- ISIN
- US25460E5134
- CUSIP
- 25460E513
- Issuer
- Direxion
- Inception Date
- Apr 19, 2018
- Region
- Developed Markets (Broad)
- Category
- Robotics, Technology Equities
- Leveraged
- 3x
- Index Tracked
- Indxx Global Robotics & Artificial Intelligence Thematic Index (300%)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $30M
Share Price Chart
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Performance
UBOT Performance Chart
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) is down 1.4% since the beginning of the year. UBOT is currently trading at $25 per share. Investors who bought $1,000 worth of UBOT shares 5 years ago would now be looking at an investment worth $610.
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Returns By Period
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) has returned -1.41% so far this year and 29.38% over the past 12 months.
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares
- 1D
- -0.59%
- 1M
- -15.86%
- YTD
- -1.41%
- 6M
- -1.92%
- 1Y
- 29.38%
- 3Y*
- 3.57%
- 5Y*
- -9.40%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.50%
- 1M
- 0.31%
- YTD
- 8.56%
- 6M
- 8.85%
- 1Y
- 24.33%
- 3Y*
- 19.37%
- 5Y*
- 11.84%
- 10Y*
- 13.61%
UBOT Monthly Returns History
Based on dividend-adjusted daily data since Apr 19, 2018, UBOT's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.
Historically, 53% of months were positive and 47% were negative. The best month was May 2020 with a return of +43.0%, while the worst month was Mar 2020 at -44.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.
On a daily basis, UBOT closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +36.6%, while the worst single day was Mar 16, 2020 at -32.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.15% | 8.34% | -28.67% | 32.18% | 8.36% | -15.30% | -1.41% | ||||||
| 2025 | 6.90% | -7.91% | -21.96% | -2.86% | 16.61% | 11.05% | 3.89% | -0.58% | 10.87% | 12.63% | -14.37% | 6.25% | 13.42% |
| 2024 | -0.27% | 17.69% | 3.47% | -13.04% | 5.38% | -0.13% | -1.51% | 3.57% | 2.29% | -2.92% | 9.36% | -9.04% | 12.02% |
| 2023 | 32.86% | -2.32% | 15.28% | -5.15% | 19.18% | 10.74% | 1.38% | -16.37% | -15.58% | -16.32% | 34.10% | 14.73% | 72.59% |
| 2022 | -32.65% | -1.57% | -4.74% | -33.67% | -1.86% | -28.56% | 21.59% | -17.03% | -24.05% | 16.40% | 15.49% | -8.94% | -72.45% |
| 2021 | 4.75% | -2.49% | -3.98% | 6.89% | -1.32% | 4.20% | -5.79% | 16.19% | -1.76% | 6.04% | -7.77% | -3.17% | 9.78% |
Benchmark Metrics
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares has an annualized alpha of -22.53%, beta of 2.81, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since April 19, 2018.
- This ETF captured 296.05% of S&P 500 Index gains and 216.96% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF had an annualized alpha of -22.53% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Beta of 2.81 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- -22.53%
- Beta
- 2.81
- R²
- 0.73
- Upside Capture
- 296.05%
- Downside Capture
- 216.96%
Expense Ratio
UBOT has a high expense ratio of 1.29%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
UBOT ranks 19 for risk / return — in the bottom 19% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares (UBOT) 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.
| UBOT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.34 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.53 | -1.83 |
| Martin ratioReturn relative to average drawdown | 2.14 | 11.37 | -9.23 |
Dividends
Dividend History
Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares provided a 0.94% dividend yield over the last twelve months, with an annual payout of $0.24 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.24 | $0.20 | $0.33 | $0.13 | $0.00 | $0.98 | $6.42 | $0.14 | $0.05 |
Dividend yield | 0.94% | 0.78% | 1.45% | 0.65% | 0.00% | 2.25% | 15.83% | 0.55% | 0.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.20 |
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.13 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
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 Robotics, Artificial Intelligence & Automation Index Bull 3X 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 Robotics, Artificial Intelligence & Automation Index Bull 3X Shares was 86.24%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.
The current Direxion Robotics, Artificial Intelligence & Automation Index Bull 3X Shares drawdown is 52.26%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -86.24%Mar 2020 | 1y 11mo | 9mo 25d | 2y 8moApr 2018 - Jan 2021 |
Bear market2022 | -82.90%Oct 2022 | 11mo 9d | — | 4y 7moNov 2021 - now |
2021 bear market2021 | -25.79%May 2021 | 2mo 25d | 3mo 22d | 6mo 17dFeb 2021 - Sep 2021 |
2021 bear market2021 | -22.46%Oct 2021 | 10d | 1mo 1d | 1mo 11dSep 2021 - Nov 2021 |
2021 pullback2021 | -9.48%Jan 2021 | 8d | 11d | 19dJan 2021 - Feb 2021 |
Drawdown Indicators
| UBOT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.24% | -56.78% | -29.46% |
Max Drawdown (1Y)Largest decline over 1 year | -35.90% | -9.10% | -26.80% |
Max Drawdown (3Y)Largest decline over 3 years | -51.64% | -18.90% | -32.74% |
Max Drawdown (5Y)Largest decline over 5 years | -82.90% | -25.43% | -57.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -52.26% | -2.34% | -49.92% |
Average DrawdownAverage peak-to-trough decline | -49.81% | -10.72% | -39.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.67% | 2.02% | +9.65% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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