UTSLDirexion Daily Utilities Bull 3X Shares
Seeks daily investment results of 300% of the daily performance of the Index.
By Direxion Funds · Launched 2017
Annual Cost
0.97%
#5,177 of 6,040 · expensive
Fund Size
$43M
#3,902 of 6,040 · mid-size
Return (1Y)
-11.1%
Track Record
9 years
#1,538 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$8,416-15.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Sector
UtilitiesIndex tracked
Utilities Select Sector Index
Holdings
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
DREYFUS GOVERNMENT CASH MANAGE
26.4%
N/A
11.4%
NextEra Energy Inc
8.7%
DREYFUS
5.6%
SOUTHERN COMPANY (THE)
4.5%
Duke Energy Corp
4.3%
CONSTELLATION ENERGY CORP
4.2%
AMERICAN ELECTRIC POWER COMPANY INC
3.2%
N/A
2.7%
SEMPRA
2.7%
Asset allocation
Other
68.4%
Stocks
22.5%
Cash
9.1%
By sector
Utilities
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
45.2%High
Year-on-year price swings
Max drawdown
-79.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.50Decent risk-adjusted returns
Sortino (3Y)
0.70Moderate 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 at least 80% of net assets in financial instruments and securities of the Index to achieve 3X daily leveraged exposure. Concentrates in the utilities sector, including electric and gas utilities, using swaps and futures for leveraged results.
- Inception date
- May 3, 2017
- Fund family
- Direxion Funds
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Data updated on 2026-09-18