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DXSLX: DIREXION MONTHLY S&P 500(R) BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 57.59 0.47(0.81%) April 25
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (27%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 01/02/2024 |
12-Mo. Yield | 0.00% |
Expenses | 1.39% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 8.7 | 38.9 | 7.1 | 18.3 | 18.6 | 24.7 | 11.1 | 39.9 | -37.3 | 59.1 | 27.5 | 61.5 | -14.8 | 42.6 | 20.7 | -1.3 | 25.8 | 69.1 | 29.4 | -0.5 | 24.4 | 47.0 | -73.6 | -1.6 | 11.9 |
Sharpe Ratio | NA | 0.8 | 1.28 | 0.13 | 0.37 | 0.47 | NA | 0.22 | 1.58 | -0.83 | 2.28 | 0.35 | 2.39 | -0.45 | 3.17 | 0.76 | -0.04 | 1.12 | 3.13 | 1.16 | -0.01 | 0.67 | 0.7 | -0.7 | -0.11 | 0.59 |
Draw Down(%) | NA | 9.8 | 18.2 | 44.7 | 61.1 | 61.1 | NA | 89.9 | 18.2 | 44.7 | 10.4 | 61.1 | 13.6 | 38.2 | 5.5 | 20.3 | 24.1 | 14.5 | 11.1 | 19.0 | 35.3 | 29.8 | 57.3 | 85.6 | 24.9 | 18.9 |
Standard Deviation(%) | NA | 20.2 | 20.5 | 33.0 | 44.6 | 36.9 | NA | 45.1 | 22.8 | 47.0 | 25.9 | 77.1 | 25.2 | 35.9 | 13.3 | 26.8 | 31.8 | 23.0 | 22.0 | 25.6 | 49.1 | 36.2 | 66.9 | 106.0 | 40.4 | 26.0 |
Treynor Ratio | NA | 0.1 | 0.15 | 0.02 | 0.08 | 0.08 | NA | 0.04 | 0.21 | -0.2 | 0.3 | 0.12 | 0.3 | -0.08 | 0.21 | 0.1 | -0.01 | 0.13 | 0.35 | 0.15 | 0.0 | 0.12 | 0.19 | -0.3 | -0.02 | 0.06 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.08 | -0.02 | -0.02 |
Beta | NA | 1.69 | 1.73 | 1.89 | 2.06 | 2.06 | NA | 2.22 | 1.74 | 1.93 | 1.98 | 2.2 | 2.01 | 2.09 | 1.99 | 2.04 | 2.05 | 2.02 | 1.99 | 2.01 | 2.09 | 2.0 | 2.45 | 2.51 | 2.51 | 2.5 |
RSquared | NA | 0.92 | 0.98 | 0.99 | 0.98 | 0.99 | NA | 0.97 | 1.0 | 0.99 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.95 | 1.0 | 1.0 |
Yield(%) | N/A | 0.7 | 0.8 | 3.4 | 5.2 | 3.5 | 13.3 | N/A | 0.0 | 0.0 | 12.0 | 3.0 | 6.7 | 1.1 | 9.2 | 0.0 | 4.8 | 5.0 | 8.0 | 8.9 | 6.2 | 0.1 | 0.0 | 3.9 | 0.8 | 6.7 |
Dividend Growth(%) | N/A | N/A | N/A | 27.5 | -60.1 | N/A | N/A | N/A | N/A | -100.0 | 380.0 | -32.0 | -6.4 | -83.5 | N/A | -100.0 | 18.9 | -6.4 | 9.2 | 35.1 | 8733.3 | N/A | -100.0 | 370.6 | -87.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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