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DXKLX: DIREXION MONTHLY 7-10 YEAR TREASURY BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 20.75 0.03(0.14%) May 19
| Asset Class: | Trading-Leveraged Debt |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 04/13/2005 |
| Last Dividend Date: | 01/02/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.45% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/13/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -10.3 | -11.9 | -9.9 | -13.2 | -3.8 | -0.4 | 1.4 | 1.5 | -7.6 | -0.4 | -29.9 | -8.8 | 13.2 | 11.8 | -1.1 | 2.7 | -1.4 | 0.4 | 16.9 | -14.3 | 5.5 | 30.4 | 11.7 | -19.0 | 45.6 | 17.8 | -1.3 | -5.5 |
| Sharpe Ratio | NA | -1.12 | -1.02 | -0.84 | -1.03 | -0.43 | NA | NA | 0.01 | -1.2 | -0.29 | -1.61 | -0.84 | 0.89 | 0.97 | -0.3 | 0.25 | -0.15 | 0.03 | 1.71 | -1.12 | 0.44 | 1.65 | 0.67 | -0.81 | 1.74 | 1.03 | -0.42 | -1.26 |
| Draw Down(%) | NA | 14.9 | 24.5 | 34.4 | 54.1 | 54.1 | NA | NA | 54.1 | 11.9 | 19.9 | 33.5 | 11.9 | 9.1 | 7.2 | 9.7 | 6.2 | 17.4 | 11.3 | 4.3 | 18.1 | 9.2 | 10.9 | 17.1 | 23.9 | 15.4 | 11.4 | 12.5 | 8.9 |
| Standard Deviation(%) | NA | 25.1 | 17.7 | 17.2 | 15.3 | 13.5 | NA | NA | 15.0 | 11.7 | 16.4 | 19.5 | 10.6 | 14.5 | 10.7 | 8.1 | 8.5 | 10.9 | 13.2 | 9.9 | 12.8 | 12.4 | 18.4 | 17.4 | 23.7 | 25.5 | 14.4 | 10.9 | 7.9 |
| Treynor Ratio | NA | 5.0 | 4.29 | -1.5 | -5.3 | 0.47 | NA | NA | -0.01 | -2.1 | -0.92 | -2.21 | 1.19 | -0.63 | -0.25 | 0.14 | -0.05 | 0.05 | -0.01 | -0.44 | 0.99 | -0.09 | -0.57 | -0.23 | 0.69 | -1.47 | -0.32 | -0.36 | 0.86 |
| Alpha | NA | -0.11 | -0.07 | -0.06 | -0.06 | -0.01 | NA | NA | 0.02 | -0.06 | -0.02 | -0.13 | -0.03 | 0.07 | 0.09 | -0.01 | 0.04 | 0.01 | 0.01 | 0.08 | -0.04 | 0.06 | 0.12 | 0.08 | -0.04 | 0.11 | 0.06 | -0.02 | -0.04 |
| Beta | NA | -0.06 | -0.04 | 0.1 | 0.03 | -0.12 | NA | NA | -0.25 | 0.07 | 0.05 | 0.14 | -0.07 | -0.21 | -0.42 | -0.18 | -0.45 | -0.31 | -0.29 | -0.39 | -0.14 | -0.59 | -0.54 | -0.5 | -0.28 | -0.3 | -0.46 | 0.13 | -0.11 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | NA | NA | 0.1 | 0.01 | 0.0 | 0.03 | 0.01 | 0.24 | 0.24 | 0.14 | 0.13 | 0.14 | 0.12 | 0.2 | 0.02 | 0.36 | 0.46 | 0.27 | 0.1 | 0.24 | 0.26 | 0.01 | 0.02 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 0.1 | 1.0 | 1.7 | 2.0 | N/A | 1.0 | 0.0 | 0.0 | 0.0 | 1.3 | 7.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.9 | 0.2 | 8.2 | 3.0 | 0.0 | 3.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | -91.8 | -91.8 | -32.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -82.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 3058.5 | -98.0 | 121.9 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2005
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