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JULU vs INDL

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and DIREXION DAILY MSCI INDIA BULL 2X SHARES (INDL, ETF).

JULU vs INDL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JULU
$59M
Winner
INDL
$59M
Expense Ratio
JULU
0.74%
INDL
N/A
Max Drawdown
Winner
JULU
12.46%
INDL
95.75%
Sharpe Ratio
Winner
JULU
0.92
INDL
-1.15
5Y Beta
Winner
JULU
0.65
INDL
0.90

JULU vs INDL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JULU
+0.40%
INDL
-6.40%
3M
Winner
JULU
+3.83%
INDL
-9.04%
6M
Winner
JULU
+5.98%
INDL
-17.47%
1Y
Winner
JULU
+13.19%
INDL
-30.22%
5Y(CAGR)
JULU
N/A
INDL
-2.50%
10Y(CAGR)
JULU
N/A
INDL
-1.90%
Max(CAGR)
Winner
JULU
+12.00%
INDL
-7.15%

JULU vs INDL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearJULUINDL
2026+6.75%-27.44%
2025+12.37%-6.13%
2024+5.59%+8.24%
2023N/A+25.25%
2022N/A-25.42%
2021N/A+39.51%
2020N/A-38.58%
2019N/A+5.61%
2018N/A-34.64%
2017N/A+125.37%
2016N/A-10.28%
2015N/A-35.99%
2014N/A+67.33%
2013N/A-36.72%
2012N/A+8.88%
2011N/A-67.93%
2010N/A+28.97%

JULU vs INDL Drawdown Comparison

The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for INDL was -95.67%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current JULU drawdown is -2.67%. The current INDL drawdown is -79.21%.

RankJULUINDL
#1-12.46%
Feb 19, 2025 - Jun 30, 2025
-95.67%
Nov 5, 2010 - Mar 23, 2020
#2-7.04%
Jan 28, 2026 - Apr 15, 2026
-30.28%
Apr 5, 2010 - Sep 14, 2010
#3-6.20%
Jul 16, 2024 - Sep 19, 2024
-8.88%
Oct 13, 2010 - Nov 4, 2010
#4-4.34%
Oct 29, 2025 - Jan 6, 2026
-3.55%
Oct 5, 2010 - Oct 13, 2010
#5-4.32%
Jun 2, 2026 - Jun 10, 2026
-3.41%
Sep 21, 2010 - Sep 24, 2010
#6-3.90%
Dec 6, 2024 - Jan 23, 2025
-2.68%
Mar 17, 2010 - Mar 23, 2010
#7-2.33%
Oct 8, 2025 - Oct 24, 2025
-1.54%
Sep 28, 2010 - Oct 1, 2010
#8-2.29%
Jan 12, 2026 - Jan 28, 2026
-1.52%
Mar 23, 2010 - Mar 26, 2010
#9-2.21%
Oct 14, 2024 - Nov 6, 2024
-1.19%
Mar 12, 2010 - Mar 16, 2010
#10-1.96%
May 14, 2026 - May 26, 2026
-1.06%
Sep 15, 2010 - Sep 17, 2010
#11-1.71%
Nov 11, 2024 - Nov 26, 2024
-0.99%
Mar 29, 2010 - Apr 1, 2010
#12-1.65%
Jul 25, 2025 - Aug 8, 2025
-0.80%
Sep 24, 2010 - Sep 28, 2010
#13-1.60%
Jan 23, 2025 - Feb 19, 2025
-0.11%
Oct 1, 2010 - Oct 5, 2010
#14-1.21%
Aug 14, 2025 - Aug 27, 2025
N/A
#15-1.18%
Aug 28, 2025 - Sep 10, 2025
N/A

Correlation

Correlation between JULU and INDL is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.72
-101

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