ducovest

TZA:ARCA-Direxion Small Cap Bear 3X Shares (USD)

ETF | Trading--Inverse Equity | NYSE Arca

Last Closing

USD 12.72

Change

0.00 (0.00)%

Market Cap

USD 0.26B

Volume

0.03B

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 inverse (or opposite) of the performance of the Russell 2000? Index. The fund 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 Russell 2000? Index. The index measures the performance of the small-cap segment of the U.S. equity universe. The fund is non-diversified.

Company Website : http://www.direxioninvestments.com/

Currency: USD

Country : USA

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: 0.95 %

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: 2024-12-28 )

Largest Industry Peers for Trading--Inverse Equity

Symbol Name Mer Price(Change) Market Cap
SH ProShares Short S&P500 0.89 %

N/A

 USD 0.89B
SOXS Direxion Daily Semiconductor B.. 0.97 %

N/A

 USD 0.73B
PSQ ProShares Short QQQ 0.95 %

N/A

 USD 0.51B
SPXU ProShares UltraPro Short S&P50.. 0.91 %

N/A

 USD 0.50B
SDOW ProShares UltraPro Short Dow30 0.95 %

N/A

 USD 0.26B
YANG Direxion Daily FTSE China Bear.. 1.02 %

N/A

 USD 0.16B
SPDN Direxion Daily S&P 500® Bear .. 0.45 %

N/A

 USD 0.14B
RWM ProShares Short Russell2000 0.95 %

N/A

 USD 0.14B
DOG ProShares Short Dow30 0.95 %

N/A

 USD 0.13B
DUST Direxion Daily Gold Miners Ind.. 1.04 %

N/A

 USD 0.11B

ETFs Containing TZA

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 -36.24% 33% F 6% D-
Dividend Return 3.09% 42% F 46% F
Total Return -33.15% 31% F 6% D-
Trailing 12 Months  
Capital Gain -36.24% 33% F 6% D-
Dividend Return 3.09% 42% F 46% F
Total Return -33.15% 31% F 6% D-
Trailing 5 Years  
Capital Gain -95.49% 24% F 1% F
Dividend Return 0.84% 25% F 2% F
Total Return -94.65% 20% F 1% F
Average Annual (5 Year Horizon)  
Capital Gain 14,226.41% 96% N/A 100% F
Dividend Return 14,227.48% 96% N/A 100% F
Total Return 1.06% 36% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 78,854.11% 5% F N/A F
Risk Adjusted Return 18.04% 87% B+ 34% F
Market Capitalization 0.26B 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:
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.

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.