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Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares

UBOT
ETF · Currency in USD
ISIN
US25460E5134
CUSIP
25460E513
Issuer
Direxion
Inception Date
Apr 19, 2018
Region
Developed Markets (Broad)
Category
Leveraged Equities
Leveraged
3x
Expense Ratio
1.29%
Index Tracked
Indxx Global Robotics & Artificial Intelligence Thematic Index (300%)
ETF Home Page
www.direxion.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

UBOTPrice Chart


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S&P 500

UBOTPerformance

The chart shows the growth of $10,000 invested in Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares on Apr 20, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,492 for a total return of roughly 4.92%. All prices are adjusted for splits and dividends.


UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares)
Benchmark (S&P 500)

UBOTReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M15.37%
YTD8.21%
6M9.60%
1Y130.80%
5Y1.53%
10Y1.53%

UBOTMonthly Returns Heatmap


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UBOTSharpe 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 Robotics, Artificial Intelligence & Automation Index Bull 3X Shares Sharpe ratio is 3.35. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares)
Benchmark (S&P 500)

UBOTDividends

Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares granted a 14.63% dividend yield in the last twelve months, as of Jun 12, 2021. The annual payout for that period amounted to $6.42 per share.


PeriodTTM202020192018
Dividend$6.42$6.42$0.15$0.05

Dividend yield

14.63%15.83%0.56%0.33%

UBOTDrawdowns Chart

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


UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares)
Benchmark (S&P 500)

UBOTWorst Drawdowns

The table below shows the maximum drawdowns of the Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X 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 Robotics, Artificial Intelligence & Automation Index Bull 3X Shares is 86.01%, recorded on Mar 18, 2020. It took 204 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.01%Apr 20, 2018481Mar 18, 2020204Jan 7, 2021685
-25.79%Feb 16, 202161May 12, 2021
-9.48%Jan 21, 20217Jan 29, 20217Feb 9, 202114
-3.84%Jan 15, 20211Jan 15, 20212Jan 20, 20213
-0.52%Jan 11, 20211Jan 11, 20211Jan 12, 20212
0%Jan 1, 19700Jan 1, 1970
0%Jan 1, 19700Jan 1, 1970
0%Jan 1, 19700Jan 1, 1970
0%Jan 1, 19700Jan 1, 1970
0%Jan 1, 19700Jan 1, 1970

UBOTVolatility Chart

Current Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares volatility is 21.02%. 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.


UBOT (Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares)
Benchmark (S&P 500)

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