(SPXL) Direxion Daily S&P500 Bull - Ratings and Ratios
Swap Agreements, ETFs, Index Securities
Description: SPXL Direxion Daily S&P500 Bull November 05, 2025
Direxion Daily S&P 500® Bull 3X Shares (SPXL) seeks to deliver three times the daily performance of the S&P 500 Index by investing at least 80 % of its net assets-plus borrowed funds-in derivatives such as swaps, index-tracking securities, and ETFs that together provide 3× leveraged exposure. Because the fund is non-diversified and reset daily, its returns can diverge significantly from three-times the index over longer horizons.
Key quantitative points to note: the fund’s expense ratio is 0.95 % annually, and its historical 30-day annualized volatility exceeds 70 %, reflecting the amplified risk of leveraged products. Performance is tightly linked to the S&P 500’s daily momentum and is especially sensitive to macro drivers like U.S. monetary policy, corporate earnings trends, and sector rotation-particularly in technology and consumer discretionary, which dominate the index’s weightings.
For a deeper, data-driven assessment of SPXL’s risk-adjusted return profile and how it behaves under different market regimes, you may find ValueRay’s analytics platform useful for further research.
SPXL ETF Overview
| Market Cap in USD | 6,132m |
| Category | Trading--Leveraged Equity |
| TER | 0.91% |
| IPO / Inception | 2008-11-05 |
SPXL ETF Ratings
| Growth Rating | 75.7% |
| Fundamental | - |
| Dividend Rating | 53.4% |
| Return 12m vs S&P 500 | 13.9% |
| Analyst Rating | - |
SPXL Dividends
| Dividend Yield 12m | 0.76% |
| Yield on Cost 5y | 2.82% |
| Annual Growth 5y | 66.79% |
| Payout Consistency | 48.1% |
| Payout Ratio | % |
SPXL Growth Ratios
| Growth Correlation 3m | 91.1% |
| Growth Correlation 12m | 47.9% |
| Growth Correlation 5y | 63.5% |
| CAGR 5y | 56.69% |
| CAGR/Max DD 3y (Calmar Ratio) | 1.16 |
| CAGR/Mean DD 3y (Pain Ratio) | 7.14 |
| Sharpe Ratio 12m | 1.15 |
| Alpha | -13.38 |
| Beta | 3.050 |
| Volatility | 44.95% |
| Current Volume | 5479.1k |
| Average Volume 20d | 3213.6k |
| Stop Loss | 210.7 (-4%) |
| Signal | 0.00 |
What is the price of SPXL shares?
Over the past week, the price has changed by -4.50%, over one month by +1.25%, over three months by +22.26% and over the past year by +35.39%.
Is Direxion Daily S&P500 Bull a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SPXL is around 243.93 USD . This means that SPXL is currently undervalued and has a potential upside of +11.1% (Margin of Safety).
Is SPXL a buy, sell or hold?
What are the forecasts/targets for the SPXL price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 292.7 | 33.3% |
SPXL Fundamental Data Overview November 04, 2025
Beta = 3.05
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 6.13b USD (6.13b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 6.13b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 6.13b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 17.25% (E(6.13b)/V(6.13b) * Re(17.25%) + (debt-free company))
Discount Rate = 17.25% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for SPXL ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle