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Direxion Daily Energy Bull 2X Shares

ERX
ETF · Currency in USD
ISIN
US25459W8881
CUSIP
25459W888
Issuer
Direxion
Inception Date
Apr 1, 2020
Region
North America (U.S.)
Category
Leveraged Equities
Leveraged
3x
Expense Ratio
1.09%
Index Tracked
Energy Select Sector Index (300%)
ETF Home Page
www.direxion.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

ERXPrice Chart


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S&P 500

ERXPerformance

The chart shows the growth of $10,000 invested in Direxion Daily Energy Bull 2X Shares on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $593 for a total return of roughly -94.07%. All prices are adjusted for splits and dividends.


ERX (Direxion Daily Energy Bull 2X Shares)
Benchmark (S&P 500)

ERXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-14.70%
6M45.23%
YTD65.57%
1Y63.44%
5Y-38.78%
10Y-28.77%

ERXMonthly Returns Heatmap


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ERXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Direxion Daily Energy Bull 2X Shares Sharpe ratio is 1.04. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


ERX (Direxion Daily Energy Bull 2X Shares)
Benchmark (S&P 500)

ERXDividends

Direxion Daily Energy Bull 2X Shares granted a 1.97% dividend yield in the last twelve months, as of Jul 31, 2021. The annual payout for that period amounted to $0.46 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.46$0.34$2.73$4.70$2.98$0.00$0.00$0.00$0.00$0.00$0.00$4.05

Dividend yield

1.97%2.35%1.56%3.10%0.85%0.00%0.00%0.00%0.00%0.00%0.00%0.69%

ERXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


ERX (Direxion Daily Energy Bull 2X Shares)
Benchmark (S&P 500)

ERXWorst Drawdowns

The table below shows the maximum drawdowns of the Direxion Daily Energy Bull 2X Shares. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Direxion Daily Energy Bull 2X Shares is 99.54%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.54%Jun 24, 20141447Mar 23, 2020
-69.51%May 2, 2011108Oct 3, 2011626Apr 1, 2014734
-51.85%Apr 26, 201049Jul 2, 201092Nov 11, 2010141
-29.36%Jan 11, 201020Feb 8, 201052Apr 23, 201072
-18.56%Mar 4, 20119Mar 16, 20119Mar 29, 201118
-15.63%Apr 6, 20115Apr 12, 201112Apr 29, 201117
-11.21%Nov 12, 20103Nov 16, 201010Dec 1, 201013
-6.8%Apr 4, 20146Apr 11, 20142Apr 15, 20148
-5.46%May 8, 20147May 16, 20148May 29, 201415
-5.38%Jan 19, 20112Jan 20, 20114Jan 26, 20116

ERXVolatility Chart

Current Direxion Daily Energy Bull 2X Shares volatility is 53.98%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


ERX (Direxion Daily Energy Bull 2X Shares)
Benchmark (S&P 500)

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