SOXS Performance — Direxion Daily Semiconductor Bear 3X Shares
Data updated: 2026-09-28
SOXS returned −91.22% year to date and −96.35% over one year to Jul 2026. Annualised returns are −84.51% over 3 years and −78.48% over 5 years. The fund trailed its Trading - Inverse category average: $100 invested three years ago grew to $0, against $39 for the category, and to $4 over one year, against $73. Volatility over the past three years was 91.88% a year. In the 12 months to Jul 2026 the fund took in a net $4.3B, and assets reached $1.61B.
SOXS Growth of $100
What $100 invested in Direxion Daily Semiconductor Bear 3X Shares grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Trading - Inverse category average over the same months.
| Period | SOXS | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $4 | $73 |
| 3 years (Aug 2023 – Jul 2026) | $0 | $39 |
| 5 years (Aug 2021 – Jul 2026) | $0 | $35 |
| Since data start (Aug 2019 – Jul 2026) | $0 | $12 |
SOXS Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −91.22% |
| 1 year | −96.35% |
| 3 years (annualised) | −84.51% |
| 5 years (annualised) | −78.48% |
SOXS Annual Returns
Calendar-year total returns of Direxion Daily Semiconductor Bear 3X Shares, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | −91.22% |
| 2025 | −85.58% |
| 2024 | −59.34% |
| 2023 | −84.59% |
| 2022 | +15.44% |
| 2021 | −80.90% |
| 2020 | −92.88% |
| 2019 (Aug–Dec) | −49.86% |
SOXS 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 | −37.1% | −9.2% | +11.5% | −66.5% | −52.3% | −48.5% | +67.6% | — | — | — | — | — |
| 2025 | −8.4% | +11.0% | +28.1% | −35.2% | −31.2% | −39.1% | −1.9% | −7.6% | −26.8% | −35.8% | +3.1% | −7.1% |
| 2024 | −7.9% | −29.2% | −14.1% | +13.7% | −24.8% | −16.6% | +3.7% | −6.3% | −7.0% | +14.2% | +2.1% | −3.4% |
| 2023 | −39.1% | −8.7% | −24.9% | +25.1% | −39.8% | −18.8% | −16.3% | +11.5% | +23.4% | +21.0% | −37.6% | −30.5% |
| 2022 | +30.9% | −5.3% | −11.7% | +50.2% | −27.7% | +62.2% | −40.9% | +23.3% | +46.7% | −15.7% | −49.7% | +32.3% |
| 2021 | −13.8% | −22.9% | −18.1% | −2.7% | −11.8% | −15.7% | −3.8% | −7.2% | +12.2% | −18.9% | −31.0% | −13.6% |
| 2020 | +6.9% | +8.3% | −28.8% | −45.9% | −24.8% | −24.7% | −21.5% | −17.7% | −4.7% | −4.4% | −43.3% | −15.6% |
| 2019 | — | — | — | — | — | — | — | +1.8% | −12.3% | −18.6% | −12.3% | −21.5% |
SOXS Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 91.88%
- 3-year Sharpe ratio: -0.97 (vs 4.5% risk-free rate)
- Best month: +67.62% (Jul 2026)
- Worst month: −66.49% (Apr 2026)
SOXS Fund Flows
Monthly money in and out of Direxion Daily Semiconductor Bear 3X Shares, from SEC Form N-PORT.
- 12-month net flow: $4.3B
- 12-month gross sales (incl. reinvestments): $12.2B
- Sales ÷ redemptions: 1.54×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $977.1M | $1.6B | −$606.4M |
| Jun 2026 | $1.7B | $1.4B | $334.5M |
| May 2026 | $2.0B | $637.7M | $1.3B |
| Apr 2026 | $2.9B | $369.2M | $2.5B |
| Mar 2026 | $720.5M | $1.1B | −$403.8M |
| Feb 2026 | $467.4M | $467.6M | −$206K |
| Jan 2026 | $786.3M | $264.5M | $521.7M |
| Dec 2025 | $334.7M | $245.5M | $89.2M |
| Nov 2025 | $355.5M | $588.5M | −$233.0M |
| Oct 2025 | $729.6M | $352.6M | $377.0M |
| Sep 2025 | $619.6M | $324.4M | $295.2M |
| Aug 2025 | $559.4M | $524.5M | $34.9M |
SOXS Assets Under Management
Net assets of Direxion Daily Semiconductor Bear 3X Shares by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.61B |
| 2026-04-30 | $1.85B |
| 2026-01-31 | $1.13B |
| 2025-10-31 | $1.20B |
| 2025-07-31 | $1.52B |
| 2025-04-30 | $767.01M |
| 2025-01-31 | $609.59M |
| 2024-10-31 | $884.43M |
| 2024-07-31 | $522.60M |
| 2024-04-30 | $671.12M |
| 2024-01-31 | $905.99M |
| 2023-10-31 | $773.83M |
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.