(ERX) Direxion Daily Energy Bull - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US25460G6098 • Trading--Leveraged Equity

ERX: Oil, Gas, Fuels, Energy, Equipment, Services

The Direxion Daily Energy Bull 2X Shares (ERX) is a leveraged exchange-traded fund (ETF) designed to provide 2x daily returns of the S&P Energy Select Sector Index. The index, managed by S&P Dow Jones Indices, focuses on U.S. energy companies across key industries: oil, gas, and consumable fuels; as well as energy equipment and services. ERX trades on the NYSE Arca under the ticker symbol ERX and falls under the category of Trading--Leveraged Equity. The fund achieves its 2x leverage through investments in swap agreements, index securities, and ETFs tracking the index, with at least 80% of its net assets dedicated to these instruments. ERX is classified as a non-diversified fund, meaning it can invest a significant portion of its assets in a limited number of securities. For more details, visit http://www.direxionfunds.com.

As of the latest data, ERX has an average 20-day volume of 335,129 shares and a last price of $61.81. The funds moving averages show a 20-day SMA of $60.80, a 50-day SMA of $59.67, and a 200-day SMA of $62.05, indicating recent price strength relative to its longer-term trend. The Average True Range (ATR) of 2.16 suggests moderate volatility. With assets under management (AUM) of $255.40 million, ERX maintains a significant presence in the leveraged ETF space. Over the next three months, ERX is expected to track the energy sectors performance closely, with potential upside driven by rising energy prices and increased demand. However, volatility in oil and gas markets could lead to fluctuations in the funds value.

Additional Sources for ERX ETF

ERX ETF Overview

Market Cap in USD 238m
Category Trading--Leveraged Equity
TER 0.93%
IPO / Inception 2008-11-06

ERX ETF Ratings

Growth 5y 58.4%
Fundamental -
Dividend 61.3%
Rel. Strength Industry -15.9
Analysts -
Fair Price Momentum 67.37 USD
Fair Price DCF -

ERX Dividends

Dividend Yield 12m 2.68%
Yield on Cost 5y 15.61%
Annual Growth 5y 37.18%
Payout Consistency 43.6%

ERX Growth Ratios

Growth Correlation 3m 17.2%
Growth Correlation 12m -55.7%
Growth Correlation 5y 86.2%
CAGR 5y 41.53%
CAGR/Max DD 5y 0.63
Sharpe Ratio 12m 1.91
Alpha -18.49
Beta 1.13
Volatility 43.32%
Current Volume 246.7k
Average Volume 20d 282k
What is the price of ERX stocks?
As of March 15, 2025, the stock is trading at USD 59.73 with a total of 246,661 shares traded.
Over the past week, the price has changed by +5.18%, over one month by -1.73%, over three months by +4.64% and over the past year by -6.94%.
Is Direxion Daily Energy Bull a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Direxion Daily Energy Bull (NYSE ARCA:ERX) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.41 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ERX as of March 2025 is 67.37. This means that ERX is currently undervalued and has a potential upside of +12.79% (Margin of Safety).
Is ERX a buy, sell or hold?
Direxion Daily Energy Bull has no consensus analysts rating.
What are the forecast for ERX stock price target?
According to ValueRays Forecast Model, ERX Direxion Daily Energy Bull will be worth about 77.3 in March 2026. The stock is currently trading at 59.73. This means that the stock has a potential upside of +29.43%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 77.3 29.4%