What is AMZU?

AMZU provides 1.5x leveraged exposure, less fees and expenses, to the daily price movement for shares of Amazon stock.

PERFORMANCE [as of 03/27/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
AMZU 5.97% 24.30% 22.59% -- -- -- --
AMZU (NAV) 6.16% 24.57% 22.62% -- -- -- --
Amazon.com, Inc. -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

AMZU Factset Analytics Insight

AMZU is a short-term tactical tool that aims to deliver 1.5x the price return, less fees and expenses, for a single day of Amazon stock. Purchasers holding shares for longer than a day will need to monitor and rebalance their position frequently to attempt to achieve the 1.5x multiple. Aside from the leverage, compared to traditional ETFs, the shares take on added volatility due to the lack of diversification. Purchasers should conduct their own individual stock research prior to initiating a position and trade with conviction. Due to the complexities of the product, shares tend to perform as anticipated only when the underlying shares are trending and holders are on the positive corresponding side of that trade. However, the shares provide the advantage of capping the maximum loss to the full amount invested.

AMZU Summary Data

Direxion
09/07/22
1.06%
$19.71M
Amazon.com, Inc.
N/A
Open-Ended Fund

Peers

N/A
N/A

Fund Flows

$0.00B 5 Days
+$0.00B 30 Days
+$0.01B 90 Days

AMZU Fund Structure

Yes
No
-- / --
N/A
N/A
High
1.5
Daily

AMZU Tax Exposures

20.00% / 39.60%
--
No

AMZU Portfolio Data

--
N/A

AMZU Index Data

Amazon.com, Inc.
Single Asset
Single Asset
N/A

Factset Analytics Block Liquidity

As of 03/28/23

This measurement shows how easy it is to trade a $1 million USD block of AMZU. AMZU is rated a N/A out of 5.

AMZU Tradability

178,641
$2.92M
118,568
$1.92M
0.13%
$0.02
0.01%
0.41% / -0.80%
None
100.00%
25,000
4.74
--
--
0
$15.74
N/A

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.