SOXL:ARCA-Direxion Daily Semiconductor Bull 3x Shares

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 97.49

Change

0.00 (0.00)%

Market Cap

USD 0.13B

Volume

1.05M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the PHLX Semiconductor Sector Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the PHLX Semiconductor Sector Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index measures the performance of the semiconductor subsector of the U.S. equity market. The fund is non-diversified.

Inception Date: 11/03/2010

Primary Benchmark: PHLX Semiconductor Sector TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 1.0%

Management Expense Ratio: 1.10 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-20 )

Largest Industry Peers for Trading--Leveraged Equity

Symbol Name Mer Price(Change) Market Cap
QLD ProShares Ultra QQQ 0.95 %

-0.98 (-1.22%)

USD 5.97B
SSO ProShares Ultra S&P500 0.90 %

-0.33 (-0.47%)

USD 4.66B
FNGU MicroSectors FANG+ Index 3X Le.. 0.00 %

-7.19 (-2.42%)

USD 4.21B
SPXL Direxion Daily S&P500® Bull 3.. 1.00 %

-0.82 (-0.70%)

USD 4.15B
TECL Direxion Daily Technology Bull.. 1.17 %

-2.44 (-3.54%)

USD 3.23B
UPRO ProShares UltraPro S&P500 0.92 %

-0.48 (-0.78%)

USD 2.95B
FAS Direxion Daily Financial Bull .. 1.04 %

+0.93 (+1.00%)

USD 2.45B
TNA Direxion Daily Small Cap Bull .. 1.10 %

-0.20 (-0.61%)

USD 2.23B
LABU Direxion Daily S&P Biotech Bul.. 1.14 %

-3.98 (-4.33%)

USD 1.24B
YINN Direxion Daily FTSE China Bull.. 1.02 %

+0.91 (+5.08%)

USD 0.96B

ETFs Containing SOXL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Leveraged Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.01% 50% F 89% A-
Dividend Return N/A N/A N/A N/A F
Total Return 17.01% 50% F 88% B+
Trailing 12 Months  
Capital Gain -45.57% 21% F 5% F
Dividend Return 0.61% 59% D- 8% B-
Total Return -44.96% 21% F 5% F
Trailing 5 Years  
Capital Gain 459.80% 98% N/A 99% N/A
Dividend Return 22.81% 89% A- 68% D+
Total Return 482.61% 98% N/A 99% N/A
Average Annual (5 Year Horizon)  
Capital Gain 77.06% 99% N/A 99% N/A
Dividend Return 79.50% 99% N/A 99% N/A
Total Return 2.44% 77% C+ 49% F
Risk Return Profile  
Volatility (Standard Deviation) 93.61% 4% F 2% F
Risk Adjusted Return 84.93% 83% B 78% C+
Market Capitalization 0.13B 92% A 47% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.