SOXS

Direxion Daily Semiconductor Bear 3X Shares
*Unless otherwise stated, data provided by FactSet.

SOXS Fund Description

SOXS provides daily 3x leveraged inverse exposure to a modified market-cap-weighted index of companies primarily involved in the design, distribution, manufacture and sale of semiconductors.

SOXS Factset Analytics Insight

SOXS makes big, bearish bets against the highly concentrated semiconductor sector. The fund provides -3x exposure to the PHLX Semiconductor Sector Index—a market-cap-weighted index of companies engaged in everything from the design to the sale of semiconductors. Like the market itself, SOXS' index is dominated by its top ten names, making the fund an explicit bet against a relative handful of companies. The fund rebalances its exposure on a daily basis, making long-term returns difficult to predict due to the effects of path dependency and compounding. In short, treat SOXS as a short-term trading vehicle, an approach further recommended by the fund's high fee. The fund enjoys massive daily volume, but spreads can be wide at times.

SOXS MSCI ESG Analytics Insight

Direxion Daily Semiconductor Bear 3X Shares has an MSCI ESG Fund Rating of A based on a score of 6.31 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Direxion Daily Semiconductor Bear 3X Shares ranks in the 63th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SOXS Charts And Performance

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PERFORMANCE [as of 09/29/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SOXS 1.84% -44.70% -84.33% -91.47% -75.07% -74.90% -64.59%
SOXS (NAV) -4.09% -43.28% -84.42% -91.53% -74.90% -74.83% -64.55%
PHLX Semiconductor Sector Index -0.76% 15.80% 22.83% 47.94% 26.50% 33.47% -64.55%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SOXS Summary Data

Direxion
03/11/10
Open-Ended Fund
1.08%
$93.07M
0.22%
SSG

SOXS Portfolio Data

3.56%
09/22/20

SOXS Index Data

Market Cap
Market Cap
N/A

SOXS Fund Structure

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

SOXS Tax Exposures

20.00% / 39.60%
--
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SOXS Factset Analytics Block Liquidity

As of 09/30/20
5
4
3
2
1

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

SOXS Tradability

699,336
$33.04M
592,085
$28.27M
0.22%
$0.01
0.00%
1,099.67% / -3.14%
None
0.00%
50,000
11.84
0.00%
--
27,265
$39.30
N/A

SOXS MSCI ESG Ratings

6.31 / 10
38.89
63.06
--
--
2.90