Peer Group
| # | Name | Ticker | AUM |
|---|---|---|---|
| 1 | ProShares UltraPro QQQ | TQQQ | $37.9B |
| 2 | Direxion Daily Semiconductor Bull 3X Shares | SOXL | $24B |
| 3 | ProShares Ultra QQQ | QLD | $15.1B |
| 4 | ProShares Ultra S&P500 | SSO | $8.4B |
| 5 | Direxion Daily S&P 500 Bull 3X Shares | SPXL | $6.9B |
| 6 | Direxion Daily Technology Bull 3X Shares | TECL | $6.6B |
| 7 | ProShares UltraPro S&P500 | UPRO | $5.3B |
| 8 | Direxion Daily MU Bull 2X Shares | MUU | $4.3B |
| 9 | GraniteShares 2x Long NVDA Daily ETF | NVDL | $3.8B |
| 10 | Direxion Daily TSLA Bull 2X Shares | TSLL | $3.7B |
| Name | Cumulative Return | Ann. Return | Ann. Vol | Sharpe | Max DD |
|---|---|---|---|---|---|
Peer Group | -8.3% | -8.3% | 55.3% | -0.22 | -39.3% |
Peer composites equal-weight the group's share-class representatives' daily returns, including delisted members' alive-era history via the frozen year-end snapshots — though our coverage of closed funds is partial, so composite levels at older dates may run slightly high. Membership is the latest known — style migrators carry their full history. ETF performance based on market prices. Drag on chart to select period. Sharpe Ratio uses the one-month T-bill as the risk-free rate. From 10/7/2025 to 10/7/2026.
Name | YTD | 1D | 5D | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|---|---|---|
Peer Group | 13.0% | -3.2% | 2.0% | 1.1% | 3.3% | 29.4% | -8.3% | 20.9% | 32.7% | 12.8% | 11.5% |
ETF performance based on market prices. Returns for periods greater than one year are annualized. As of 10/7/2026.
Name | 1993 | 1994 | 1995 | 1996 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Peer Group | 7.0%* | -6.3% | 30.8% | 33.1% | 29.7% | 33.1% | 35.1% | -15.8% | -20.5% | -32.9% | 49.5% | 16.1% | 8.4% | 17.7% | 4.5% | -61.8% | 62.2% | 32.5% | -14.1% | 28.6% | 56.6% | 16.5% | -9.2% | 22.8% | 49.7% | -22.6% | 55.6% | 16.6% | 33.1% | -37.8% | 44.8% | 32.6% | 26.1% | 13.0% |
* partial year — the series ran for only part of it (its first year, or the year it closed); the figure is the return over the part it did run. ETF performance based on market prices. As of 10/7/2026.
Select a second series, or to correlate with the seven research factors.
Name | Ann. α | β MKT | β SMB | β HML | β RMW | β CMA | β UMD | β iHML | R² | Obs |
|---|---|---|---|---|---|---|---|---|---|---|
Global Dev Peer Group | -24.3% | 2.30** | -1.00** | -0.06 | -3.11** | -1.75** | -0.20 | -0.48** | 0.89 | 226 |
ETF performance based on market prices. Global Dev factor set. Daily OLS of excess return (fund − T-bill) on factor spread returns over the selected date range, intersected with each series' history. Bold with * |t| ≥ 1.96, ** |t| ≥ 2.58. Cell shading tracks each loading's t-stat. Betas are returns-based — compare with the holdings-based factor scores below. Factor returns are long-short spread returns (© Ken French, Dartmouth). Fama-French publishes daily factors for developed markets only, so Dev Ex-US is developed markets excluding the US and Global Dev is developed markets including it; emerging markets, a small share of world market capitalization, are not covered by the source data. From 10/7/2025 to 8/31/2026.
Leveraged - Equity Composite
No metrics selected — use Add metric to chart factors over time.
Every figure on this card is an equal-weight aggregate over the composite's share-class-deduped members: the median across the members reporting each field, blank where too few of them do. Three rows depart from that, because a median of them would say nothing: Inception is the group's OLDEST member — where its combined history can start; 3Y Flow is the group's own net flow over its own assets, not the middle member's rate; and Type, Asset Class and Region are compositions by member count. Holdings is the merged look-through book — distinct positions across the members' holdings.
Based on equity exposure only (49% of total assets).
Hover or click for factor definitions. Weighted average of underlying company-level values with weights equal to position size. Ranked within the clean equity fund universe, one entry per fund series (lowest: 0, highest: 100; the middle of the range is denser than the ends). Blue dots mark the fund's universe-normalized score; percentile overlays are off (Peer Universe: None). Stock-level data as of 8/31/2026. 311 of this group's 703 funds hold too little equity to count.
Based on equity exposure only (49% of total assets).
