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.

PERFORMANCE [as of 09/22/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UBOT 24.03% 22.50% 30.36% 102.62% 16.01% -- --
UBOT (NAV) 23.68% 21.87% 30.47% 98.19% 16.28% -- --
Indxx Global Robotics & Artificial Intelligence Thematic Index 11.75% 11.11% 17.56% 43.20% 20.41% 21.75% 18.96%
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%
$48.94M
0.67%
N/A

UBOT Portfolio Data

12.12%
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 09/23/21
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

10,905
$516.27K
9,095
$410.74K
0.67%
$0.30
-0.05%
0.92% / -1.62%
None
37.00%
50,000
0.18
0.01%
--
0
$53.01
N/A