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ISIN
US25461A8669
Issuer
Direxion
Inception Date
Sep 6, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Microsoft Corporation (150%)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$718M

Share Price Chart


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Performance

MSFU Performance Chart

Direxion Daily MSFT Bull 2X Shares (MSFU) is down 47.3% since the beginning of the year. MSFU is currently trading at $22 per share.


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S&P 500 Index

Returns By Period

Direxion Daily MSFT Bull 2X Shares (MSFU) has returned -47.25% so far this year and -49.25% over the past 12 months.


Direxion Daily MSFT Bull 2X Shares

1D
-6.29%
1M
-24.51%
YTD
-47.25%
6M
-47.70%
1Y
-49.25%
3Y*
-10.09%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSFU Monthly Returns History

Based on dividend-adjusted daily data since Sep 7, 2022, MSFU's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 50% of months were positive and 50% were negative. The best month was May 2025 with a return of +34.5%, while the worst month was Jun 2026 at -34.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MSFU closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +19.5%, while the worst single day was Jan 29, 2026 at -20.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-22.63%-17.74%-12.32%19.43%20.41%-34.27%-47.25%
2025-4.74%-9.23%-12.00%7.58%34.54%16.01%13.83%-10.52%3.35%-1.07%-10.46%-4.85%13.36%
20247.97%5.66%1.96%-15.64%12.87%14.72%-13.58%-1.44%5.21%-11.80%7.60%-2.10%5.80%
20234.37%0.52%23.35%9.23%10.21%4.50%-2.60%-4.10%-5.87%10.02%18.28%-1.73%83.04%
2022-14.53%-2.00%14.09%-9.24%-13.28%

Benchmark Metrics

Direxion Daily MSFT Bull 2X Shares has an annualized alpha of -21.31%, beta of 1.89, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since September 07, 2022.

  • This ETF participated in 218.17% of S&P 500 Index downside but only 144.37% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.43 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-21.31%
Beta
1.89
0.43
Upside Capture
144.37%
Downside Capture
218.17%

Expense Ratio

MSFU has a high expense ratio of 1.04%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

MSFU ranks 2 for risk / return — in the bottom 2% 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.


MSFU Risk / Return Rank: 22
Overall Rank
MSFU Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MSFU Sortino Ratio Rank: 22
Sortino Ratio Rank
MSFU Omega Ratio Rank: 11
Omega Ratio Rank
MSFU Calmar Ratio Rank: 22
Calmar Ratio Rank
MSFU Martin Ratio Rank: 11
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 MSFT Bull 2X Shares (MSFU) 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.


MSFUBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.98

Sortino ratioReturn per unit of downside risk

-4.09

Omega ratioGain probability vs. loss probability

0.83

1.37

-0.54

Calmar ratioReturn relative to maximum drawdown

-0.83

2.78

-3.61

Martin ratioReturn relative to average drawdown

-1.49

12.44

-13.93

Dividends

Dividend History

Direxion Daily MSFT Bull 2X Shares provided a 15.00% dividend yield over the last twelve months, with an annual payout of $3.26 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$3.26$3.38$2.76$0.84$0.12

Dividend yield

15.00%8.15%7.00%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.13$0.00$0.00$0.00$0.13
2025$0.00$0.00$0.25$0.00$0.00$0.37$0.00$0.00$0.19$0.00$0.00$2.57$3.38
2024$0.00$0.00$0.31$0.00$0.00$0.37$0.00$0.00$0.33$0.00$0.00$1.76$2.76
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.


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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 59.83%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Direxion Daily MSFT Bull 2X Shares drawdown is 59.17%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-59.83%Mar 2026
7mo 24d
10mo 22dAug 2025 - now
2025 selloff2025
-48.11%Apr 2025
9mo 4d3mo 8d
1y 7dJul 2024 - Jul 2025
Bear market2022
-29.17%Nov 2022
1mo 21d4mo 13d
6mo 4dSep 2022 - Mar 2023
2023 bear market2023
-20.16%Sep 2023
2mo 9d1mo 15d
3mo 24dJul 2023 - Nov 2023
2024 correction2024
-18.48%Apr 2024
1mo 9d1mo 13d
2mo 22dMar 2024 - Jun 2024

Drawdown Indicators


MSFUBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-59.83%

-56.78%

-3.05%

Max Drawdown (1Y)

Largest decline over 1 year

-59.83%

-9.10%

-50.73%

Max Drawdown (3Y)

Largest decline over 3 years

-59.83%

-18.90%

-40.93%

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

-59.17%

-1.80%

-57.37%

Average Drawdown

Average peak-to-trough decline

-16.94%

-10.71%

-6.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.98%

2.03%

+30.95%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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