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Issuer
Direxion
Inception Date
Aug 5, 2025
Region
North America (U.S.)
Leveraged
2x
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

SHPU Performance Chart

Direxion Daily SHOP Bull 2X ETF (SHPU) is down 64.6% since the beginning of the year. SHPU is currently trading at $10 per share.


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S&P 500 Index

Returns By Period


Direxion Daily SHOP Bull 2X ETF

1D
1.47%
1M
7.82%
YTD
-64.60%
6M
-68.23%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHPU Monthly Returns History

Based on dividend-adjusted daily data since Aug 6, 2025, SHPU's average daily return is -0.19%, while the average monthly return is -6.76%.

Historically, 36% of months were positive and 64% were negative. The best month was Oct 2025 with a return of +32.8%, while the worst month was Jan 2026 at -36.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SHPU closed higher 49% of trading days. The best single day was Apr 15, 2026 with a return of +16.9%, while the worst single day was May 5, 2026 at -31.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-36.14%-20.34%-6.53%1.03%-10.04%-18.09%-64.60%
2025-8.42%8.31%32.75%-19.50%2.59%8.74%

Benchmark Metrics

Direxion Daily SHOP Bull 2X ETF has an annualized alpha of -73.86%, beta of 4.39, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since August 06, 2025.

  • This ETF participated in 343.19% of S&P 500 Index downside but only -107.40% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.26 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-73.86%
Beta
4.39
0.26
Upside Capture
-107.40%
Downside Capture
343.19%

Expense Ratio

SHPU has a high expense ratio of 1.09%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Direxion Daily SHOP Bull 2X ETF (SHPU) 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.


SHPUBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

Direxion Daily SHOP Bull 2X ETF provided a 57.69% dividend yield over the last twelve months, with an annual payout of $5.93 per share.


20.05%$0.00$1.00$2.00$3.00$4.00$5.00$6.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$5.93$5.85

Dividend yield

57.69%20.05%

Monthly Dividends

The table displays the monthly dividend distributions for Direxion Daily SHOP Bull 2X ETF. 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$0.11$0.00$0.00$5.74$5.85

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 SHOP Bull 2X ETF. 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 SHOP Bull 2X ETF was 77.97%, occurring on May 13, 2026. The portfolio has not yet recovered.

The current Direxion Daily SHOP Bull 2X ETF drawdown is 72.47%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-77.97%May 2026
6mo 16d
7mo 26dOct 2025 - now
2025 bear market2025
-22.84%Aug 2025
14d1mo 2d
1mo 16dAug 2025 - Sep 2025
2025 bear market2025
-20.93%Sep 2025
3d7d
10dSep 2025 - Oct 2025
2025 correction2025
-18.32%Oct 2025
1d14d
15dOct 2025 - Oct 2025
2025 pullback2025
-4.08%Oct 2025
0s1d
1dOct 2025 - Oct 2025

Drawdown Indicators


SHPUBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-77.97%

-56.78%

-21.19%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

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

-72.47%

-2.49%

-69.98%

Average Drawdown

Average peak-to-trough decline

-38.29%

-10.72%

-27.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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