BALT vs TMF
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and DIREXION DAILY 20+ YEAR TREASURY BULL 3X SHARES (TMF, ETF).
5-Year PerformanceBALT has outperformed TMF, delivering a return of +5.9% compared to -31.5%
BALT vs TMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BALT vs TMF - Historical Returns
Returns include dividend reinvestment.
BALT vs TMF - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BALT | TMF |
|---|---|---|
| 2026 | +2.12% | -3.11% |
| 2025 | +6.57% | -3.69% |
| 2024 | +10.32% | -34.61% |
| 2023 | +7.61% | -18.81% |
| 2022 | +2.48% | -70.68% |
| 2021 | +0.82% | -19.61% |
| 2020 | N/A | +31.75% |
| 2019 | N/A | +31.43% |
| 2018 | N/A | -9.26% |
| 2017 | N/A | +21.07% |
| 2016 | N/A | -5.33% |
| 2015 | N/A | -16.30% |
| 2014 | N/A | +95.37% |
| 2013 | N/A | -36.70% |
| 2012 | N/A | +5.11% |
| 2011 | N/A | +112.03% |
| 2010 | N/A | +12.57% |
| 2009 | N/A | -43.53% |
BALT vs TMF Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for TMF was -93.23%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current TMF drawdown is -92.40%.
| Rank | BALT | TMF |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -93.23% Mar 9, 2020 - May 19, 2026 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -53.43% Jul 25, 2012 - Jan 5, 2015 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -51.75% Jul 8, 2016 - Aug 14, 2019 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -48.63% Apr 20, 2009 - Aug 18, 2011 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -42.46% Jan 30, 2015 - Jun 27, 2016 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -31.24% Oct 3, 2011 - May 30, 2012 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -24.72% Aug 28, 2019 - Feb 24, 2020 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -14.23% Sep 22, 2011 - Oct 3, 2011 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -12.90% Aug 19, 2011 - Sep 2, 2011 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -12.78% Jun 1, 2012 - Jul 23, 2012 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -7.46% Aug 15, 2019 - Aug 27, 2019 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -6.18% Sep 12, 2011 - Sep 19, 2011 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -5.52% Sep 6, 2011 - Sep 9, 2011 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -4.72% Jan 15, 2015 - Jan 28, 2015 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -4.47% Apr 16, 2009 - Apr 20, 2009 |
Correlation
Correlation between BALT and TMF is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
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