PortfoliosLab logoPortfoliosLab logo
ISIN
US25461A3041
Issuer
Direxion
Inception Date
Aug 8, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Apple Inc. (-100%)
Distribution Policy
Distributing
Asset Class
Equity
Assets Under Management
$19M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

AAPD Performance Chart

Direxion Daily AAPL Bear 1X Shares (AAPD) is down 8.1% since the beginning of the year. AAPD is currently trading at $12 per share.


Loading charts...

S&P 500 Index

Returns By Period

Direxion Daily AAPL Bear 1X Shares (AAPD) has returned -8.07% so far this year and -32.07% over the past 12 months.


Direxion Daily AAPL Bear 1X Shares

1D
-1.40%
1M
-0.21%
YTD
-8.07%
6M
-5.66%
1Y
-32.07%
3Y*
-14.46%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
1.75%
1M
-0.09%
YTD
8.02%
6M
7.15%
1Y
22.78%
3Y*
19.45%
5Y*
11.73%
10Y*
13.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPD Monthly Returns History

Based on dividend-adjusted daily data since Aug 9, 2022, AAPD's average daily return is -0.05%, while the average monthly return is -1.10%.

Historically, 40% of months were positive and 60% were negative. The best month was Dec 2022 with a return of +13.6%, while the worst month was May 2026 at -13.0%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 7 months.

On a daily basis, AAPD closed higher 46% of trading days. The best single day was Apr 3, 2025 with a return of +9.3%, while the worst single day was Apr 9, 2025 at -15.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.11%-2.30%4.31%-6.45%-12.98%5.41%-8.07%
20256.09%-2.47%8.78%-0.06%5.45%-1.79%-0.74%-10.86%-8.98%-5.79%-2.73%3.03%-11.41%
20244.56%2.46%5.63%1.10%-11.61%-8.84%-5.04%-2.77%-1.64%3.65%-4.69%-5.03%-21.45%
2023-9.92%-2.35%-10.36%-2.58%-4.34%-8.01%-0.76%4.62%9.85%0.84%-9.80%-0.78%-30.42%
20223.23%13.11%-11.16%1.98%13.64%20.24%

Benchmark Metrics

Direxion Daily AAPL Bear 1X Shares has an annualized alpha of 7.09%, beta of -1.18, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since August 09, 2022.

  • This ETF tended to rise when S&P 500 Index fell (downside capture of -147.71%), but participation in market rallies was also limited (-64.97%) - a profile typical of counter-cyclical assets.
  • This ETF generated an annualized alpha of 7.09% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of -1.18 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
7.09%
Beta
-1.18
0.50
Upside Capture
-64.97%
Downside Capture
-147.71%

Expense Ratio

AAPD has a high expense ratio of 1.06%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

AAPD ranks 1 for risk / return — in the bottom 1% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


AAPD Risk / Return Rank: 11
Overall Rank
AAPD Sharpe Ratio Rank: 00
Sharpe Ratio Rank
AAPD Sortino Ratio Rank: 11
Sortino Ratio Rank
AAPD Omega Ratio Rank: 00
Omega Ratio Rank
AAPD Calmar Ratio Rank: 22
Calmar Ratio Rank
AAPD Martin Ratio Rank: 33
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Direxion Daily AAPL Bear 1X Shares (AAPD) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AAPDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-3.27

Sortino ratioReturn per unit of downside risk

-4.55

Omega ratioGain probability vs. loss probability

0.75

1.34

-0.58

Calmar ratioReturn relative to maximum drawdown

-0.86

2.52

-3.38

Martin ratioReturn relative to average drawdown

-1.35

11.31

-12.67

Dividends

Dividend History

Direxion Daily AAPL Bear 1X Shares provided a 3.66% dividend yield over the last twelve months, with an annual payout of $0.44 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.802022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.44$0.47$0.69$0.88$0.16

Dividend yield

3.66%3.60%4.55%4.37%0.53%

Monthly Dividends

The table displays the monthly dividend distributions for Direxion Daily AAPL Bear 1X Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.08$0.00$0.00$0.00$0.08
2025$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.11$0.47
2024$0.00$0.00$0.18$0.00$0.00$0.21$0.00$0.00$0.15$0.00$0.00$0.16$0.69
2023$0.00$0.00$0.18$0.00$0.00$0.24$0.00$0.00$0.19$0.00$0.00$0.26$0.88
2022$0.03$0.00$0.00$0.13$0.16

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Direxion Daily AAPL Bear 1X Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Direxion Daily AAPL Bear 1X Shares was 59.79%, occurring on Jun 2, 2026. The portfolio has not yet recovered.

The current Direxion Daily AAPL Bear 1X Shares drawdown is 57.15%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-59.79%Jun 2026
3y 5mo
3y 5moJan 2023 - now
Bear market2022
-12.41%Oct 2022
25d12d
1mo 7dOct 2022 - Nov 2022
Bear market2022
-11.37%Nov 2022
8d1mo 1d
1mo 9dNov 2022 - Dec 2022
Bear market2022
-6.59%Aug 2022
8d12d
20dAug 2022 - Aug 2022
Bear market2022
-5.77%Sep 2022
3d3d
6dSep 2022 - Sep 2022

Drawdown Indicators


AAPDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-59.79%

-56.78%

-3.01%

Max Drawdown (1Y)

Largest decline over 1 year

-37.37%

-9.10%

-28.27%

Max Drawdown (3Y)

Largest decline over 3 years

-49.07%

-18.90%

-30.17%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-57.15%

-2.83%

-54.32%

Average Drawdown

Average peak-to-trough decline

-34.31%

-10.72%

-23.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.75%

2.02%

+21.73%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with AAPD

Add Direxion Daily AAPL Bear 1X Shares to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with AAPD