BRKUDirexion Daily BRKB Bull 2X Shares
Seeks daily investment results of 200% of the daily performance of BRK.B.
By Direxion Funds · Launched 2024
Annual Cost
1.02%
#5,438 of 6,040 · expensive
Fund Size
$41M
#3,964 of 6,040 · mid-size
Return (1Y)
-4.5%
Track Record
1 year
#3,920 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,482-5.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityStrategy
Leveraged
Holdings
By weightConcentration
single-stock exposure — holdings shown are derivatives collateral, not the fund's position
DREYFUS
41.1%
Berkshire Hathaway Inc.
21.9%
DREYFUS GOVERNMENT CASH MANAGE
18.4%
GOLDMAN SACHS LIQ ES FD A
14.3%
GOLDMAN FINANCIAL
7.5%
N/A
-0.2%
N/A
-1.2%
N/A
-1.6%
N/A
-3.2%
Asset allocation
Other
66.5%
Cash
29.1%
Stocks
4.3%
By sector
Financial Services
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
28.3%High
Year-on-year price swings
Max drawdown
-35.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks daily investment results of 200% of the daily performance of BRK.B.
- Strategy
- Invests at least 80% of net assets in securities of BRK.B and financial instruments to provide 2X daily leveraged exposure. Concentrated in the financial sector, the Fund rebalances daily to maintain its investment objective.
- Inception date
- December 10, 2024
- Fund family
- Direxion Funds
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18