Hover or click for factor definitions. Weighted average of underlying company-level values with weights equal to position size. Solid blue dots mark the fund's position within the clean equity fund universe (5th–95th percentile scale); percentile overlays are off (Peer Universe: None). Stock-level data as of 8/31/2026. 311 of this group's 703 funds hold too little equity to count.
Shares of the fund's long book, from the asset category each position is filed under. 27.5% of this book sits in funds we hold no holdings file for and is drawn as its own slice.
Based on holdings that carry a country (41% of total assets).
Shares are percentages of the holdings that carry a country, not portfolio weights. Stock-level data as of 8/31/2026.
Based on equity exposure only (49% of total assets).
Shares are percentages of the fund's classified holdings — every position we can identify, with cash and unidentified positions excluded — not portfolio weights. Stock-level data as of 8/31/2026. 311 of this group's 703 funds hold too little equity to count.
Based on equity exposure only (49% of total assets).
Shares are percentages of the fund's classified equity book, renormalized so each split sums to 100% (the equity book is 46% of net assets) — they are not portfolio weights. China exposure: domiciled = incorporated in China or Hong Kong, falling back to the filing's country for holdings outside the stock model. Among the rest, revenue = ≥15% of revenue derived from China; operations = ≥3% of LinkedIn-tracked workforce in China, or ≥2 identified Chinese suppliers making up ≥12% of those identified. China revenue is estimated where segment reporting is absent. Company size bands by holding market cap: Mega >$500B, Large $70–500B, Mid $10–70B, Small $1–10B, Micro <$1B. Old vs New Economy partitions Sparkline's 48 industries: New = technology, internet platforms and entertainment, e-commerce, payments, pharma/biotech/medtech, and renewable energy; Old = everything else. Shares are of classified holdings and sum to 100%. China shares are of total equity weight. Size shares are of scored holdings weight. Stock-level data as of 8/31/2026. 311 of this group's 703 funds hold too little equity to count.
10 of 687 funds (top 10 shown, create for all 687)
| # | Name | Ticker | Weight % | AUM |
|---|---|---|---|---|
| 1 | ProShares UltraPro QQQ | TQQQ | 0.15 | $37.9B |
| 2 | Direxion Daily Semiconductor Bull 3X Shares | SOXL | 0.15 | $24B |
| 3 | ProShares Ultra QQQ | QLD | 0.15 | $15.1B |
| 4 | ProShares Ultra S&P500 | SSO | 0.15 | $8.4B |
| 5 | Direxion Daily S&P 500 Bull 3X Shares | SPXL | 0.15 | $6.9B |
| 6 | Direxion Daily Technology Bull 3X Shares | TECL | 0.15 | $6.6B |
| 7 | ProShares UltraPro S&P500 | UPRO | 0.15 | $5.3B |
| 8 | Direxion Daily MU Bull 2X Shares | MUU | 0.15 | $4.3B |
| 9 | GraniteShares 2x Long NVDA Daily ETF | NVDL | 0.15 | $3.8B |
| 10 | Direxion Daily TSLA Bull 2X Shares | TSLL | 0.15 | $3.7B |
The funds this composite is made of, each counting once (100 ÷ 10 — the same equal weighting behind its returns and its median exposures), listed largest first by assets. Tick Look-Through to expand them into the stocks they hold. Holdings Concentration beside this card always describes that looked-through book, not this list — it is a statement about exposure, not about the roster. Stock-level data as of 8/31/2026.
Hover or click for definitions. Solid blue dots mark the fund: percentage rows on a 0–100% scale, holdings counts log-scaled across the clean-universe 5th–95th percentile range; percentile overlays are off (Peer Universe: None). Every row on this card describes the composite's merged look-through book — the stocks its members hold — not the list of member funds, whatever the Holdings card is showing.
Metric | Leveraged - Equity Composite 703 funds | Peer Asset Class 749 funds |
|---|---|---|
YTD Return | -10.30% | -10.88%51 |
1Y Return | 7.18% | -0.94%53 |
3Y Return (Ann.) | 24.82% | 24.24%52 |
5Y Return (Ann.) | 7.34% | 6.79%51 |
Expense Ratiohigher = cheaper | 0.99% | 0.99%45 |
Leveraged - Equity Composite is a Sparkline peer composite — its members are the share-class representatives of the funds in the group (one class per fund: the exchange-listed class where the SEC series has one, else its longest-history class). This card ranks it against its asset class, Leveraged, which is the only pool a composite has: there is no peer group of peer groups, and the region tier is a fund-level grouping. Typical Member rows are medians across those representatives — the value is the group’s median, and the percentile is the median of the members’ own ranks within Leveraged, so both describe the middle fund rather than the group as a whole. Quartile chips fill the layer the rank falls in (top layer = best quartile). A dash is a window the group is younger than, or one too few Leveraged funds have a history for to rank against — hover it for which.