(ERY) Direxion Daily Energy Bear - Overview

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

Inverse ETFs, Leveraged Funds, 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 non-diversified exchange-traded fund designed to provide inverse investment results. The fund seeks daily investment results, before fees and expenses, of 200% of the opposite performance of the S&P Energy Select Sector Index. To achieve this objective, the fund invests a minimum of 80% of its net assets in financial instruments, including swap agreements and futures contracts, that provide short exposure to domestic companies within the oil, gas, and energy equipment industries.

The energy sector is characterized by high capital intensity and significant sensitivity to fluctuations in global crude oil and natural gas commodity prices. Because this ETF utilizes leverage to reset its exposure on a daily basis, its long-term performance can deviate significantly from the inverse of the underlying index due to the effects of compounding and market volatility. Investors may find ValueRay useful for evaluating how specific energy holdings impact broader portfolio risk.

Headlines to Watch Out For
  • Crude oil price appreciation reduces demand for inverse energy leverage
  • Expansion in domestic oil production capacity pressures underlying sector valuations
  • Federal environmental regulations increase operational costs for constituent energy companies
  • Geopolitical stability in energy-producing regions lowers volatility in sector pricing
  • High interest rates increase borrowing costs for capital-intensive energy infrastructure projects
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.