Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Direxion Daily Energy Bull 2X Shares(ERX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ERX
10/28/2026: ERX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ERX is a leveraged ETF designed to provide twice the daily return of the Energy Select Sector Index. It utilizes swap agreements to achieve its goal, making it a powerful tool for active traders looking to capitalize on short-term energy market trends. Its primary strengths are high liquidity and reliable tracking of the daily leveraged objective. However, it carries significant risks including volatility decay and the potential for substantial losses during market downturns. It is best suited for experienced investors with high risk tolerance who are looking for tactical, short-term exposure rather than long-term investment.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Leveraged daily ETFs are not designed for long-term growth strategies due to volatility decay. |
| Momentum investor | Strong fit while signal remains positive | Active momentum traders use ERX to amplify gains during strong, short-term trends in energy stocks. |
| Value investor | Weak fit | Value investors generally avoid high-cost, daily-reset leveraged instruments. |
| Dividend/Income investor | Weak fit | This fund is inappropriate for income generation as it is designed for capital appreciation/trading, not dividends. |
| Low-risk investor | Weak fit | The extreme volatility and potential for significant daily loss make this unsuitable for low-risk investors. |
Investor Profile
Ideal Investor Profile
Sophisticated, active traders who possess a strong understanding of how leveraged ETFs function.
Suitability
Strictly for active traders; unsuitable for long-term investors or those looking for passive index exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Daily leverage magnifies price swings, potentially leading to rapid capital erosion. |
| Market risk | High | Exposure to energy sector-specific risks is doubled, increasing sensitivity to commodity price crashes. |
| Concentration | High | The fund is concentrated solely in the energy sector, leaving it vulnerable to sector-wide downturns. |
| Tracking/expense | Medium / high | Compounding of daily returns leads to tracking errors versus the long-term benchmark. |
| Liquidity | Low | While the ETF is liquid, the underlying derivatives market could experience stress in extreme conditions. |
| Business/sector quality | Medium | Energy sector performance is inherently cyclical and unpredictable. |
Risk Analysis
Volatility
Extremely high, as the 2x leverage multiplier exacerbates daily index price changes.
Market Risk
Primary risks include exposure to volatile oil and gas prices and sector-specific economic shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy Select Sector Index (Seeks 200% daily return) | 98 | This exposure provides magnified daily returns to large-cap US energy companies, suitable only for short-term tactical trading. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Cash serves as collateral for the swap agreements used to provide the leveraged exposure. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit -19.25% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.