(ERY) Direxion Daily Energy Bear - Overview

ETF Category: Trading--Inverse Equity | Exchange: NYSE (USA) | Market Cap: 52m USD | Total Return: -53.4% in 12m

Inverse Exposure, Short Swaps, Energy Derivatives
Total Rating 29
Safety 82
Buy Signal 0.28
Trading--Inverse Equity
Category Rotation: +26.0
TER: 1.08%
AUM: 52.2M
Avg Turnover: 19.1M
Risk 3d forecast
Volatility43.3%
VaR 5th Pctl7.21%
VaR vs Median-7.52%
Reward TTM
Sharpe Ratio-1.77
Rel. Str. IBD4.1
Rel. Str. Peer Group29.5
Character TTM
Beta-0.945
Beta Downside-1.539
Hurst Exponent0.456
Drawdowns 3y
Max DD67.94%
CAGR/Max DD-0.39
CAGR/Mean DD-0.87

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: ERY Direxion Daily Energy Bear

The Direxion Daily Energy Bear 2X Shares (ERY) is a leveraged inverse ETF designed to provide 200% of the daily opposite performance of the S&P Energy Select Sector Index. The fund allocates at least 80% of its net assets to financial instruments, such as swap agreements and futures, to achieve short exposure to domestic companies involved in oil, gas, and energy equipment services.

The energy sector is characterized by high capital intensity and significant sensitivity to fluctuations in global crude oil and natural gas spot prices. Because this fund utilizes leverage to achieve its daily inverse objective, it is intended for short-term trading rather than long-term investment due to the effects of compounding and volatility decay.

Evaluating historical volatility trends on ValueRay can provide further context for managing the risks associated with leveraged inverse products.

Headlines to Watch Out For
  • WTI and Brent crude price declines drive inverse fund gains
  • S&P Energy Select Sector Index performance inversely correlates to returns
  • Global economic slowdown reduces demand for oil and gas consumables
  • Geopolitical stability in energy-producing regions lowers supply risk premiums
What is the price of ERY shares?

As of June 07, 2026, the stock is trading at USD 11.39 with a total of 2,191,810 shares traded.
Over the past week, the price has changed by -4.61%, over one month by +5.17%, over three months by -6.88% and over the past year by -53.41%.

Is ERY a buy, sell or hold?

Direxion Daily Energy Bear has no consensus analysts rating.