SOXL:ARCA-Direxion Daily Semiconductor Bull 3x Shares (USD)

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 47

Change

+3.79 (+8.77)%

Market Cap

USD 0.13B

Volume

0.06B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the PHLX Semiconductor Sector Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the PHLX Semiconductor Sector Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index measures the performance of the semiconductor subsector of the U.S. equity market. The fund is non-diversified.

Inception Date: 11/03/2010

Primary Benchmark: PHLX Semiconductor Sector TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 1.0%

Management Expense Ratio: 1.10 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

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ETFs Containing SOXL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Leveraged Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 49.68% 97% N/A 97% N/A
Dividend Return 0.11% 18% F 4% F
Total Return 49.79% 97% N/A 97% N/A
Trailing 12 Months  
Capital Gain 191.20% 97% N/A 99% N/A
Dividend Return 1.05% 34% F 12% F
Total Return 192.25% 97% N/A 99% N/A
Trailing 5 Years  
Capital Gain 420.33% 91% A- 97% N/A
Dividend Return 3.89% 58% F 12% F
Total Return 424.22% 91% A- 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 71.29% 85% B 96% N/A
Dividend Return 71.67% 85% B 96% N/A
Total Return 0.38% 37% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 132.02% 19% F 5% F
Risk Adjusted Return 54.29% 93% A 77% C+
Market Capitalization 0.13B 100% F 85% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.