Performance analysis of ERX (DIREXION DAILY ENERGY BULL 2X SHARES)
Annual Return
Over the past 3 years, ERX has had an average annual return of +22.62%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ERX has had an average annual return of +28.10%, outperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, ERX has had an average annual return of -9.04%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 19, 2008, ERX has had an average annual return of -6.49%, underperforming the benchmark SPY, which returned +15.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +62.57% | +2.77% | +1.04% | -12.31% | +130.85% | +111.50% | -91.59% | +17.14% | -55.94% | -11.59% | +70.33% | -61.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| -32.72% | +85.40% | +3.48% | -19.85% | +48.90% | +14.76% | -4.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +29.14% | +19.09% | +20.56% | -5.89% | -11.92% | +5.77% | +62.57% | ||||||
| 2025 | +3.91% | +6.84% | +6.30% | -28.69% | +1.81% | +9.06% | +5.05% | +6.52% | -1.25% | -3.63% | +4.74% | -1.41% | +2.77% |
| 2024 | -1.92% | +5.70% | +21.63% | -2.61% | -1.56% | -3.49% | +3.57% | -5.13% | -6.70% | +0.87% | +15.24% | -18.74% | +1.04% |
| 2023 | +4.47% | -14.22% | -1.45% | +4.79% | -20.00% | +13.05% | +15.34% | +2.59% | +4.08% | -12.17% | -2.34% | -0.82% | -12.31% |
| 2022 | +40.07% | +13.95% | +18.08% | -4.06% | +31.74% | -32.53% | +18.30% | +4.20% | -19.61% | +53.94% | +1.31% | -7.06% | +130.85% |
| 2021 | +6.57% | +48.24% | +4.75% | +0.28% | +11.17% | +7.76% | -16.77% | -4.68% | +17.71% | +20.73% | -10.47% | +5.38% | +111.50% |
| 2020 | -30.52% | -39.88% | -86.67% | +62.41% | +1.97% | -5.57% | -10.66% | -3.05% | -27.75% | -9.42% | +58% | +7.85% | -91.59% |
| 2019 | +35.10% | +6.17% | +5.03% | -0.83% | -30.88% | +28.30% | -5.92% | -24.76% | +10.73% | -7.75% | +3.55% | +18.10% | +17.14% |
| 2018 | +10.16% | -31.08% | +3.69% | +29.14% | +7.49% | +0.70% | +3.30% | -11.07% | +6.74% | -32.10% | -7.14% | -35.24% | -55.94% |
| 2017 | -10.00% | -6.68% | -5.37% | -9.47% | -10.87% | -1.83% | +7.34% | -16.03% | +32.83% | -2.83% | +4.57% | +15.43% | -11.59% |
Drawdown analysis of ERX (DIREXION DAILY ENERGY BULL 2X SHARES)
The maximum drawdown for the ERX was -99.54%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current ERX drawdown is -91.80%.
Since Nov 19, 2008 ERX has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 6 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.54% | Jun 23, 2014 | 1447 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -69.51% | Apr 29, 2011 | 108 | Oct 3, 2011 | 626 | Apr 1, 2014 | 734 |
| -66.33% | Nov 26, 2008 | 66 | Mar 5, 2009 | 158 | Oct 19, 2009 | 224 |
| -51.84% | Apr 23, 2010 | 49 | Jul 2, 2010 | 92 | Nov 11, 2010 | 141 |
| -33.90% | Nov 19, 2008 | 1 | Nov 20, 2008 | 2 | Nov 24, 2008 | 3 |
| -30.48% | Oct 19, 2009 | 76 | Feb 8, 2010 | 52 | Apr 23, 2010 | 128 |
| -18.56% | Mar 3, 2011 | 9 | Mar 16, 2011 | 9 | Mar 29, 2011 | 18 |
| -15.63% | Apr 5, 2011 | 5 | Apr 12, 2011 | 12 | Apr 29, 2011 | 17 |
| -11.20% | Nov 11, 2010 | 3 | Nov 16, 2010 | 10 | Dec 1, 2010 | 13 |
| -6.81% | Apr 3, 2014 | 6 | Apr 11, 2014 | 2 | Apr 15, 2014 | 8 |
| -5.46% | May 7, 2014 | 7 | May 16, 2014 | 8 | May 29, 2014 | 15 |
| -5.38% | Jan 18, 2011 | 2 | Jan 20, 2011 | 4 | Jan 26, 2011 | 6 |
| -4.83% | Feb 28, 2011 | 1 | Mar 1, 2011 | 2 | Mar 3, 2011 | 3 |
| -4.56% | Feb 7, 2011 | 2 | Feb 9, 2011 | 3 | Feb 14, 2011 | 5 |
| -4.13% | Feb 23, 2011 | 1 | Feb 24, 2011 | 2 | Feb 28, 2011 | 3 |
| -3.37% | Jan 3, 2011 | 3 | Jan 6, 2011 | 3 | Jan 11, 2011 | 6 |
| -3.09% | Feb 14, 2011 | 1 | Feb 15, 2011 | 1 | Feb 16, 2011 | 2 |
| -2.97% | Dec 13, 2010 | 2 | Dec 15, 2010 | 3 | Dec 20, 2010 | 5 |
| -2.65% | Feb 18, 2011 | 1 | Feb 22, 2011 | 1 | Feb 23, 2011 | 2 |
| -2.56% | Jan 26, 2011 | 2 | Jan 28, 2011 | 1 | Jan 31, 2011 | 3 |
| -1.79% | Dec 6, 2010 | 2 | Dec 8, 2010 | 3 | Dec 13, 2010 | 5 |
| -1.69% | Apr 24, 2014 | 1 | Apr 25, 2014 | 2 | Apr 29, 2014 | 3 |
| -1.17% | Dec 23, 2010 | 1 | Dec 27, 2010 | 1 | Dec 28, 2010 | 2 |
| -0.93% | Feb 3, 2011 | 1 | Feb 4, 2011 | 1 | Feb 7, 2011 | 2 |
| -0.85% | Apr 29, 2014 | 2 | May 1, 2014 | 2 | May 5, 2014 | 4 |