SPXLDirexion Daily S&P500 Bull 3X Shares

Take a bet17y track recordRanked #21 of 995 in this goal

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

By Direxion Funds · Launched 2008

Annual Cost

0.84%

#4,582 of 6,040 · expensive

Fund Size

$7.0B

#379 of 6,040 · large

Return (1Y)

+37.4%

Track Record

17 years

#620 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,200+32.0%

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

17.2%

NVIDIA Corp.

5.5%

Apple Inc.

4.5%

GOLDMAN FINANCIAL

4.3%

Microsoft Corp.

3.5%

N/A

3.0%

Amazon.com, Inc.

3.0%

DREYFUS GOVERNMENT CASH MANAGE

2.7%

Alphabet Inc.

2.6%

Broadcom Inc

2.3%

Asset allocation

Other

73.3%

Stocks

23.3%

Cash

3.4%

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)

38.6%High

Year-on-year price swings

Max drawdown

-76.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.01Strong risk-adjusted returns

Sortino (3Y)

1.48Good downside protection

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 large-cap U.S. stocks, aiming for 300% daily leveraged exposure to the Index. The Fund employs daily rebalancing and may use derivatives like swaps and futures to achieve its investment objective.
Inception date: November 5, 2008
Fund family: Direxion Funds