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DRV: Direxion Daily Real Estate Bear 3X Shares (ETF)
Basic Info 44.38 0.05(0.11%) April 26
Asset Class: | Trading-Inverse Equity |
MyPlanIQ Rating: | (40%) |
Start Date: | 07/16/2009 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 4.53% |
Expenses | 1.08% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/16/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.5 | 30.4 | -11.6 | 96.0 | 6.4 | -14.2 | -35.3 | -33.7 | 68.5 | 212.3 | -60.5 | -51.9 | 5.1 | -17.1 | -35.4 | -24.9 | -59.6 | -22.3 | -46.7 | -56.8 | -71.7 | -78.3 |
Sharpe Ratio | NA | 2.42 | -0.28 | 0.64 | 0.04 | -0.16 | -0.41 | -0.63 | 0.88 | 0.91 | -0.49 | -1.43 | 0.08 | -0.59 | -0.7 | -0.49 | -1.83 | -0.48 | -1.18 | -0.64 | -0.87 | -0.89 |
Draw Down(%) | NA | 17.9 | 52.7 | 56.7 | 94.0 | 98.1 | 100.0 | 52.7 | 42.3 | 64.3 | 84.8 | 57.0 | 46.1 | 25.5 | 59.5 | 37.5 | 61.8 | 44.1 | 50.3 | 63.4 | 77.8 | 81.3 |
Standard Deviation(%) | NA | 51.6 | 55.6 | 146.5 | 127.7 | 95.4 | 88.3 | 60.3 | 76.6 | 234.3 | 124.2 | 37.2 | 48.1 | 30.2 | 50.5 | 50.7 | 32.5 | 46.1 | 39.8 | 89.0 | 82.4 | 107.8 |
Treynor Ratio | NA | -0.51 | 0.05 | -0.43 | -0.02 | 0.06 | 0.13 | 0.12 | -0.27 | -6.34 | 0.19 | 0.43 | -0.02 | 0.11 | 0.16 | 0.11 | 0.37 | 0.08 | 0.21 | 0.17 | 0.19 | 0.18 |
Alpha | NA | 0.55 | 0.24 | 1.27 | 0.8 | 0.4 | 0.24 | 0.14 | 0.13 | 3.16 | 0.24 | -0.14 | 0.03 | 0.06 | -0.02 | -0.04 | -0.25 | 0.27 | -0.08 | -0.12 | -0.13 | -0.22 |
Beta | NA | -2.47 | -2.84 | -2.18 | -2.72 | -2.47 | -2.76 | -3.13 | -2.51 | -0.33 | -3.27 | -1.23 | -1.55 | -1.6 | -2.28 | -2.19 | -1.63 | -2.88 | -2.24 | -3.39 | -3.88 | -5.36 |
RSquared | NA | 0.3 | 0.37 | 0.01 | 0.02 | 0.02 | 0.04 | 0.47 | 0.64 | 0.0 | 0.79 | 0.17 | 0.3 | 0.13 | 0.35 | 0.44 | 0.33 | 0.48 | 0.51 | 0.81 | 0.74 | 0.64 |
Yield(%) | N/A | 1.1 | 3.4 | 13.0 | 1.6 | 0.1 | N/A | 3.4 | 0.6 | 0.0 | 0.2 | 0.5 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -79.9 | 178.1 | 317.2 | 911.1 | N/A | N/A | 776.2 | N/A | -100.0 | -79.3 | 26.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2009
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