Direxion Daily S&P 500 High Beta Bull 3X Shares
Ticker
HIBL
ISIN
US25460G856
Price
USD 73.48
Change Today
+4.06 / 5.848 %
Price 1 year ago
73.51 / -0.041 %
Morningstar
-
52 Week Low
65.71
52 Week High
77.50
200 Day Moving Average 73.74
73.74
50-day Moving Average
73.74
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 1.049% |
| Average Annual Volatility | 23.815% |
| Sharpe Ratio | 0.04 |
| Sortino Ratio | -0.03 |
| Maximum Drawdown | -14.000000000000002% |
| Maximum Drawdown Date | 2026-02-05 |
| Calmar Ratio | -2.21 |
Company information
Summary
The investment seeks daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500® High Beta Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments that track the index and other financial instruments that provide daily leveraged exposure to the index or to ETFs that track the index. The index provider selects 100 securities from the S&P 500 ® Index that have exhibited the highest sensitivity to market movements, or “beta,” over the past 12 months based on the securities’ daily price changes. It is non-diversified.
Market
US
Category
Trading--Leveraged Equity
Expense Ratio
0.97%
Fund family
Direxion Funds
Morningstar
-
Yield
0.0007
Exchange
PCX
| Sector | Weight |
|---|---|
| Technology | 35.76% |
| Consumer cyclical | 20.76% |
| Financial services | 11.10% |
| Industrials | 5.11% |
| Communication services | 4.93% |
| Healthcare | 3.38% |
| Basic materials | 1.66% |
| Consumer defensive | 0.90% |
| Energy | 0.71% |
| Realestate | 0.00% |
| Utilities | 0.00% |
| Country | Ratio |
|---|---|
| United States | 98.23 |
| Netherlands | 1.01 |
| Singapore | 0.76 |
| Argentina | 0.00 |
| Australia | 0.00 |
| Austria | 0.00 |
| Belgium | 0.00 |
| Brazil | 0.00 |
| Canada | 0.00 |
| Chile | 0.00 |
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| S&P 500 High Beta Index Swap | 21.98% | |
| FGTXX | Goldman Sachs FS Government Instl | 17.21% |
| FTIXX | Goldman Sachs FS Treasury Intms Instl | 7.45% |
| TSLA | Tesla Inc | 1.08% |
| CZR | Caesars Entertainment Inc | 1.04% |
| PENN | Penn National Gaming Inc | 1.04% |
| NVDA | NVIDIA Corp | 0.98% |
| AMAT | Applied Materials Inc | 0.94% |
| MPWR | Monolithic Power Systems Inc | 0.93% |
| KLAC | KLA Corp | 0.92% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| RUSL | Direxion Daily Russia Bull 2X Shares | US25460E828 | PCX | 1.26% | 3 | +0.50 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.