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MSFD
+0.84 · +7.28%
$12.40 · NASDAQ

Direxion Daily MSFT Bear 1X Shares (MSFD) ETF Analysis | Trading--Inverse Equity

Direxion Funds · USA
AUM:$10.9M
#– 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

MSFD returned +2.1% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 1.06% — above average for this category.

What is MSFD?

The fund, under normal circumstances, invests at least 80% of the it"s net assets (plus borrowings for investment purposes) in financial instruments, including swap agreements and options, that, in combination, provide 1X daily inverse (opposite) or short exposure to MSFT, consistent with the fund"s investment objective.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
MSFD returned 2.1% over the past year.
Higher Cost Profile
Expense ratio of 1.06% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 73.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$10.9M
Expense Ratio1.06%
Dividend Yield2.99%
Holdings1
Inception DateSept 2022
Domicile–
Distribution–
Index–
ProviderDirexion Funds
Beta-1.01
CategoryTrading--Inverse Equity
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-27.8%
1Y
-7.0%
3Y
-38.2%
5Y
-53.5%
OpenBook InsightIf you had invested £10,000 in MSFD 5 years ago, it would have fallen to £4,655 — a loss of £5,345.

Annual Returns

Calendar year performance

MSFD delivered positive returns in 1 of the last 5 calendar years.
YearMSFD
2026 YTD-14.3%
2025-13.9%
2024-9.1%
2023-35.5%
2022+3.9%
CAGR 4yr-14.9%
1/5 positive yearsAvg return: -13.8%Worst year: -35.5% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
50.9%
Very High
Momentum
-23.8%
30-day change
Support Level
10.03
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Momentum is downward with a 23.8% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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