SOXS:ARCA-Direxion Daily Semiconductor Bear 3x Shares (USD)

ETF | Trading--Inverse Equity | NYSE Arca

Last Closing

USD 20.67

Change

0.00 (0.00)%

Market Cap

USD 5.98M

Volume

0.03B

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 inverse (or opposite) of the performance of the PHLX Semiconductor Sector Index. The fund, under normal circumstances, creates short positions by investing at least 80% of its assets in: swap agreements; futures contracts; options; reverse repurchase agreements; exchange-traded funds ("ETFs"); and other financial instruments that, in combination, provide inverse leveraged and unleveraged exposure to the PHLX Semiconductor Sector 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: 1.08%

Management Expense Ratio: 0.97 %

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: 2024-12-28 )

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SDOW ProShares UltraPro Short Dow30 0.95 %

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YANG Direxion Daily FTSE China Bear.. 1.02 %

N/A

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SPDN Direxion Daily S&P 500® Bear .. 0.45 %

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RWM ProShares Short Russell2000 0.95 %

N/A

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DOG ProShares Short Dow30 0.95 %

N/A

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DUST Direxion Daily Gold Miners Ind.. 1.04 %

N/A

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FNGD MicroSectors FANG+ Index -3X I.. 0.00 %

N/A

USD 0.10B

ETFs Containing SOXS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Inverse Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -64.48% 7% C- 2% F
Dividend Return 1.58% 17% F 26% F
Total Return -62.91% 7% C- 2% F
Trailing 12 Months  
Capital Gain -64.48% 7% C- 2% F
Dividend Return 1.58% 17% F 26% F
Total Return -62.91% 7% C- 2% F
Trailing 5 Years  
Capital Gain -99.92% 4% F N/A F
Dividend Return 0.28% 6% D- 1% F
Total Return -99.64% 4% F N/A F
Average Annual (5 Year Horizon)  
Capital Gain N/A 100% F 100% F
Dividend Return N/A 100% F 100% F
Total Return 0.70% 4% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) N/A 2% F N/A F
Risk Adjusted Return 17.68% 75% C 33% F
Market Capitalization 5.98M 96% N/A 53% 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.

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.