Direxion FundsLeveraged EquityBRKU · Nasdaq

Direxion Daily BRKB Bull 2X ETF (BRKU)

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Price: $30.50; —12 Nov 2026
Assets: $34.4M; Total net assets
Expense ratio: 1.02%; Category 0.00%
Yield: 2.12%; Trailing distributions

1Y return: 22.7%+39.6%; Category -16.9%
3Y CAGR: —; Category 25.2%
5Y CAGR: —; Category 1.4%

$30.50—12 Nov 2026

Fund

Assets: $34.4M
Expense: 1.02%
Categ. exp: 0.00%
Yield: 2.12%

ReturnFundCateg.

1Y22.7%-16.9%

3Y—25.2%

5Y—1.4%

Launch13.4%—

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Direxion Daily BRKB Bull 2X ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	+26.9%	+31.1%	+40.5%	+24.6%	+22.7%	—	—	—	+13.4%
Leveraged Equity average	-25.0%	-32.7%	-30.0%	-13.3%	-16.9%	25.2%	1.4%	8.6%	-24.6%
Difference	+51.9%	+63.8%	+70.5%	+37.8%	+39.6%	—	—	—	+38.0%

Holdings

The 1 largest positions make up 4.5% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
BRK-B	Berkshire Hathaway Inc Class B	4.52%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 12.5
P/B: 1.4
P/S: 2.5
P/CF: —

Sector allocation

Share of the equity the fund holds.

Financial services100.0%

Asset mix

Other65.9%
Cash29.5%
Stocks4.5%

ETF details

Issuer: Direxion Funds
Category: Equity · Leveraged Equity
Ticker: BRKU
Exchange: Nasdaq
Inception: 10 Dec 2024 (1.9 years)
Structure: Exchange Traded Fund
Expense ratio: 1.02% (category 0.00%)
Holdings turnover: 7%
Distribution yield: 2.12%
Beta, 3 years: 0.00
Total net assets: $34.4M

Prices and returns as of 12 Nov 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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