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Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '25150.00137.95

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% 0.10% 156.17M 54580.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.35% 20.00% -35.99M Upgrade

Basic Info

Investment Strategy
The Fund seeks daily investment results, before fees and expenses, of 200% of the performance of the S&P 500 Index. The Fund creates long positions by investing at least 80% of its assets in the securities of S&P 500 Index and/or financial instruments that provide leveraged and unleveraged exposure to 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
-14.61%
66.85%
21.89%
61.26%
-38.72%
47.28%
44.24%
-6.56%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-0.82%
-14.62%
63.45%
21.53%
60.57%
-38.98%
46.66%
43.47%
-6.72%
-49.88%
43.94%
6.13%
-20.81%
-60.25%
7.43%
-2.05%
21.01%
-25.15%
102.3%
10.08%
98.64%
-56.83%
68.58%
63.55%
-14.14%
-48.47%
28.96%
-7.82%
-58.55%
-71.96%
-53.17%
36.00%
35.76%
As of May 25, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of April 30, 2025.
Type % Net
Cash 1.34%
Stock 89.85%
Bond 10.50%
Convertible 0.00%
Preferred 0.00%
Other -1.69%
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Basic Info

Investment Strategy
The Fund seeks daily investment results, before fees and expenses, of 200% of the performance of the S&P 500 Index. The Fund creates long positions by investing at least 80% of its assets in the securities of S&P 500 Index and/or financial instruments that provide leveraged and unleveraged exposure to 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
Start Trial

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