BRZU:ARCA-Direxion Daily Brazil Bull 3X Shares (USD)

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 69.525

Change

+0.24 (+0.34)%

Market Cap

USD 0.04B

Volume

0.09M

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 MSCI Brazil 25/50 Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the MSCI Brazil 25/50 Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is designed to measure the performance of the large- and mid-cap segments of the Brazil equity market, covering approximately 85% of the free float-adjusted market capitalization in Brazil. It is non-diversified.

Inception Date: 10/04/2013

Primary Benchmark: MSCI Brazil 25-50 NR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 1.04%

Management Expense Ratio: 1.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
EWZ iShares MSCI Brazil ETF 47.76 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-12 )

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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 -32.42% 3% F 6% D-
Dividend Return 1.67% 95% A 39% F
Total Return -30.75% 5% F 6% D-
Trailing 12 Months  
Capital Gain -20.13% 15% F 11% F
Dividend Return 4.38% 98% N/A 62% D
Total Return -15.75% 17% F 12% F
Trailing 5 Years  
Capital Gain 149.37% 86% B+ 92% A
Dividend Return 47.42% 98% N/A 96% N/A
Total Return 196.79% 91% A- 94% A
Average Annual (5 Year Horizon)  
Capital Gain 190.81% 96% N/A 98% N/A
Dividend Return 195.37% 96% N/A 98% N/A
Total Return 4.56% 97% N/A 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 916.19% 6% D- 2% F
Risk Adjusted Return 21.32% 39% F 41% F
Market Capitalization 0.04B 53% F 29% F

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 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.