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MSFDDirexion Daily MSFT Bear 1X Shares

Take a bet3y track recordRanked #313 of 775 in this goal

Seeks daily investment results of 100% of the inverse performance of MSFT.

By Direxion Funds · Launched 2022

Annual Cost

1.02%

#5,020 of 5,562 · expensive

Fund Size

$14M

#4,569 of 5,562 · small

Return (1Y)Goal

+24.3%

Track Record

3 years

#2,769 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,507+25.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Strategy

Inverse

Focus

Single Stock

What it actually holds

By weight

Concentration

Top 6 holdings = 100.9% of fundconcentrated

DREYFUS GOVERNMENT CASH MANAGE
63.3%
GOLDMAN FINANCIAL
29.7%
DREYFUS
6.2%
N/A
2.0%
N/A
0.1%
N/A
-0.4%

Asset allocation

Cash
107.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
26.0%High

Year-on-year price swings

Max drawdown
-59.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.18Below average
Sortino (3Y)
-0.26Moderate downside risk

Where to buy

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks daily investment results of 100% of the inverse performance of MSFT.
Strategy
Invests primarily in financial instruments, including swaps and options, to provide 1X daily inverse exposure to MSFT. The Fund rebalances daily to maintain this exposure, resulting in high portfolio turnover.
Inception date
September 6, 2022
Fund family
Direxion Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Inverse
Warning

Inverse ETF — daily tool only

Delivers the inverse of the benchmark's daily return. The compounding path makes multi-day holding unpredictable even when the benchmark's total move goes your way. Legitimate as a one-day hedge; dangerous as a view.

Source: Cheng & Madhavan (2009)

Why we flagged this: strategy=inverse + inverse_name_or_strategy

Single stock
Warning

Single-stock wrapper — fees without diversification

This fund wraps exposure to a single company, usually with an option overlay. You pay fund-level fees (typically 0.50–1.00% depending on the issuer) plus the wrapper's option-overlay mechanics for exposure you could get more cheaply by holding the underlying stock directly. The income is generated by capping upside.

Source: Israelov & Nielsen, 'Covered Calls Uncovered' (Financial Analysts Journal 2015)

Why we flagged this: strategy=inverse + single_stock_wrapper

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19