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DXSSX: DIREXION MONTHLY S&P 500(R) BEAR 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Bear Market |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 05/19/2023 |
| 12-Mo. Yield | 86.33% |
| Expenses | 1.41% |
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Performance Analytics (As of 05/22/2023)
Not up-to-date? Try| Last 1 Week* | 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(%) | -0.3 | -16.5 | -28.1 | -24.0 | -24.1 | NA | � | -11.1 | 31.9 | -43.1 | -41.6 | -43.8 | 7.3 | -32.5 | -23.2 | -9.1 | -25.5 | -46.3 | -29.7 | -12.5 | -33.7 | -59.0 | 58.5 | -8.6 | -15.0 |
| Sharpe Ratio | NA | -0.52 | -0.8 | -0.63 | -0.75 | NA | -0.57 | -1.16 | 0.69 | -1.59 | -0.68 | -1.83 | 0.19 | -2.46 | -0.93 | -0.31 | -1.15 | -2.05 | -1.17 | -0.29 | -0.93 | -0.87 | 0.55 | -0.29 | -0.96 |
| Draw Down(%) | NA | 27.8 | 68.8 | 82.9 | 95.2 | NA | 99.7 | 15.5 | 27.8 | 45.5 | 66.4 | 46.3 | 22.7 | 33.4 | 38.9 | 22.5 | 35.3 | 46.3 | 32.3 | 31.4 | 40.1 | 77.8 | 46.1 | 26.9 | 31.7 |
| Standard Deviation(%) | NA | 38.1 | 36.3 | 39.7 | 32.9 | NA | 43.5 | 26.7 | 44.5 | 27.2 | 61.1 | 24.9 | 31.4 | 13.5 | 25.0 | 29.7 | 22.2 | 22.6 | 25.5 | 43.6 | 36.2 | 68.1 | 103.5 | 39.7 | 26.4 |
| Treynor Ratio | NA | 0.11 | 0.16 | 0.14 | 0.14 | NA | 0.12 | 0.19 | -0.17 | 0.22 | 0.24 | 0.23 | -0.03 | 0.18 | 0.13 | 0.05 | 0.14 | 0.23 | 0.16 | 0.07 | 0.18 | 0.25 | -0.23 | 0.05 | 0.11 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | NA | 0.01 | 0.01 | 0.01 | -0.02 | 0.03 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 | -0.03 |
| Beta | NA | -1.72 | -1.85 | -1.77 | -1.8 | NA | -2.06 | -1.66 | -1.77 | -1.93 | -1.72 | -1.95 | -1.84 | -1.9 | -1.84 | -1.93 | -1.88 | -1.98 | -1.93 | -1.76 | -1.91 | -2.4 | -2.48 | -2.49 | -2.3 |
| RSquared | NA | 0.97 | 0.97 | 0.96 | 0.96 | NA | 0.96 | 0.95 | 0.98 | 0.95 | 0.94 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.98 | 0.99 | 1.0 | 0.99 | 0.98 |
| Yield(%) | N/A | 86.3 | 12.4 | 5.2 | 2.6 | 1.6 | N/A | 88.4 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 1.8 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | N/A | 3578.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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