The investment seeks daily investment results, before fees and expenses, of 300% of the daily performance of the Dow Jones Transportation AverageTM. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds (ETFs) that track the index and other financial instruments that provide daily leveraged exposure to the index or to ETFs that track the index. The index measures the performance of large, well-known companies within the transportation industry. The fund is non-diversified.
|FDX||FedEx Corporation||8.35 %|
|KSU||Kansas City Southern||8.17 %|
|NSC||Norfolk Southern Corporation||7.60 %|
|UNP||Union Pacific Corporation||6.12 %|
|UPS||United Parcel Service, Inc||5.79 %|
|JBHT||J.B. Hunt Transport Services, Inc||4.57 %|
|LSTR||Landstar System, Inc||4.51 %|
|EXPD||Expeditors International of Washington, Inc||3.43 %|
|CHRW||C.H. Robinson Worldwide, Inc||2.72 %|
|CSX||CSX Corporation||2.71 %|
|QLD||ProShares Ultra QQQ||0.95 %||
|SOXL||Direxion Daily Semiconductor B..||0.99 %||
|SSO||ProShares Ultra S&P500||0.91 %||
|FAS||Direxion Daily Financial Bull ..||0.99 %||
|UPRO||ProShares UltraPro S&P500||0.93 %||
|SPXL||Direxion Daily S&P500 Bull 3X ..||1.01 %||
|TECL||Direxion Daily Technology Bull..||1.01 %||
|TNA||Direxion Daily Small Cap Bull ..||1.11 %||
|FNGU||MicroSectors FANG+ Index 3X Le..||0.95 %||
|NUGT||Direxion Daily Gold Miners Ind..||1.14 %||
|Market Performance vs.
Industry/Classification (Trading--Leveraged Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||117.10%||20%||F||4%||F|
|Risk Adjusted Return||19.59%||26%||F||32%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.