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
TZA: Direxion Daily Small Cap Bear 3X Shares (ETF)
Basic Info 4.7 0.45(10.59%) June 05
| Asset Class: | Trading-Inverse Equity |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 11/19/2008 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 1.60% |
| Expenses | 1.04% |
| Sign up to get fund ranking change alerts | |
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(%) | 8.5 | -36.2 | -63.4 | -44.2 | -29.1 | -32.8 | -42.0 | -49.6 | -43.2 | -33.5 | -41.2 | 30.2 | -50.8 | -80.4 | 133.2 | 25.1 | -38.2 | -55.9 | -76.6 | -29.3 | -68.6 | -49.0 | -43.5 | -68.3 | -79.4 | -59.1 |
| Sharpe Ratio | NA | -1.09 | -1.13 | -0.74 | -0.47 | -0.4 | NA | -0.58 | -0.67 | -0.64 | -0.75 | 0.34 | -0.77 | -0.68 | 0.8 | 0.45 | -1.11 | -1.04 | -0.52 | -0.61 | -1.6 | -1.0 | -0.45 | -0.93 | -0.76 | -0.48 |
| Draw Down(%) | NA | 45.8 | 66.9 | 88.2 | 90.7 | 99.4 | NA | 100.0 | 72.2 | 56.4 | 52.6 | 48.2 | 61.4 | 93.7 | 46.3 | 43.4 | 40.9 | 73.7 | 82.7 | 41.6 | 68.6 | 49.2 | 60.1 | 73.4 | 91.7 | 65.9 |
| Standard Deviation(%) | NA | 62.0 | 58.5 | 64.2 | 68.1 | 85.0 | NA | 86.9 | 69.9 | 62.7 | 61.0 | 84.3 | 66.2 | 119.0 | 164.7 | 53.0 | 35.2 | 54.2 | 146.5 | 47.7 | 42.9 | 49.5 | 96.7 | 73.6 | 105.3 | 206.6 |
| Treynor Ratio | NA | 0.18 | 0.17 | 0.14 | 0.09 | 0.11 | NA | 0.15 | 0.15 | 0.11 | 0.13 | -0.09 | 0.13 | 0.25 | -0.6 | -0.09 | 0.09 | 0.15 | 0.27 | 0.08 | 0.2 | 0.14 | 0.11 | 0.18 | 0.22 | 0.28 |
| Alpha | NA | -0.09 | -0.02 | 0.07 | 0.1 | 0.2 | NA | 0.1 | 0.07 | 0.15 | 0.13 | 0.0 | 0.19 | -0.07 | 1.5 | 0.09 | 0.16 | -0.09 | -0.25 | 0.09 | -0.03 | 0.0 | 0.03 | -0.12 | -0.02 | -0.62 |
| Beta | NA | -3.85 | -3.91 | -3.43 | -3.38 | -3.23 | NA | -3.4 | -3.19 | -3.65 | -3.63 | -3.24 | -3.77 | -3.19 | -2.19 | -2.79 | -4.26 | -3.67 | -2.88 | -3.5 | -3.47 | -3.54 | -3.96 | -3.8 | -3.59 | -3.59 |
| RSquared | NA | 0.75 | 0.68 | 0.65 | 0.72 | 0.18 | NA | 0.29 | 0.77 | 0.55 | 0.62 | 0.87 | 0.56 | 0.83 | 0.01 | 0.8 | 0.65 | 0.78 | 0.25 | 0.69 | 0.8 | 0.83 | 0.92 | 0.88 | 0.89 | 0.93 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.1 | 0.0 | 0.0 | 0.2 | 0.6 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -36.1 | N/A | N/A | -100.0 | -81.3 | -7.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2008
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-Inverse Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Inverse Equity
Best Mutual Funds
- RYCWX (INVERSE DOW 2X STRATEGY FUND H) 0.53% (36%)
- RYIDX (Rydex Dynamic Fds Inverse Down 2X Strategy Fd) 0.52% (35%)
- RYWZX (INVERSE EMERGING MARKETS 2X STRATEGY FUND CLASS C) 4.64% (7%)
Best ETFs
- DOG (ProShares Short Dow30) (100%)
- DUG (ProShares UltraShort Energy) (98%)
- EEV (ProShares UltraShort MSCI Emerging Markets) (95%)
- EFU (ProShares UltraShort MSCI EAFE) (93%)
- EFZ (ProShares Short MSCI EAFE) (91%)
- ERY (Direxion Daily Energy Bear 2X Shares) (89%)
- EUM (ProShares Short MSCI Emerging Markets) (87%)
- FAZ (Direxion Daily Financial Bear 3X Shares) (84%)
- FXP (ProShares UltraShort FTSE China 50) (82%)
- MYY (ProShares Short S&P Mid Cap400) (80%)
Latest Articles Related to TZA
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
