EDZ
-13.00 · -29.63%
$30.87 · NYSE ARCA

Direxion Daily MSCI Emerging Markets Bear 3X Shares (EDZ) ETF Analysis | Trading--Inverse Equity

Direxion Funds · United States
AUM:$10.4M
#– of – in Trading--Inverse Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 66.3% over the past year, indicating meaningful price weakness.

Cost Efficiency

Ongoing charge of 1.10% — above average for this category.

What is EDZ?

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 is a free float-adjusted market capitalization weighted index that is designed to represent the performance of large- and mid-capitalization securities across 24 emerging market countries.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
EDZ returned -66.3% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 1.10% is above average. Verify whether the strategy justifies the cost.
Notable Dividend Yield
Current yield of 8.33% provides a meaningful income component alongside market exposure.
ETF Information
AUM$10.4M
Expense Ratio1.10%
Dividend Yield8.33%
Holdings1
Inception DateDec 2008
DomicileUnited States
DistributionNA
Index–
ProviderDirexion Funds
Beta-2.05
CategoryTrading--Inverse Equity
CurrencyUSD
Portfolio Impact

How would EDZ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-37.5%
1Y
-69.2%
3Y
-86.3%
5Y
-81.2%
OpenBook InsightIf you had invested £10,000 in EDZ 5 years ago, it would have fallen to £1,875 — a loss of £8,125.

Annual Returns

Calendar year performance

EDZ delivered positive returns in 1 of the last 5 calendar years.
YearEDZ
2026 YTD-55.1%
2025-59.7%
2024-16.3%
2023-17.9%
2022+52.8%
CAGR 4yr-19.3%
1/5 positive yearsAvg return: -19.2%Worst year: -59.7% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
72.4%
Very High
Momentum
-17.5%
30-day change
Support Level
14.32
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Momentum is downward with a 17.5% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.