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ERX: Direxion Daily Energy Bull 2X Shares (ETF)
Basic Info 89.26 3.43(3.70%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 11/19/2008 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 3.09% |
| Expenses | 0.93% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | 60.7 | 91.3 | 22.1 | 28.2 | -27.9 | -24.4 | -18.3 | 2.8 | 1.1 | -12.3 | 130.6 | 111.9 | -99.2 | 17.1 | -55.9 | -11.6 | 70.3 | -61.3 | -32.7 | 85.4 | 3.5 | -19.8 | 48.9 | 14.5 | -4.9 |
| Sharpe Ratio | NA | 3.75 | 1.91 | 0.42 | 0.52 | -0.29 | NA | -0.2 | 0.0 | -0.07 | -0.35 | 1.83 | 1.88 | -0.35 | 0.27 | -0.85 | -0.31 | 0.96 | -0.82 | -0.59 | 1.97 | 0.06 | -0.21 | 0.72 | 0.15 | -0.15 |
| Draw Down(%) | NA | 23.3 | 23.3 | 42.3 | 46.9 | 99.9 | NA | 100.0 | 35.3 | 30.6 | 34.0 | 46.9 | 33.9 | 99.7 | 48.3 | 70.4 | 47.7 | 39.0 | 67.3 | 64.6 | 20.9 | 46.3 | 69.5 | 51.9 | 63.6 | 40.1 |
| Standard Deviation(%) | NA | 49.0 | 41.2 | 43.4 | 52.5 | 104.9 | NA | 94.2 | 49.8 | 35.7 | 46.0 | 71.2 | 59.6 | 286.2 | 57.6 | 67.6 | 40.2 | 73.2 | 74.8 | 55.9 | 43.4 | 53.2 | 93.0 | 67.5 | 98.7 | 236.1 |
| Treynor Ratio | NA | -1.78 | -3.02 | 0.17 | 0.22 | -0.13 | NA | -0.07 | 0.0 | -0.03 | -0.12 | 1.01 | 0.54 | -0.31 | 0.05 | -0.2 | -0.05 | 0.17 | -0.18 | -0.1 | 0.26 | 0.01 | -0.05 | 0.14 | 0.04 | -0.1 |
| Alpha | NA | 0.56 | 0.29 | 0.02 | 0.09 | -0.11 | NA | -0.11 | -0.05 | -0.05 | -0.14 | 0.52 | 0.15 | -1.12 | -0.21 | -0.19 | -0.22 | 0.13 | -0.3 | -0.27 | -0.09 | -0.16 | 0.01 | 0.04 | -0.1 | -0.84 |
| Beta | NA | -1.03 | -0.26 | 1.06 | 1.27 | 2.27 | NA | 2.81 | 1.61 | 0.83 | 1.35 | 1.29 | 2.08 | 3.17 | 3.17 | 2.91 | 2.56 | 4.01 | 3.47 | 3.33 | 3.27 | 3.65 | 3.62 | 3.47 | 3.23 | 3.51 |
| RSquared | NA | 0.08 | 0.01 | 0.13 | 0.17 | 0.3 | NA | 0.47 | 0.39 | 0.09 | 0.15 | 0.19 | 0.21 | 0.41 | 0.47 | 0.55 | 0.18 | 0.51 | 0.52 | 0.48 | 0.71 | 0.77 | 0.85 | 0.86 | 0.81 | 0.78 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 2.8 | 2.9 | 4.7 | 4.4 | 0.2 | 1.7 | 1.3 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 10.9 | 0.0 |
| Dividend Growth(%) | N/A | -63.5 | N/A | N/A | N/A | N/A | N/A | N/A | -13.4 | -8.9 | 20.9 | 132.2 | 89.9 | -87.7 | -41.9 | 57.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -91.7 | 60850.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2008
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