Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '25200.00150.25

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.89% -0.11% 2.346B 738408.2
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.52% 19.00% -809.47M Upgrade

Basic Info

Investment Strategy
The Fund seeks daily investment results, before fees and expenses, of 300% of the daily performance of the Financials Select Sector Index. The Fund, under normal circumstances, invests at least 80% of its net assets in financial instruments, such as swap agreements, securities of the Index, and ETFs that track the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Equity
Global Peer Group Alternative Equity Leveraged
Peer Group Equity Leverage Funds
Global Macro Alternative Equity
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Leverage Funds
Fund Owner Firm Name Direxion
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-33.84%
113.1%
-35.10%
116.6%
-43.18%
14.89%
84.48%
-0.21%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-0.15%
-14.62%
63.45%
21.53%
60.57%
-38.98%
46.66%
43.47%
-5.41%
-39.89%
71.89%
-7.83%
27.87%
-62.48%
26.20%
7.21%
-31.90%
-25.15%
102.3%
10.08%
98.64%
-56.83%
68.58%
63.55%
-12.31%
-39.06%
231.9%
69.99%
118.8%
-85.66%
227.0%
-12.34%
-39.36%
As of May 23, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of April 30, 2025.
Type % Net
Cash 4.28%
Stock 68.37%
Bond 24.86%
Convertible 0.00%
Preferred 0.00%
Other 2.48%
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Basic Info

Investment Strategy
The Fund seeks daily investment results, before fees and expenses, of 300% of the daily performance of the Financials Select Sector Index. The Fund, under normal circumstances, invests at least 80% of its net assets in financial instruments, such as swap agreements, securities of the Index, and ETFs that track the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Equity
Global Peer Group Alternative Equity Leveraged
Peer Group Equity Leverage Funds
Global Macro Alternative Equity
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Leverage Funds
Fund Owner Firm Name Direxion
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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