PortfoliosLab logoPortfoliosLab logo
ISIN
US25460E7114
CUSIP
25460E711
Issuer
Direxion
Inception Date
May 3, 2017
Region
North America (U.S.)
Leveraged
3x
Index Tracked
Utilities Select Sector Index (300%)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$37M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

UTSL Performance Chart

Direxion Daily Utilities Bull 3X Shares (UTSL) is up 2.7% since the beginning of the year. UTSL is currently trading at $41 per share. Investors who bought $1,000 worth of UTSL shares 5 years ago would now be looking at an investment worth $1,505.


Loading charts...

S&P 500 Index

Returns By Period

Direxion Daily Utilities Bull 3X Shares (UTSL) has returned 2.68% so far this year and 11.96% over the past 12 months.


Direxion Daily Utilities Bull 3X Shares

1D
5.67%
1M
-17.30%
YTD
2.68%
6M
-4.83%
1Y
11.96%
3Y*
21.28%
5Y*
8.52%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTSL Monthly Returns History

Based on dividend-adjusted daily data since May 3, 2017, UTSL's average daily return is +0.10%, while the average monthly return is +1.63%. At this rate, an investment would double in approximately 3.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Mar 2021 with a return of +33.7%, while the worst month was Mar 2020 at -45.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, UTSL closed higher 53% of trading days. The best single day was Mar 17, 2020 with a return of +40.7%, while the worst single day was Mar 16, 2020 at -34.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.96%31.91%-11.14%4.99%-15.74%-3.83%2.68%
20256.37%3.79%-0.80%-2.90%10.08%-0.10%13.96%-5.78%11.22%5.50%3.68%-15.54%29.03%
2024-10.17%1.21%19.26%3.29%27.42%-16.67%19.47%13.36%19.41%-4.75%9.83%-23.35%54.24%
2023-7.36%-17.92%12.37%4.40%-17.64%3.16%6.06%-18.81%-17.57%0.95%14.40%3.73%-35.55%
2022-10.02%-6.45%32.98%-13.23%12.47%-16.09%15.42%0.57%-31.91%2.17%19.88%-3.16%-14.06%
2021-4.00%-17.53%33.66%12.37%-7.61%-7.01%12.31%11.99%-18.01%13.83%-5.64%30.91%48.16%

Benchmark Metrics

Direxion Daily Utilities Bull 3X Shares has an annualized alpha of -0.57%, beta of 1.80, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since May 04, 2017.

  • This ETF participated in 151.02% of S&P 500 Index downside but only 138.21% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.32 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
-0.57%
Beta
1.80
0.32
Upside Capture
138.21%
Downside Capture
151.02%

Expense Ratio

UTSL has a high expense ratio of 0.99%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

UTSL ranks 13 for risk / return — in the bottom 13% 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.


UTSL Risk / Return Rank: 1313
Overall Rank
UTSL Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
UTSL Sortino Ratio Rank: 1414
Sortino Ratio Rank
UTSL Omega Ratio Rank: 1414
Omega Ratio Rank
UTSL Calmar Ratio Rank: 1414
Calmar Ratio Rank
UTSL Martin Ratio Rank: 1313
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 Utilities Bull 3X Shares (UTSL) and compare them to S&P 500 Index.


UTSLBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.28

2.39

-2.11

Sortino ratio

Return per unit of downside risk

0.66

3.25

-2.59

Omega ratio

Gain probability vs. loss probability

1.08

1.43

-0.35

Calmar ratio

Return relative to maximum drawdown

0.42

3.11

-2.69

Martin ratio

Return relative to average drawdown

0.91

14.38

-13.48

Dividends

Dividend History

Direxion Daily Utilities Bull 3X Shares provided a 1.77% dividend yield over the last twelve months, with an annual payout of $0.73 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.73$0.69$0.52$0.76$0.39$0.48$0.38$2.28$0.39$0.16

Dividend yield

1.77%1.69%1.61%3.61%1.15%1.19%1.40%5.01%1.46%0.57%

Monthly Dividends

The table displays the monthly dividend distributions for Direxion Daily Utilities Bull 3X 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$0.26$0.00$0.00$0.00$0.26
2025$0.00$0.00$0.21$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.14$0.69
2024$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.00$0.09$0.00$0.00$0.10$0.52
2023$0.00$0.00$0.31$0.00$0.00$0.12$0.00$0.00$0.14$0.00$0.00$0.19$0.76
2022$0.00$0.00$0.09$0.00$0.00$0.13$0.00$0.00$0.16$0.00$0.00$0.02$0.39
2021$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.21$0.48

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Direxion Daily Utilities 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 Daily Utilities Bull 3X Shares was 79.55%, occurring on Mar 23, 2020. Recovery took 1488 trading sessions.

The current Direxion Daily Utilities Bull 3X Shares drawdown is 24.40%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-79.55%Mar 2020
1mo 3d5y 11mo
6y 7dFeb 2020 - Feb 2026
2018 bear market2018
-41.00%Feb 2018
2mo 25d1y 28d
1y 3moNov 2017 - Mar 2019
2026 bear market2026
-28.45%Jun 2026
3mo 1d
3mo 3dMar 2026 - now
2019 correction2019
-16.80%Nov 2019
1mo 15d2mo 5d
3mo 20dSep 2019 - Jan 2020
2017 correction2017
-15.14%Jul 2017
22d1mo 5d
1mo 27dJun 2017 - Aug 2017

Drawdown Indicators


UTSLBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-79.55%

-56.78%

-22.77%

Max Drawdown (1Y)

Largest decline over 1 year

-28.45%

-9.10%

-19.35%

Max Drawdown (3Y)

Largest decline over 3 years

-46.22%

-18.90%

-27.32%

Max Drawdown (5Y)

Largest decline over 5 years

-68.01%

-25.43%

-42.58%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-24.40%

0.00%

-24.40%

Average Drawdown

Average peak-to-trough decline

-33.24%

-10.72%

-22.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.24%

1.97%

+11.27%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with UTSL

Add Direxion Daily Utilities Bull 3X Shares to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with UTSL