SPUUDirexion Daily S&P 500 Bull 2X Shares

Take a bet12y track recordRanked #81 of 995 in this goal

Seeks daily investment results of 200% of the daily performance of the Index.

By Direxion Funds · Launched 2014

Annual Cost

0.60%

#3,337 of 6,040 · average

Fund Size

$288M

#2,130 of 6,040 · mid-size

Return (1Y)

+27.8%

Track Record

12 years

#1,182 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,406+24.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Leveraged

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

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

DREYFUS GOVERNMENT CASH MANAGE

7.7%

NVIDIA Corp.

7.2%

Apple Inc.

5.9%

Microsoft Corp.

4.5%

Amazon.com, Inc.

3.8%

N/A

3.5%

Alphabet Inc.

3.3%

Broadcom Inc

2.9%

Alphabet Inc.

2.6%

META PLATFORMS INC

2.0%

Asset allocation

Other

54.9%

Stocks

45.1%

By sector

Technology

38.7%

Financial Services

12.1%

Communication

9.5%

Consumer Cyclical

9.3%

Healthcare

9.3%

Industrials

7.8%

Consumer Defensive

4.5%

Energy

3.5%

Other

5.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

25.8%High

Year-on-year price swings

Max drawdown

-59.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.04Strong risk-adjusted returns

Sortino (3Y)

1.51Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks daily investment results of 200% of the daily performance of the Index.
Strategy: Invests primarily in large-cap U.S. stocks to achieve 200% daily leveraged exposure to the Index. The Fund is non-diversified and rebalances daily to maintain its investment objective, which may lead to high portfolio turnover.
Inception date: May 28, 2014
Fund family: Direxion Funds