ERX - Daily Energy Bull 3X Shares

Description: The Energy Select Sector Index includes companies from the following industries: oil, gas & consumable fuels and energy equipment & services.

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ERX - Profile


Summary Data for ERX

52 Week Lo: $59.03 52 Week Hi: $135.98
AUM: $196.7 M Shares: 2.8 M
Avg. Volume (1 month) 1,363,274 Avg. Volume (3 month) 674,059
Filings Data as of:

ERX - Holdings

Top Ten Holdings

  1. Energy Select Sector: 216.81%
  2. Energy Select Sector SPDR® ETF: 56.22%
  3. Energy Select Sector: 22.87%
%Assets in Top 10: 295.90%
Total Holdings: 9.0

ERX Asset Allocation


Asset Percentage
U.S. Stocks 55.27%
International Stocks 240.61%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash -195.87%
Other 0.0%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

ERX - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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ERX - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of ERX relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

ERX - Fundamentals

ERX Performance

1 Week Return: -3.50%
2 Week Return: -18.70%
4 Week Return: -32.65%
13 Week Return: -42.63%
26 Week Return: -30.26%
YTD Return: -20.00%
1 Year Return: -12.68%
3 Year Return: 64.16%
5 Year Return: 59.39%

ERX Expenses & Fees

  • Expense Ratio: 0.95%
  • Category: Leveraged Equities
  • Category Range: 0.30% to 1.52%
  • Category Average: 0.92%

ERX Valuation

P/E Ratio: n/a
Beta: 4.34
20 Day Moving Average: $85.93
60 Day Moving Average: $105.73

ERX Dividend

Annual Dividend Rate: n/a
Dividend Date: 2010-06-22
Dividend: $0.05
Annual Dividend Yield %: 0.07%

ERX Volatility

5 Day Volatility: 285.75%
20 Day Volatility: 67.76%
50 Day Volatility: 54.11%
200 Day Volatility: 47.98%
Standard Deviation: 17.58%

ERX - Technicals

ERX Technicals

20 Day MA: $85.93
60 Day MA: $105.73
MACD 15 Period: -9.24
MACD 100 Period: -41.28
Williams % Range 10 Day: 60.01
Williams % Range 20 Day: 72.59
RSI 10 Day: 30
RSI 20 Day: 29
RSI 30 Day: 32
Ultimate Oscillator: 39

ERX Bollinger Bands

Lower Bollinger (10 Day): $58.94
Upper Bollinger (10 Day): $92.78
Lower Bollinger (20 Day): $61.19
Upper Bollinger (20 Day): $111.30
Lower Bollinger (30 Day): $64.30
Upper Bollinger (30 Day): $122.97

ERX Support & Resistance

Support Level 1: $69.25
Support Level 2: $66.60
Resistance Level 1: $75.40
Resistance Level 2: $78.90

ERX Stochastic

Stochastic Oscillator %D (1 Day): 47.49
Stochastic Oscillator %D (5 Day): 43.44
Stochastic Oscillator %K (1 Day): 44.15
Stochastic Oscillator %K (5 Day): 28.50

ERX Volatility

5 Day Volatility: 285.75%
20 Day Volatility: 67.76%
50 Day Volatility: 54.11%
200 Day Volatility: 47.98%
Standard Deviation: 17.58%

ERX - ETFdb Realtime Rating & Analyst Report

ERX is a leveraged ETF that is linked to Direxion. The Energy Select Sector Index includes companies from the following industries: oil, gas & consumable fuels and energy equipment & services.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Leveraged Equities 0.95 2008-11-06 Direxion ETF -20.00%

ERX Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A-
Expenses C+
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for ERX on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Leveraged Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.

ERX Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for ERX, as well as the A+ Overall Rated ETF in ERX's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for ERX

This ETF offers 3x daily long leverage to the Energy Select Sector Index, making it a powerful tool for investors with a bullish short-term outlook for the broad energy market. Investors should note that ERX's leverage resets on a daily basis, which results in compounding of returns when held for...

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