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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.97% -0.01% 2.484M 1541.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 2.495M Upgrade

Basic Info

Investment Strategy
The Fund seeks daily investment results before fees and expenses of 200% of the daily performance of the S&P 500 Energy (Sector) Top 5 Equal Capped Index. The return for investors that invest for periods longer or shorter than a trading day should not be expected to be 200% of the performance of the Index for the period.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Alternative Strategies
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
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.77%
-30.16%
58.27%
56.65%
42.44%
-46.77%
2.41%
16.41%
-3.80%
-13.48%
47.99%
2.12%
41.97%
-19.47%
24.35%
21.60%
24.24%
-40.16%
12.51%
-70.33%
115.6%
125.4%
-13.04%
0.96%
7.22%
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 28.49%
Stock 44.29%
Bond 29.64%
Convertible 0.00%
Preferred 0.00%
Other -2.42%
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Basic Info

Investment Strategy
The Fund seeks daily investment results before fees and expenses of 200% of the daily performance of the S&P 500 Energy (Sector) Top 5 Equal Capped Index. The return for investors that invest for periods longer or shorter than a trading day should not be expected to be 200% of the performance of the Index for the period.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Alternative Strategies
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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