 87.34% | -71.27% |
APLD Applied Digital Corporation | -3.18% | 220.94% | 13.35% | 266.30% | -92.68% | 11,789.90% | 389.44% | -34.55% | 205.56% |
Returns By Period
In the year-to-date period, UBOT achieves a -18.74% return, which is significantly lower than APLD's -3.18% return.
UBOT
- 1D
- 7.63%
- 1M
- -28.67%
- YTD
- -18.74%
- 6M
- -16.73%
- 1Y
- 19.96%
- 3Y*
- 6.00%
- 5Y*
- -12.21%
- 10Y*
- —
APLD
- 1D
- 15.55%
- 1M
- -12.94%
- YTD
- -3.18%
- 6M
- 3.49%
- 1Y
- 322.42%
- 3Y*
- 119.66%
- 5Y*
- 76.65%
- 10Y*
- 75.92%
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Return for Risk
UBOT vs. APLD — Risk / Return Rank
UBOT
APLD
UBOT vs. APLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) and Applied Digital Corporation (APLD). 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.
| UBOT | APLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 2.57 | -2.21 |
Sortino ratioReturn per unit of downside risk | 0.92 | 3.14 | -2.22 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.39 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 6.26 | -5.82 |
Martin ratioReturn relative to average drawdown | 1.51 | 14.46 | -12.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UBOT | APLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 2.57 | -2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.41 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.12 | 0.04 | -0.16 |
Correlation
The correlation between UBOT and APLD is 0.25, 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.
Dividends
UBOT vs. APLD - Dividend Comparison
UBOT's dividend yield for the trailing twelve months is around 1.15%, while APLD has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UBOT Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 1.15% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% |
APLD Applied Digital Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UBOT vs. APLD - Drawdown Comparison
The maximum UBOT drawdown since its inception was -86.01%, smaller than the maximum APLD drawdown of -99.70%. Use the drawdown chart below to compare losses from any high point for UBOT and APLD.
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Drawdown Indicators
| UBOT | APLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.01% | -99.70% | +13.69% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -50.31% | +14.41% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | -97.10% | +14.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -97.10% | — |
Current DrawdownCurrent decline from peak | -60.65% | -42.59% | -18.06% |
Average DrawdownAverage peak-to-trough decline | -49.56% | -84.03% | +34.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.56% | 21.79% | -11.23% |
Volatility
UBOT vs. APLD - Volatility Comparison
The current volatility for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is 17.50%, while Applied Digital Corporation (APLD) has a volatility of 32.29%. This indicates that UBOT experiences smaller price fluctuations and is considered to be less risky than APLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBOT | APLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.50% | 32.29% | -14.79% |
Volatility (6M)Calculated over the trailing 6-month period | 35.12% | 77.82% | -42.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.88% | 126.27% | -71.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.48% | 187.90% | -135.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.60% | 295.81% | -232.21% |