Direxion Daily MSFT Bull 2X Shares (MSFU)
MSFU is a passive ETF by Direxion tracking the investment results of the Microsoft Corporation (150%). MSFU launched on Sep 6, 2022 and has a 1.04% expense ratio.
ETF Info
| ISIN | US25461A8669 |
|---|---|
| Issuer | Direxion |
| Inception Date | Sep 6, 2022 |
| Region | North America (U.S.) |
| Category | Leveraged Equities, Leveraged |
| Leveraged | 1x |
| Index Tracked | Microsoft Corporation (150%) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
MSFU has a high expense ratio of 1.04%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: MSFU vs. MSFL, MSFU vs. MSFX, MSFU vs. MSFT, MSFU vs. AAPL, MSFU vs. SOXL, MSFU vs. APLY, MSFU vs. QLD, MSFU vs. QQQ, MSFU vs. TQQQ, MSFU vs. MSFl
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Direxion Daily MSFT Bull 2X Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Direxion Daily MSFT Bull 2X Shares had a return of 14.75% year-to-date (YTD) and 38.04% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.75% | 17.79% |
| 1 month | 3.34% | 0.18% |
| 6 months | -3.31% | 7.53% |
| 1 year | 38.04% | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of MSFU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 7.97% | 5.66% | 1.96% | -15.64% | 12.87% | 14.72% | -13.58% | -1.44% | 14.75% | ||||
| 2023 | 4.36% | 0.52% | 23.35% | 9.23% | 10.21% | 4.50% | -2.60% | -4.10% | -5.87% | 10.02% | 18.28% | -1.73% | 83.03% |
| 2022 | -14.53% | -2.00% | 14.09% | -9.24% | -13.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MSFU is 39, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Direxion Daily MSFT Bull 2X Shares (MSFU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Direxion Daily MSFT Bull 2X Shares granted a 2.18% dividend yield in the last twelve months. The annual payout for that period amounted to $0.98 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.98 | $0.84 | $0.12 |
Dividend yield | 2.18% | 2.11% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Direxion Daily MSFT Bull 2X Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.68 | |||
| 2023 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.30 | $0.84 |
| 2022 | $0.01 | $0.00 | $0.00 | $0.11 | $0.12 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Direxion Daily MSFT Bull 2X 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 MSFT Bull 2X Shares was 29.51%, occurring on Aug 5, 2024. The portfolio has not yet recovered.
The current Direxion Daily MSFT Bull 2X Shares drawdown is 17.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.51% | Jul 8, 2024 | 21 | Aug 5, 2024 | — | — | — |
| -29.17% | Sep 13, 2022 | 38 | Nov 3, 2022 | 90 | Mar 16, 2023 | 128 |
| -20.16% | Jul 19, 2023 | 49 | Sep 26, 2023 | 33 | Nov 10, 2023 | 82 |
| -18.48% | Mar 22, 2024 | 27 | Apr 30, 2024 | 30 | Jun 12, 2024 | 57 |
| -8.43% | Jun 16, 2023 | 6 | Jun 26, 2023 | 15 | Jul 18, 2023 | 21 |
Volatility
Volatility Chart
The current Direxion Daily MSFT Bull 2X Shares volatility is 10.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.