DRIP vs MGMT
Comparison between DIREXION DAILY S&P OIL & GAS EXP. & PROD. BEAR 2X SHARES (DRIP, ETF) and BALLAST SMALL/MID CAP ETF (MGMT, ETF).
5-Year PerformanceMGMT has outperformed DRIP, delivering a return of +7.5% compared to -40.6%
DRIP vs MGMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DRIP vs MGMT - Historical Returns
Returns include dividend reinvestment.
DRIP vs MGMT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DRIP | MGMT |
|---|---|---|
| 2026 | -44.88% | +12.79% |
| 2025 | -11.37% | +7.28% |
| 2024 | +2.68% | +13.84% |
| 2023 | -25.55% | +18.69% |
| 2022 | -70.86% | -15.24% |
| 2021 | -79.39% | +41.80% |
| 2020 | -43.51% | +5.36% |
| 2019 | -30.06% | N/A |
| 2018 | +61.94% | N/A |
| 2017 | -5.35% | N/A |
| 2016 | -87.42% | N/A |
| 2015 | +106.91% | N/A |
DRIP vs MGMT Drawdown Comparison
The maximum drawdown for DRIP was -99.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for MGMT was -24.95%, occurring on Sep 26, 2022. Recovery took 496 trading sessions.
The current DRIP drawdown is -99.93%.
| Rank | DRIP | MGMT |
|---|---|---|
| #1 | -99.95% Jan 20, 2016 - Mar 27, 2026 | -24.95% Jan 4, 2022 - Dec 26, 2023 |
| #2 | -56.55% Aug 25, 2015 - Jan 7, 2016 | -23.76% Dec 2, 2024 - Aug 22, 2025 |
| #3 | -29.30% Aug 5, 2015 - Aug 21, 2015 | -12.32% Feb 11, 2026 - Jun 12, 2026 |
| #4 | -18.77% Jul 27, 2015 - Aug 3, 2015 | -11.10% Jul 16, 2024 - Oct 16, 2024 |
| #5 | -15.71% Jul 8, 2015 - Jul 17, 2015 | -8.87% Sep 18, 2025 - Dec 10, 2025 |
| #6 | -10.90% Jan 13, 2016 - Jan 19, 2016 | -7.48% Mar 28, 2024 - Jul 15, 2024 |
| #7 | -8.88% Jun 4, 2015 - Jun 19, 2015 | -6.97% Nov 16, 2021 - Jan 4, 2022 |
| #8 | -8.74% Jul 6, 2015 - Jul 8, 2015 | -6.96% Mar 17, 2021 - Apr 23, 2021 |
| #9 | -5.91% Jun 19, 2015 - Jun 29, 2015 | -6.35% Dec 26, 2023 - Mar 21, 2024 |
| #10 | -1.48% Jul 20, 2015 - Jul 22, 2015 | -5.46% Jun 25, 2021 - Aug 3, 2021 |
| #11 | -1.13% Jan 7, 2016 - Jan 11, 2016 | -5.14% Sep 2, 2021 - Oct 25, 2021 |
| #12 | -0.52% May 29, 2015 - Jun 4, 2015 | -5.09% May 7, 2021 - Jun 1, 2021 |
| #13 | -0.36% Aug 3, 2015 - Aug 5, 2015 | -4.83% Jun 8, 2021 - Jun 24, 2021 |
| #14 | -0.13% Jul 22, 2015 - Jul 24, 2015 | -4.34% Jan 25, 2021 - Feb 4, 2021 |
| #15 | N/A | -4.04% Aug 3, 2021 - Aug 27, 2021 |
Correlation
Correlation between DRIP and MGMT is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2018 - 2026)
DRIP vs MGMT dividend yield comparison.
| Year | DRIP | MGMT |
|---|---|---|
| 2026 | 0.63% | 0.00% |
| 2025 | 2.86% | 0.34% |
| 2024 | 4.38% | 0.51% |
| 2023 | 5.09% | 1.16% |
| 2022 | 0.00% | 0.90% |
| 2021 | 0.00% | 0.26% |
| 2020 | 0.01% | 0.00% |
| 2019 | 0.96% | 0.00% |
| 2018 | 0.58% | 0.00% |
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