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Upturn AI SWOT - About
Direxion Daily Financial Bear 3X Shares (FAZ)
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Upturn Advisory Summary
09/12/2025: FAZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -30.45% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta -2.82 | 52 Weeks Range 4.43 - 10.50 | Updated Date 06/29/2025 |
52 Weeks Range 4.43 - 10.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
Direxion Daily Financial Bear 3X Shares
ETF Overview
Overview
The Direxion Daily Financial Bear 3X Shares (FAZ) seeks daily investment results, before fees and expenses, of 300% of the inverse (or opposite) of the daily performance of the Russell 1000 Financial Services Index. It targets the financial sector and uses leverage to amplify returns (or losses). The fund rebalances daily.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs, recognized for its expertise in providing tactical investment tools.
Management Expertise
Direxion has a specialized team dedicated to managing leveraged and inverse ETFs, with experience in derivatives and risk management.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 300% of the inverse (or opposite) of the daily performance of the Russell 1000 Financial Services Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy, using financial instruments such as swaps, futures contracts, and options, to achieve its 3x inverse daily return objective.
Composition The ETF does not hold stocks directly. It primarily invests in derivatives to achieve its leveraged inverse exposure.
Market Position
Market Share: FAZ's market share within the leveraged/inverse financial sector ETFs is variable and depends on investor sentiment and market conditions.
Total Net Assets (AUM): 158512938.71
Competitors
Key Competitors
- ProShares UltraShort Financials (SKF)
Competitive Landscape
The leveraged/inverse ETF market is competitive. FAZ offers a 3x leverage factor, which is higher than some competitors, potentially leading to greater gains or losses. Its disadvantages include higher volatility and the potential for significant erosion of value over longer periods due to compounding.
Financial Performance
Historical Performance: Historical performance is highly volatile due to the leveraged nature of the fund. Past performance is not indicative of future results.
Benchmark Comparison: The ETF aims to deliver 3x the inverse of the daily performance of the Russell 1000 Financial Services Index. Tracking can deviate due to fees, expenses, and the effects of compounding.
Expense Ratio: 0.94
Liquidity
Average Trading Volume
Average trading volume is moderate, but varies based on market volatility.
Bid-Ask Spread
The bid-ask spread can be relatively wide, especially during volatile market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, financial sector regulations, and overall market sentiment heavily influence FAZ's performance.
Growth Trajectory
FAZ's growth trajectory depends on the sustained bearish outlook for the financial sector and investor demand for leveraged inverse products.
Moat and Competitive Advantages
Competitive Edge
FAZ's competitive edge lies in its 3x leverage factor, which offers aggressive traders the potential for substantial gains in a declining financial sector. Direxion's brand recognition and distribution network also contribute. The ETF is primarily used as a short term tactical tool. It is not designed for long-term holding.
Risk Analysis
Volatility
FAZ is highly volatile due to its leveraged nature and the inherent volatility of the financial sector.
Market Risk
The primary market risk is the potential for significant losses if the financial sector performs positively, as the ETF is designed to move inversely. Compounding can also erode value over time.
Investor Profile
Ideal Investor Profile
FAZ is suitable for sophisticated, active traders with a short-term bearish outlook on the financial sector. It is not appropriate for long-term investors or those with low-risk tolerance.
Market Risk
FAZ is best suited for active traders seeking short-term tactical exposure. It is not suitable for long-term investors or passive index followers.
Summary
Direxion Daily Financial Bear 3X Shares (FAZ) is a leveraged inverse ETF designed for short-term trading in the financial sector. It seeks to deliver 3x the inverse of the daily performance of the Russell 1000 Financial Services Index, making it highly volatile and risky. FAZ is not appropriate for long-term investment due to the effects of compounding and its leveraged nature. It is best suited for sophisticated traders with a bearish outlook on the financial sector who understand the risks involved.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DirexionShares.com
- ETF.com
- YCharts.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investing in leveraged and inverse ETFs involves significant risks, including the potential for substantial losses. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily Financial Bear 3X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of the fund"s net assets in financial instruments, that, in combination, provide 3X daily inverse (opposite) or short exposure to the index or to ETFs that track the index, consistent with the fund"s investment objective. The index includes securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts ("REITs"); and consumer finance. It is non-diversified.
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.