TNA:ARCA-Direxion Small Cap Bull 3X Shares (USD)

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 41.09

Change

+1.42 (+3.58)%

Market Cap

USD 1.04B

Volume

0.01B

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 Russell 2000? Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the Russell 2000? Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2,000 companies in the Russell 3000? Index, representing approximately 8% of the total market capitalization of that index. The fund is non-diversified.

Inception Date: 05/11/2008

Primary Benchmark: Russell 2000 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.98%

Management Expense Ratio: 1.10 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

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 TNA

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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 4.16% 22% F 50% F
Dividend Return 0.07% 12% F 2% F
Total Return 4.22% 22% F 46% F
Trailing 12 Months  
Capital Gain 36.15% 55% F 84% B
Dividend Return 1.62% 50% F 22% F
Total Return 37.77% 55% F 84% B
Trailing 5 Years  
Capital Gain -31.18% 30% F 16% F
Dividend Return 1.70% 26% F 5% F
Total Return -29.48% 31% F 13% F
Average Annual (5 Year Horizon)  
Capital Gain 23.81% 63% D 87% B+
Dividend Return 24.18% 64% D 85% B
Total Return 0.37% 35% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 124.00% 24% F 6% D-
Risk Adjusted Return 19.50% 42% F 42% F
Market Capitalization 1.04B 90% A- 66% D+

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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.