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TNA: Direxion Daily Small Cap Bull 3X Shares (ETF)
Basic Info 62.29 7.42(10.64%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/19/2008 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 0.92% |
| Expenses | 1.08% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -9.3 | 36.8 | 105.8 | 26.9 | -7.5 | 14.8 | 13.8 | 20.2 | 9.8 | 7.2 | 26.3 | -62.5 | 27.9 | -7.8 | 71.9 | -39.9 | 178.3 | 59.2 | -21.5 | 5.2 | 146.5 | 42.6 | -38.1 | 69.8 | 42.4 | 40.9 |
| Sharpe Ratio | NA | 1.7 | 1.78 | 0.37 | -0.15 | 0.18 | NA | 0.26 | 0.1 | 0.06 | 0.38 | -0.76 | 0.42 | -0.06 | 1.46 | -0.77 | 2.26 | 1.08 | -0.44 | 0.11 | 3.34 | 0.87 | -0.39 | 0.95 | 0.42 | 9.6 |
| Draw Down(%) | NA | 32.5 | 32.5 | 65.8 | 82.4 | 88.1 | NA | 88.1 | 58.8 | 29.0 | 51.9 | 67.5 | 34.1 | 85.2 | 30.0 | 63.3 | 18.4 | 42.0 | 42.8 | 35.8 | 16.0 | 35.2 | 70.6 | 53.5 | 73.1 | 35.1 |
| Standard Deviation(%) | NA | 61.9 | 58.1 | 63.3 | 67.5 | 73.3 | NA | 73.4 | 68.3 | 62.1 | 59.7 | 84.3 | 65.7 | 125.4 | 48.3 | 53.6 | 79.2 | 54.6 | 49.1 | 47.9 | 43.9 | 49.3 | 97.0 | 73.4 | 102.0 | 217.1 |
| Treynor Ratio | NA | 0.27 | 0.26 | 0.07 | -0.03 | 0.04 | NA | 0.06 | 0.02 | 0.01 | 0.06 | -0.2 | 0.07 | -0.03 | 0.21 | -0.15 | 0.4 | 0.16 | -0.08 | 0.01 | 0.41 | 0.12 | -0.1 | 0.18 | 0.12 | 5.94 |
| Alpha | NA | 0.09 | 0.02 | -0.08 | -0.1 | -0.03 | NA | -0.03 | -0.08 | -0.19 | -0.15 | -0.02 | -0.2 | -0.02 | -0.1 | -0.1 | 0.22 | 0.07 | -0.08 | -0.12 | 0.0 | -0.03 | -0.08 | 0.08 | -0.04 | 0.42 |
| Beta | NA | 3.85 | 3.92 | 3.42 | 3.37 | 3.26 | NA | 3.41 | 3.19 | 3.61 | 3.61 | 3.24 | 3.75 | 3.11 | 3.37 | 2.78 | 4.48 | 3.68 | 2.8 | 3.49 | 3.53 | 3.53 | 3.95 | 3.8 | 3.54 | 3.51 |
| RSquared | NA | 0.75 | 0.67 | 0.65 | 0.72 | 0.61 | NA | 0.71 | 0.77 | 0.54 | 0.62 | 0.87 | 0.56 | 0.82 | 0.76 | 0.8 | 0.08 | 0.79 | 0.79 | 0.69 | 0.8 | 0.83 | 0.92 | 0.88 | 0.89 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 1.0 | 1.6 | 0.1 | 0.1 | 0.0 | 0.7 | 0.2 | 0.2 | 0.0 | 0.0 | 0.6 | 3.4 | 0.0 | 0.0 | 0.2 | 13.3 | 0.2 |
| Dividend Growth(%) | N/A | -94.4 | N/A | N/A | N/A | N/A | N/A | N/A | -8.5 | -22.6 | 406.1 | 98.0 | 138.1 | -93.4 | 111.3 | 41.5 | N/A | N/A | -100.0 | -59.6 | N/A | N/A | -100.0 | -97.7 | 11261.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2008
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