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Direxion Daily Small Cap Bull 3X Shares(TNA)
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 TNA
10/01/2026: TNA (2-star) is currently NOT-A-BUY. Pass it for now.
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.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit -31.9% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.28B |
| Issuer | Direxion Funds |
| Expense Ratio | 1.08% |
| Distribution Yield | 0.3% |
| Inception | Nov 5, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | +32.85% |
| 1 Year | +37.99% |
| 3 Year | +29.14% |
| 5 Year | -6.55% |
| 10 Year | +4.66% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 48.35% |
| 3Y Volatility | 60.25% |
| 3Y Sharpe Ratio | 0.6 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Micro Cap | 11.88% |
| Small Cap | 10.09% |
| Mid Cap | 0.39% |
Top Sectors
| Sector | Weight |
|---|---|
| Healthcare | 20.87% |
| Financial Services | 18.07% |
| Technology | 14.28% |
| Industrials | 13.43% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.8x |
| Portfolio P/B | 1.95x |
| Portfolio P/S | 1.18x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| iShares Trust - iShares Russell 2000 ETF | 22.56% |
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