ERX:ARCA-Direxion Energy Bull 3X Shares (USD)

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 60.84

Change

-3.14 (-4.91)%

Market Cap

USD 0.44B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the Energy Select Sector Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the Energy Select Sector Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is provided by S&P Dow Jones Indices (the "index provider") and includes domestic companies from the energy sector which includes the following industries: oil, gas and consumable fuels; and energy equipment and services. The fund is non-diversified.

Inception Date: 06/11/2008

Primary Benchmark: S&P Energy Select Sector TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.96%

Management Expense Ratio: 1.08 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
SCPS Scopus Biopharma Inc 3.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-03 )

Largest Industry Peers for Trading--Leveraged Equity

Symbol Name Mer Price(Change) Market Cap
SOXL Direxion Daily Semiconductor B.. 1.10 %

N/A

USD 8.48B
QLD ProShares Ultra QQQ 0.95 %

N/A

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SSO ProShares Ultra S&P500 0.90 %

N/A

USD 4.50B
FNGU MicroSectors FANG+ Index 3X Le.. 0.00 %

N/A

USD 4.11B
UPRO ProShares UltraPro S&P500 0.92 %

N/A

USD 3.53B
TECL Direxion Daily Technology Bull.. 1.17 %

N/A

USD 2.51B
LABU Direxion Daily S&P Biotech Bul.. 1.14 %

N/A

USD 0.94B
USD ProShares Ultra Semiconductors 0.95 %

N/A

USD 0.86B
DPST Direxion Daily Regional Banks .. 1.02 %

N/A

USD 0.77B
YINN Direxion Daily FTSE China Bull.. 1.02 %

N/A

USD 0.71B

ETFs Containing ERX

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 7.55% 41% F 59% D-
Dividend Return 1.64% 93% A 37% F
Total Return 9.18% 44% F 56% F
Trailing 12 Months  
Capital Gain -10.65% 18% F 15% F
Dividend Return 2.57% 84% B 37% F
Total Return -8.07% 18% F 16% F
Trailing 5 Years  
Capital Gain 303.98% 92% A 97% N/A
Dividend Return 32.63% 94% A 86% B+
Total Return 336.61% 94% A 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 80.97% N/A N/A 97% N/A
Dividend Return 84.35% N/A N/A 97% N/A
Total Return 3.37% N/A N/A 64% D
Risk Return Profile  
Volatility (Standard Deviation) 260.73% N/A N/A 3% F
Risk Adjusted Return 32.35% N/A N/A 51% F
Market Capitalization 0.44B N/A N/A N/A N/A

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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike