Direxion Daily BRKB Bull 2X Shares (BRKU) Performance
BRKU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.0% since Dec 31, 2025
- 1 year
- +9.1% total return
- Since first price
- +8.4% since 2024
BRKU trailing returns vs SPY, QQQ, AGG
| Period | BRKU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +13.0% | +13.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +18.9% | +18.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +25.4% | +24.2% | +7.8% | +8.4% | −1.5% |
| YTD | +6.0% | +4.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.1% | +6.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 11, 2024 | +8.4% | +4.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BRKU vs SPY
From Dec 11, 2024: BRKU grew to $10,837, SPY to $12,799.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BRKU returns by calendar year
1 of 1 full years positive. Best 2025 (+6.4%), worst 2025 (+6.4%). 2026 is year to date.
BRKU annual returns table
| Year | BRKU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.0% | −18.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.4% | −31.1% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BRKU largest drawdowns
Now 16.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 2, 2025 | −35.4% | May 5, 2026 | not yet | 1.1 years | 1.6 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BRKU risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | −2.3% |
| Volatility (annualized) | 31.1% |
| Sharpe ratio | -0.05 |
| Sortino ratio | -0.08 |
| Best month | +19.3% |
| Worst month | −11.7% |
| Best 12 months | +6.4% |
| Worst 12 months | −30.3% |
| Positive months | 38% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BRKU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | −30.3% | −10.5% | +15.1% | 27% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BRKU performance overview
Direxion Daily BRKB Bull 2X Shares (BRKU) returned +9.1% over the past year, with distributions reinvested. Since its first recorded price on Dec 11, 2024 it has returned +8.4%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.4%, from Apr 2, 2025 to May 5, 2026; the fund has not yet regained that high. Volatility has been 31.1% a year.
Related: BRKU chart, BRKU dividends. See the BRKU overview for the latest quote and fund facts.
BRKU performance FAQ
What is the BRKU return over the past year?
BRKU returned +9.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.5%.
How much would $10,000 invested in BRKU be worth?
$10,000 invested in BRKU at its first recorded close on December 11, 2024 would be worth about $10,837 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BRKU?
The largest peak-to-trough decline was −35.4% between April 2, 2025 and May 5, 2026. It has not yet recovered to that high; it is 16.8% below its peak.
How volatile is BRKU?
Over the past history BRKU had an annualized volatility of 31.1% and a Sharpe ratio of -0.05 (excess return over 1–3 month T-bills per unit of risk).