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Beacon

UBOTDirexion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares

Take a bet8y track recordRanked #452 of 775 in this goal

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

By Direxion Funds · Launched 2018

Annual Cost

1.32%

#5,363 of 5,562 · expensive

Fund Size

$33M

#3,935 of 5,562 · small

Return (1Y)Goal

+29.9%

Track Record

8 years

#1,734 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,346+33.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Leveraged

Index tracked

Indxx Global Robotics & Artificial Intelligence Thematic Index

What it actually holds

By weight

Concentration

Top 8 holdings = 125.4% of fundconcentrated

N/A
45.6%
DREYFUS GOVERNMENT CASH MANAGE
27.6%
N/A
15.3%
GOLDMAN FINANCIAL
13.4%
GOLDMAN SACHS LIQ ES FD A
11.3%
N/A
8.7%
N/A
2.4%
N/A
1.2%

Asset allocation

Stocks
52.6%
Cash
47.4%

By sector

Industrials
50.3%
Technology
30.8%
Healthcare
8.0%
Consumer Cyclical
6.4%
Communication
4.4%
Consumer Defensive
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
50.1%High

Year-on-year price swings

Max drawdown
-86.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.28Below average
Sortino (3Y)
0.41Moderate downside risk

Where to buy

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 stocks and depositary receipts of companies in developed markets benefiting from robotics and AI adoption. Focuses on pure-play companies generating significant revenue from industrial and non-industrial robotics applications. Uses swap agreements and futures to achieve 2X daily leveraged exposure to the Index.
Inception date
April 19, 2018
Fund family
Direxion Funds

Our take

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

Leveraged
Warning

Leveraged ETF — not a long-term hold

This fund uses leverage to amplify daily returns (e.g. 2x or 3x of an index). Daily rebalancing creates volatility decay — over weeks and months, the fund's return drifts from the stated multiple. In trending markets with low realised volatility, leveraged index ETFs can outperform their nominal multiple; in sideways or volatile markets they bleed. Designed for short-term tactical use, not buy-and-hold.

Source: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Why we flagged this: strategy=leveraged + leveraged_name_or_strategy

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