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DXKLX: DIREXION MONTHLY 7-10 YEAR TREASURY BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 22.57 0.16(0.70%) April 25
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 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/13/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | -9.8 | -16.0 | -14.1 | -6.2 | -1.9 | 0.2 | 2.2 | -0.4 | -29.9 | -8.8 | 16.8 | 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 | -2.34 | -1.11 | -0.99 | -0.5 | -0.22 | NA | 0.08 | -0.29 | -1.61 | -0.84 | 1.17 | 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 | 10.1 | 19.6 | 42.6 | 47.6 | 47.6 | NA | 47.6 | 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 | 12.9 | 14.7 | 16.0 | 14.8 | 12.7 | NA | 14.9 | 16.4 | 19.5 | 10.6 | 14.1 | 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 | -2.22 | -0.91 | -1.82 | 0.81 | 0.19 | NA | -0.05 | -0.92 | -2.21 | 1.19 | -0.78 | -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 | -0.14 | -0.07 | -0.06 | -0.02 | 0.0 | NA | 0.02 | -0.02 | -0.13 | -0.03 | 0.08 | 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 | 0.14 | 0.18 | 0.09 | -0.09 | -0.14 | NA | -0.26 | 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 | 0.01 | 0.02 | 0.01 | 0.02 | 0.04 | NA | 0.12 | 0.0 | 0.03 | 0.01 | 0.26 | 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 | 1.0 | 1.0 | 0.2 | 2.7 | 1.5 | 2.1 | N/A | 0.0 | 0.0 | 0.0 | 4.9 | 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 | N/A | N/A | -94.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -34.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 3150.0 | -98.0 | 121.7 | 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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