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^SP600 vs. TMF
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SP600 and TMF is -0.28. 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.


-0.50.00.51.0-0.3

Performance

^SP600 vs. TMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 600 (^SP600) and Direxion Daily 20-Year Treasury Bull 3X (TMF). The values are adjusted to include any dividend payments, if applicable.

-100.00%0.00%100.00%200.00%300.00%400.00%500.00%JulyAugustSeptemberOctoberNovemberDecember
462.66%
-60.39%
^SP600
TMF

Key characteristics

Sharpe Ratio

^SP600:

0.49

TMF:

-0.73

Sortino Ratio

^SP600:

0.84

TMF:

-0.89

Omega Ratio

^SP600:

1.10

TMF:

0.90

Calmar Ratio

^SP600:

0.64

TMF:

-0.34

Martin Ratio

^SP600:

2.63

TMF:

-1.33

Ulcer Index

^SP600:

3.73%

TMF:

22.99%

Daily Std Dev

^SP600:

19.90%

TMF:

41.91%

Max Drawdown

^SP600:

-59.17%

TMF:

-92.18%

Current Drawdown

^SP600:

-8.46%

TMF:

-91.02%

Returns By Period

In the year-to-date period, ^SP600 achieves a 7.26% return, which is significantly higher than TMF's -31.36% return. Over the past 10 years, ^SP600 has outperformed TMF with an annualized return of 7.52%, while TMF has yielded a comparatively lower -13.94% annualized return.


^SP600

YTD

7.26%

1M

-3.31%

6M

10.06%

1Y

7.59%

5Y*

6.71%

10Y*

7.52%

TMF

YTD

-31.36%

1M

-2.67%

6M

-18.05%

1Y

-31.62%

5Y*

-29.55%

10Y*

-13.94%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

^SP600 vs. TMF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 600 (^SP600) 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.


Sharpe ratio
The chart of Sharpe ratio for ^SP600, currently valued at 0.49, compared to the broader market-1.000.001.002.000.49-0.73
The chart of Sortino ratio for ^SP600, currently valued at 0.84, compared to the broader market-1.000.001.002.003.000.84-0.89
The chart of Omega ratio for ^SP600, currently valued at 1.10, compared to the broader market0.800.901.001.101.201.301.401.100.90
The chart of Calmar ratio for ^SP600, currently valued at 0.64, compared to the broader market0.001.002.003.004.000.64-0.34
The chart of Martin ratio for ^SP600, currently valued at 2.63, compared to the broader market0.005.0010.0015.002.63-1.33
^SP600
TMF

The current ^SP600 Sharpe Ratio is 0.49, which is higher than the TMF Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of ^SP600 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.49
-0.73
^SP600
TMF

Drawdowns

^SP600 vs. TMF - Drawdown Comparison

The maximum ^SP600 drawdown since its inception was -59.17%, smaller than the maximum TMF drawdown of -92.18%. Use the drawdown chart below to compare losses from any high point for ^SP600 and TMF. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.46%
-91.02%
^SP600
TMF

Volatility

^SP600 vs. TMF - Volatility Comparison

The current volatility for S&P 600 (^SP600) is 5.84%, while Direxion Daily 20-Year Treasury Bull 3X (TMF) has a volatility of 12.02%. This indicates that ^SP600 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
5.84%
12.02%
^SP600
TMF
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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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