HIBL Performance — Direxion Daily S&P 500 High Beta Bull 3X Shares
Data updated: 2026-09-28
HIBL returned +40.56% year to date and +89.21% over one year to Jul 2026. Annualised returns are +29.39% over 3 years and +9.30% over 5 years. The fund beat its Trading - Leveraged category average: $100 invested three years ago grew to $217, against $136 for the category, and to $189 over one year, against $105. Volatility over the past three years was 74.05% a year. In the 12 months to Jul 2026 the fund lost a net $33.8M, and assets reached $75.02M.
HIBL Growth of $100
What $100 invested in Direxion Daily S&P 500 High Beta Bull 3X Shares grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Trading - Leveraged category average over the same months.
| Period | HIBL | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $189 | $105 |
| 3 years (Aug 2023 – Jul 2026) | $217 | $136 |
| 5 years (Aug 2021 – Jul 2026) | $156 | $130 |
| Since data start (Nov 2019 – Jul 2026) | $271 | $148 |
HIBL Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +40.56% |
| 1 year | +89.21% |
| 3 years (annualised) | +29.39% |
| 5 years (annualised) | +9.30% |
HIBL Annual Returns
Calendar-year total returns of Direxion Daily S&P 500 High Beta Bull 3X Shares, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +40.56% |
| 2025 | +59.97% |
| 2024 | −0.83% |
| 2023 | +81.40% |
| 2022 | −68.22% |
| 2021 | +128.96% |
| 2020 | −25.07% |
| 2019 (Nov–Dec) | +23.03% |
HIBL Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.7% | +2.8% | −18.5% | +52.8% | +35.7% | +6.4% | −30.1% | — | — | — | — | — |
| 2025 | +6.9% | −16.1% | −29.3% | −9.4% | +33.4% | +34.2% | +15.7% | +4.2% | +14.2% | +12.0% | −7.1% | +8.7% |
| 2024 | −9.1% | +13.9% | +11.6% | −20.4% | +2.9% | +4.0% | +6.4% | −7.6% | +10.5% | −10.2% | +21.9% | −15.3% |
| 2023 | +52.5% | −9.3% | −5.5% | −12.9% | +5.0% | +35.2% | +15.6% | −17.8% | −22.4% | −24.9% | +44.6% | +40.4% |
| 2022 | −17.7% | +2.0% | −2.0% | −32.7% | −2.4% | −40.0% | +50.5% | −16.7% | −32.0% | +23.9% | +24.8% | −25.6% |
| 2021 | −4.0% | +62.2% | +10.6% | +14.1% | +15.2% | −4.3% | −12.9% | +7.1% | −6.6% | +23.1% | −9.0% | +8.5% |
| 2020 | −13.0% | −27.5% | −74.8% | +53.9% | +20.6% | +4.3% | +3.1% | +20.4% | −15.3% | +2.7% | +86.0% | +21.3% |
| 2019 | — | — | — | — | — | — | — | — | — | — | +4.9% | +17.3% |
HIBL Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 74.05%
- 3-year Sharpe ratio: 0.34 (vs 4.5% risk-free rate)
- Best month: +52.79% (Apr 2026)
- Worst month: −30.08% (Jul 2026)
HIBL Fund Flows
Monthly money in and out of Direxion Daily S&P 500 High Beta Bull 3X Shares, from SEC Form N-PORT.
- 12-month net flow: −$33.8M
- 12-month gross sales (incl. reinvestments): $68.2M
- Sales ÷ redemptions: 0.67×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $9.3M | $9.6M | −$218K |
| Jun 2026 | $6.4M | $5.5M | $906K |
| May 2026 | $0 | $5.1M | −$5.1M |
| Apr 2026 | $12.3M | $16.6M | −$4.3M |
| Mar 2026 | $9.1M | $3.0M | $6.1M |
| Feb 2026 | $3.5M | $7.5M | −$4.1M |
| Jan 2026 | $3.8M | $14.6M | −$10.9M |
| Dec 2025 | $3.4M | $6.7M | −$3.3M |
| Nov 2025 | $15.2M | $10.4M | $4.8M |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $0 | $8.0M | −$8.0M |
| Aug 2025 | $5.3M | $15.0M | −$9.7M |
HIBL Assets Under Management
Net assets of Direxion Daily S&P 500 High Beta Bull 3X Shares by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $75.02M |
| 2026-04-30 | $78.91M |
| 2026-01-31 | $58.08M |
| 2025-10-31 | $60.53M |
| 2025-07-31 | $62.80M |
| 2025-04-30 | $47.14M |
| 2025-01-31 | $36.47M |
| 2024-10-31 | $37.08M |
| 2024-07-31 | $47.17M |
| 2024-04-30 | $51.34M |
| 2024-01-31 | $62.49M |
| 2023-10-31 | $59.18M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.