ERYDirexion Daily Energy Bear 2X Shares
Seeks daily investment results of 200% of the inverse of the daily performance of the Index.
By Direxion Funds · Launched 2008
Annual Cost
0.99%
#5,284 of 6,040 · expensive
Fund Size
$41M
#3,959 of 6,040 · mid-size
Return (1Y)
-56.1%
Track Record
17 years
#625 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$4,604-54.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Inverse
Sector
EnergyIndex tracked
Energy Select Sector Index
Holdings
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
DREYFUS GOVERNMENT CASH MANAGE
92.5%
GOLDMAN FINANCIAL
12.5%
GOLDMAN SACHS LIQ ES FD A
9.8%
N/A
1.3%
N/A
-2.2%
N/A
-5.7%
N/A
-12.8%
Asset allocation
Cash
114.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
43.7%High
Year-on-year price swings
Max drawdown
-99.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
-0.55Below average
Sortino (3Y)
-0.81Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks daily investment results of 200% of the inverse of the daily performance of the Index.
- Strategy
- Invests at least 80% of net assets in financial instruments, including swap agreements and futures contracts, to provide 2X daily inverse exposure to the energy sector Index. The Fund is non-diversified and may concentrate investments in a limited number of issuers.
- Inception date
- November 6, 2008
- Fund family
- Direxion Funds
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Data updated on 2026-09-18