It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FAS: Direxion Daily Financial Bull 3X Shares (ETF)
Basic Info 136.82 0.47(0.34%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/19/2008 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 9.00% |
| Expenses | 0.94% |
| Sign up to get fund ranking change alerts | |
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(%) | 3.7 | -18.3 | -2.5 | 37.7 | 4.9 | 19.1 | 20.1 | 14.6 | 21.5 | 84.5 | 14.9 | -43.2 | 116.6 | -35.0 | 113.1 | -33.8 | 67.4 | 40.7 | -8.5 | 40.8 | 125.9 | 84.9 | -53.4 | 13.0 | -41.5 | 21.7 |
| Sharpe Ratio | NA | -0.97 | -0.23 | 0.74 | 0.03 | 0.27 | NA | 0.18 | 0.32 | 1.95 | 0.23 | -0.61 | 2.13 | -0.28 | 2.99 | -0.7 | 2.36 | 0.81 | -0.18 | 1.13 | 3.16 | 1.79 | -0.57 | 0.18 | -0.25 | 1.7 |
| Draw Down(%) | NA | 40.9 | 40.9 | 43.1 | 66.9 | 86.0 | NA | 91.6 | 43.1 | 20.8 | 45.2 | 64.9 | 24.3 | 86.0 | 19.7 | 53.7 | 18.2 | 43.0 | 32.3 | 19.6 | 19.1 | 39.0 | 72.7 | 55.3 | 89.9 | 43.0 |
| Standard Deviation(%) | NA | 48.4 | 43.0 | 47.9 | 55.7 | 62.4 | NA | 75.0 | 58.0 | 41.4 | 49.1 | 73.5 | 54.8 | 127.6 | 37.4 | 50.6 | 28.4 | 50.0 | 49.0 | 36.2 | 39.8 | 47.8 | 93.8 | 71.5 | 167.3 | 286.0 |
| Treynor Ratio | NA | -0.2 | -0.04 | 0.15 | 0.01 | 0.06 | NA | 0.04 | 0.07 | 0.39 | 0.04 | -0.16 | 0.4 | -0.11 | 0.41 | -0.13 | 0.2 | 0.12 | -0.03 | 0.14 | 0.37 | 0.25 | -0.14 | 0.04 | -0.08 | 1.1 |
| Alpha | NA | -0.42 | -0.23 | -0.02 | -0.06 | -0.03 | NA | -0.05 | -0.02 | 0.1 | -0.15 | 0.08 | 0.07 | -0.16 | 0.03 | -0.07 | -0.04 | 0.02 | -0.02 | 0.01 | -0.03 | 0.08 | -0.2 | -0.08 | -0.26 | 0.07 |
| Beta | NA | 2.3 | 2.32 | 2.42 | 2.66 | 2.92 | NA | 3.48 | 2.55 | 2.09 | 2.95 | 2.75 | 2.91 | 3.27 | 2.75 | 2.73 | 3.43 | 3.48 | 2.97 | 2.94 | 3.41 | 3.45 | 3.78 | 3.69 | 5.5 | 4.41 |
| RSquared | NA | 0.42 | 0.42 | 0.57 | 0.66 | 0.74 | NA | 0.76 | 0.7 | 0.4 | 0.64 | 0.82 | 0.48 | 0.84 | 0.85 | 0.87 | 0.65 | 0.84 | 0.89 | 0.86 | 0.89 | 0.84 | 0.91 | 0.88 | 0.81 | 0.87 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 9.2 | 1.4 | 2.0 | 0.5 | 1.3 | 0.3 | 1.3 | 0.9 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.2 | 0.2 |
| Dividend Growth(%) | N/A | -95.6 | N/A | N/A | N/A | N/A | N/A | N/A | 1111.5 | -22.0 | 118.0 | -14.1 | 174.0 | -51.1 | -8.9 | 731.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -2.9 | 28.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (77%)
Best ETFs
- ROM (ProShares Ultra Technology) (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) (97%)
- SSO (ProShares Ultra S&P 500) (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) (94%)
- LTL (ProShares Ultra Communication Services) (91%)
- RXL (ProShares Ultra Health Care) (91%)
- UCC (ProShares Ultra Consumer Discretionary) (90%)
- URE (ProShares Ultra Real Estate) (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) (62%)
