Direxion FundsLeveraged EquityBRKU · Nasdaq

Direxion Daily BRKB Bull 2X ETF (BRKU)

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Price: $22.73; —25 Sept 2026
Assets: $40.6M; Total net assets
Expense ratio: 1.02%; Category 0.00%
Yield: 2.57%; Trailing distributions

1Y return: -7.4%-38.1%; Category 30.7%
3Y CAGR: —; Category 28.8%
5Y CAGR: —; Category 5.3%

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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	-0.7%	+0.4%	+10.4%	-7.2%	-7.4%	—	—	—	-2.9%
Leveraged Equity average	2.1%	3.2%	48.8%	19.9%	30.7%	28.8%	5.3%	8.3%	-0.2%
Difference	-2.8%	-2.8%	-38.4%	-27.0%	-38.1%	—	—	—	-2.6%

Holdings

The 1 largest positions make up 4.3% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
BRK-B	Berkshire Hathaway Inc Class B	4.34%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 12.7
P/B: 1.4
P/S: 2.5
P/CF: —

Sector allocation

Share of the equity the fund holds.

Financial services100.0%

Asset mix

Other66.5%
Cash29.1%
Stocks4.3%

ETF details

Issuer: Direxion Funds
Category: Equity · Leveraged Equity
Ticker: BRKU
Exchange: Nasdaq
Inception: 10 Dec 2024 (1.8 years)
Structure: Exchange Traded Fund
Expense ratio: 1.02% (category 0.00%)
Holdings turnover: 7%
Distribution yield: 2.57%
Beta, 3 years: 0.00
Total net assets: $40.6M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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