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DXKSX: DIREXION MONTHLY 7-10 YEAR TREASURY BEAR 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 28.54 0.03(0.11%) May 19
| Asset Class: | Trading-Inverse Debt |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 05/24/2004 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 4.00% |
| Expenses | 1.41% |
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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 05/24/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -1.1 | 3.8 | 8.2 | 10.5 | 0.1 | -4.6 | -6.0 | -6.4 | 12.6 | 3.0 | 35.6 | 4.7 | -18.3 | -11.5 | 0.0 | -5.5 | -4.8 | -6.7 | -18.8 | 9.4 | -11.5 | -30.9 | -18.0 | 17.4 | -39.2 | -12.3 | 1.2 | 0.8 | -11.3 |
| Sharpe Ratio | NA | -0.53 | -0.22 | 0.27 | 0.56 | -0.11 | NA | NA | -0.51 | 0.52 | -0.07 | 1.85 | 0.45 | -1.25 | -1.2 | -0.16 | -0.72 | -0.46 | -0.51 | -1.87 | 0.76 | -0.93 | -1.61 | -1.05 | 0.67 | -1.5 | -0.98 | -0.18 | -0.13 | -1.65 |
| Draw Down(%) | NA | 9.0 | 11.1 | 14.0 | 14.0 | 41.8 | NA | NA | 85.6 | 11.6 | 14.0 | 13.4 | 9.9 | 21.3 | 18.8 | 8.9 | 10.8 | 16.7 | 10.4 | 20.2 | 9.3 | 19.1 | 35.8 | 27.8 | 18.5 | 40.8 | 23.4 | 13.9 | 11.4 | 14.0 |
| Standard Deviation(%) | NA | 11.9 | 11.6 | 15.3 | 13.9 | 12.7 | NA | NA | 15.0 | 11.7 | 16.8 | 18.6 | 10.5 | 14.8 | 10.8 | 8.1 | 8.5 | 10.9 | 13.2 | 10.1 | 12.5 | 12.5 | 19.3 | 17.3 | 26.0 | 26.7 | 15.7 | 11.1 | 10.9 | 11.5 |
| Treynor Ratio | NA | -0.95 | -0.51 | -0.47 | -3.49 | -0.11 | NA | NA | -0.3 | -0.95 | 0.33 | -2.57 | 0.58 | -0.86 | -0.3 | -0.07 | -0.13 | -0.16 | -0.22 | -0.48 | 0.65 | -0.19 | -0.55 | -0.35 | 0.6 | -1.26 | -0.31 | 0.18 | -0.33 | -1.74 |
| Alpha | NA | -0.02 | -0.01 | 0.02 | 0.03 | -0.01 | NA | NA | -0.04 | 0.03 | 0.0 | 0.11 | 0.01 | -0.1 | -0.1 | 0.0 | -0.06 | -0.03 | -0.03 | -0.1 | 0.02 | -0.08 | -0.15 | -0.1 | 0.05 | -0.14 | -0.07 | 0.0 | 0.0 | -0.09 |
| Beta | NA | 0.07 | 0.05 | -0.09 | -0.02 | 0.13 | NA | NA | 0.26 | -0.06 | -0.04 | -0.13 | 0.08 | 0.21 | 0.43 | 0.18 | 0.45 | 0.33 | 0.3 | 0.39 | 0.15 | 0.6 | 0.56 | 0.52 | 0.29 | 0.32 | 0.49 | -0.11 | 0.04 | 0.11 |
| RSquared | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.04 | NA | NA | 0.11 | 0.0 | 0.0 | 0.03 | 0.01 | 0.25 | 0.25 | 0.14 | 0.13 | 0.15 | 0.13 | 0.2 | 0.02 | 0.37 | 0.46 | 0.29 | 0.09 | 0.24 | 0.25 | 0.01 | 0.0 | 0.01 |
| Yield(%) | N/A | 0.0 | 4.0 | 6.6 | 5.0 | 1.6 | 3.7 | 1.6 | N/A | 9.6 | 8.6 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -72.1 | 1532.3 | 1532.3 | 4281.8 | N/A | N/A | N/A | 7.7 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2004
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