HIBL

Direxion Daily S&P 500 High Beta Bull 3X Shares
*Unless otherwise stated, data provided by FactSet.

HIBL Fund Description

HIBL provides 3x daily leveraged exposure to a beta-weighted index of 100 highest-beta stocks in the S&P 500.

HIBL Factset Analytics Insight

HIBL is passively managed to select the top 100 stocks from the S&P-500 Index with the highest sensitivity to market movements (beta) over the past 12 months and weights each of them based on calculated beta. As a levered product, HIBL is not a buy-and-hold ETF, it's a short-term tactical instrument for getting 3x daily leveraged exposures to those 100 highest-beta stocks, making it suitable for investors who actively monitor their portfolios and understands leverage risks. HIBL gets the added exposure by using high quality short-term financial instruments, as well as ETFs and derivatives with characteristics similar to those of the Index and which produces same leveraged investment results. The Index is reviewed and rebalanced quarterly.

PERFORMANCE [as of 08/03/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HIBL 55.53% -15.24% -48.57% -39.04% -- -- --
HIBL (NAV) 55.34% -15.98% -48.50% -38.86% -- -- --
S&P 500 High Beta Index 17.02% -0.19% -12.01% -4.62% 21.13% 15.03% 15.51%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HIBL Summary Data

Direxion
11/07/19
Open-Ended Fund
0.97%
$66.36M
0.18%

HIBL Portfolio Data

0.15%
N/A

HIBL Index Data

S&P 500 High Beta Index
Beta
Beta
N/A

HIBL Fund Structure

Yes
No
-- / --
N/A
N/A
Low
3
Daily

HIBL Tax Exposures

20.00% / 39.60%
--
No

HIBL Factset Analytics Block Liquidity

As of 08/04/22
5
4
3
2
1

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

HIBL Tradability

246,808
$7.12M
230,826
$6.78M
0.18%
$0.05
0.05%
1.18% / -7.27%
None
97.00%
50,000
4.62
0.01%
--
677
$38.36
N/A