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RETLDirexion Daily Retail Bull 3X Shares

Take a bet16y track recordRanked #196 of 995 in this goal

Seeks daily investment results of 300% of the daily performance of the Index.

By Direxion Funds · Launched 2010

Annual Cost

0.96%

#5,141 of 6,040 · expensive

Fund Size

$25M

#4,398 of 6,040 · small

Return (1Y)

-30.3%

Track Record

16 years

#788 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$6,680-33.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Leveraged

Index tracked

S&P Retail Select Industry Index

Holdings

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

DREYFUS GOVERNMENT CASH MANAGE
14.9%
GOLDMAN FINANCIAL
11.4%
GOLDMAN SACHS LIQ ES FD A
7.6%
N/A
3.6%
Murphy USA Inc.
1.3%
SONIC AUTOMOTIVE INC
1.3%
CARVANA COMPANY
1.3%
Grocery Outlet Holding Corp.
1.3%
Amazon.com, Inc.
1.2%
Etsy Inc
1.2%

Asset allocation

Other
71.4%
Stocks
21.6%
Cash
7.0%

By sector

Consumer Cyclical
76.5%
Consumer Defensive
19.3%
Communication
1.4%
Technology
1.4%
Healthcare
1.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
61.1%High

Year-on-year price swings

Max drawdown
-92.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.56Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks daily investment results of 300% of the daily performance of the Index.
Strategy
Invests primarily in stocks of the retail sub-industry within the S&P Total Market Index, using derivatives like swaps and futures to achieve 3X daily leveraged exposure. The Fund is non-diversified and rebalances daily to maintain its investment objective.
Inception date
July 14, 2010
Fund family
Direxion Funds

Next steps

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Data updated on 2026-09-18