UBOT

Direxion Daily Robotics, Artificial Intelligence, & Automation Index Bull 2X Shares
*Unless otherwise stated, data provided by FactSet.

UBOT Fund Description

UBOT offers 2x daily leveraged exposure to a market-cap-selected and -weighted index of robotics and artificial intelligence companies from developed countries.

UBOT Factset Analytics Insight

UBOT offers leveraged exposure to firms developing and producing robots, automated products and services, and artificial intelligence. Selected companies must earn more than half their revenue from these activities, or demonstrate commitment to the space in other ways, such as investments or acquisitions. Its methodology also includes a 6% capping scheme per company at each semi-annual reconstitution. Unlike BOTZ, a Global X fund that tracks the same index, UBOT offers investors 2x leveraged exposure, rebalanced daily. As a levered product, the fund presents different risks than other types of funds and is thus not a buy-and-hold investment. It should not be expected to provide index leverage returns greater than a one-day period. Prior to October 30, 2020, the fund's leverage factor was daily 3x exposure.

UBOT MSCI ESG Analytics Insight

Direxion Daily Robotics, Artificial Intelligence, & Automation Index Bull 2X Shares has an MSCI ESG Fund Rating of undefined based on a score of 6.18 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 Robotics, Artificial Intelligence, & Automation Index Bull 2X Shares ranks in the 45th percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 12/01/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UBOT -7.77% -3.92% 13.37% 22.88% 32.97% -- --
UBOT (NAV) -15.91% -11.64% 7.45% 12.01% 30.75% -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

UBOT Summary Data

Direxion
04/19/18
Open-Ended Fund
1.29%
$42.17M
0.69%
N/A

UBOT Portfolio Data

14.71%
N/A

UBOT Index Data

Market Cap
Market Cap
N/A

UBOT Fund Structure

Yes
No
-- / --
N/A
N/A
Medium
2
Daily

UBOT Tax Exposures

20.00% / 39.60%
--
No

UBOT Factset Analytics Block Liquidity

As of 12/02/21
5
4
3
2
1

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

UBOT Tradability

12,849
$613.71K
11,183
$549.78K
0.69%
$0.33
-0.03%
0.75% / -0.56%
None
41.00%
50,000
0.22
0.01%
--
0
$43.66
N/A

UBOT MSCI ESG Ratings

--
6.18 / 10
61.72
44.87
0.36%
--
17.49