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Upturn AI SWOT - About
Direxion Daily Retail Bull 3X Shares (RETL)
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Upturn Advisory Summary
04/01/2025: RETL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -34.68% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 502435 | Beta 3.98 | 52 Weeks Range 5.37 - 11.85 | Updated Date 04/2/2025 |
52 Weeks Range 5.37 - 11.85 | Updated Date 04/2/2025 |
Upturn AI SWOT
Direxion Daily Retail Bull 3X Shares
ETF Overview
Overview
The Direxion Daily Retail Bull 3X Shares (RETL) seeks daily investment results, before fees and expenses, of 300% of the performance of the S&P Retail Select Industry Index. It provides leveraged exposure to the U.S. retail sector.
Reputation and Reliability
Direxion is a well-known issuer specializing in leveraged and inverse ETFs, although the leveraged nature makes them high risk and not designed for long-term investment.
Management Expertise
Direxion has a dedicated team managing leveraged and inverse ETFs, requiring specialized knowledge and risk management.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 300% of the performance of the S&P Retail Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF aims to deliver three times the daily performance of the S&P Retail Select Industry Index.
Composition Primarily invests in financial instruments, such as swap agreements, providing leveraged exposure to the stocks within the S&P Retail Select Industry Index.
Market Position
Market Share: RETL's market share within the leveraged retail ETF space is considerable, though the niche nature means the overall market is relatively small.
Total Net Assets (AUM): 33680000
Competitors
Key Competitors
- ProShares Ultra Consumer Discretionary (UCD)
- ProShares UltraPro Consumer Discretionary (UCC)
Competitive Landscape
The leveraged ETF market is relatively concentrated. RETL competes with other leveraged ETFs focused on consumer discretionary and retail sectors. RETLu2019s advantage is its specific focus on retail, but its disadvantage is its leveraged nature, making it highly volatile and unsuitable for long-term investors.
Financial Performance
Historical Performance: Historical performance is highly volatile due to the leveraged nature of the ETF. Returns can be significantly higher or lower than the underlying index over longer periods.
Benchmark Comparison: Due to the daily reset mechanism, the ETF's long-term performance can deviate significantly from three times the performance of the S&P Retail Select Industry Index.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The ETF has an average daily trading volume that can vary significantly depending on market conditions, but generally it's moderately liquid.
Bid-Ask Spread
The bid-ask spread can be relatively wide, especially during periods of high volatility or low trading volume, increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as consumer spending, unemployment rates, and retail sales data significantly impact RETL. Overall market sentiment and sector-specific news also play a crucial role.
Growth Trajectory
Growth trends depend on the performance of the retail sector and investor appetite for leveraged products. Changes in strategy and holdings are minimal, focusing on maintaining the 3x leverage.
Moat and Competitive Advantages
Competitive Edge
RETL's competitive edge lies in providing highly leveraged exposure to the retail sector, attracting investors seeking amplified daily returns. Its focused investment strategy and established presence in the leveraged ETF market provide a unique offering. However, this comes with significant risks. The ETF's specialized focus is both an advantage and a disadvantage. It's ideal for short-term, tactical trading, but unsuitable for long-term investment.
Risk Analysis
Volatility
RETL exhibits extremely high volatility due to its 3x leverage, making it prone to significant price swings.
Market Risk
The ETF is subject to market risk associated with the retail sector, including economic downturns, changing consumer preferences, and competition from online retailers. Leveraged ETFs also have compounding risks that can lead to significant losses over time, especially in volatile markets.
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced trader with a high-risk tolerance seeking short-term, tactical exposure to the retail sector.
Market Risk
RETL is suitable for active traders seeking short-term gains. It is not suitable for long-term investors or passive index followers.
Summary
Direxion Daily Retail Bull 3X Shares (RETL) provides leveraged exposure to the U.S. retail sector, aiming for three times the daily performance of the S&P Retail Select Industry Index. Due to its leveraged nature, RETL is highly volatile and best suited for short-term, tactical trading by experienced investors with a high-risk tolerance. Its performance can deviate significantly from the underlying index over longer periods due to daily resets and compounding effects. Investors should carefully consider the risks associated with leveraged ETFs before investing.
Similar Companies
UCC
ProShares Ultra Consumer Services
UCC
ProShares Ultra Consumer Services
XRT
SPDR® S&P Retail ETF
XRT
SPDR® S&P Retail ETF
Sources and Disclaimers
Data Sources:
- Direxion Investments
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investing in leveraged ETFs involves significant risks, including the potential loss of principal. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily Retail Bull 3X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in financial instruments, such as swap agreements, securities of the index, and ETFs that track the index, that, in combination, provide 3X daily leveraged exposure to the index, consistent with the fund's investment objective. The index is a modified equal-weighted index that is designed to measure performance of the stocks comprising the S&P Total Market Index that are classified in the GICS retail sub-industry. The fund is non-diversified.
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