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DXZLX: DIREXION MONTHLY LATIN AMERICA BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)

Basic Info

Asset Class:	Trading-Leveraged Equity
MyPlanIQ Rating:	Not Rated
Start Date:	05/01/2006
Last Dividend Date:	04/30/2010
12-Mo. Yield	0.00%
Expenses	1.90%
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Performance Analytics (As of 09/08/2020)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	Since 05/01/2006	2016	2015	2014
Annualized Return(%) ?	0.0	0.0	0.0	6.6	-12.1	-12.2	68.8	-57.8	-30.9
Sharpe Ratio ?	NA	0.55	-0.8	-0.83	-0.52	-0.51	0.65	-1.38	-0.97
Draw Down(%) ?	NA	32.9	84.0	88.4	97.2	97.2	28.0	60.1	56.9

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	Since 05/01/2006	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006
Annualized Return(%) ?	0.0	0.0	0.0	6.6	-12.1	-12.2	68.8	-57.8	-30.9	-28.8	3.0	-41.4	19.3	193.5	-87.4	48.7	4.2
Sharpe Ratio ?	NA	0.55	-0.8	-0.83	-0.52	-0.51	0.65	-1.38	-0.97	-1.19	-0.41	-0.91	0.01	2.06	-0.73	0.35	-0.29
Draw Down(%) ?	NA	32.9	84.0	88.4	97.2	97.2	28.0	60.1	56.9	44.2	39.3	54.7	39.3	47.9	94.2	41.0	52.9
Standard Deviation(%) ?	NA	54.9	53.8	48.5	73.3	72.8	55.0	55.3	51.1	39.7	38.7	65.6	54.3	84.8	146.0	77.6	64.1
Treynor Ratio ?	NA	0.11	-0.18	-0.16	-0.13	-0.13	0.13	-0.33	-0.23	-0.2	-0.06	-0.24	0.0	0.63	-0.34	0.07	-0.04
Alpha	NA	2.05	1.83	1.05	0.92	0.89	2.12	1.98	-0.13	1.45	-0.01	-0.07	1.21	0.39	0.22	0.42	0.18
Beta	NA	2.74	2.43	2.45	2.88	2.91	2.75	2.34	2.15	2.42	2.55	2.52	2.6	2.78	3.12	4.05	5.12
RSquared ?	NA	0.43	0.37	0.42	0.69	0.68	0.43	0.43	0.23	0.46	0.7	0.83	0.74	0.8	0.78	0.74	0.69
Yield(%)	N/A	0.0	0.0	0.0	4.3	N/A	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	4.0	30.5	7.3
Dividend Growth(%)	N/A	N/A	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	N/A	-100.0	N/A	-100.0	-81.0	336.0	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	Since 05/01/2006	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006
Annualized Return(%) ?	0.0	0.0	0.0	6.6	-12.1	-12.2	68.8	-57.8	-30.9	-28.8	3.0	-41.4	19.3	193.5	-87.4	48.7	4.2
Sharpe Ratio ?	NA	0.55	-0.8	-0.83	-0.52	-0.51	0.65	-1.38	-0.97	-1.19	-0.41	-0.91	0.01	2.06	-0.73	0.35	-0.29
Draw Down(%) ?	NA	32.9	84.0	88.4	97.2	97.2	28.0	60.1	56.9	44.2	39.3	54.7	39.3	47.9	94.2	41.0	52.9
Standard Deviation(%) ?	NA	54.9	53.8	48.5	73.3	72.8	55.0	55.3	51.1	39.7	38.7	65.6	54.3	84.8	146.0	77.6	64.1
Treynor Ratio ?	NA	0.11	-0.18	-0.16	-0.13	-0.13	0.13	-0.33	-0.23	-0.2	-0.06	-0.24	0.0	0.63	-0.34	0.07	-0.04
Alpha	NA	2.05	1.83	1.05	0.92	0.89	2.12	1.98	-0.13	1.45	-0.01	-0.07	1.21	0.39	0.22	0.42	0.18
Beta	NA	2.74	2.43	2.45	2.88	2.91	2.75	2.34	2.15	2.42	2.55	2.52	2.6	2.78	3.12	4.05	5.12
RSquared ?	NA	0.43	0.37	0.42	0.69	0.68	0.43	0.43	0.23	0.46	0.7	0.83	0.74	0.8	0.78	0.74	0.69
Yield(%)	N/A	0.0	0.0	0.0	4.3	N/A	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	4.0	30.5	7.3
Dividend Growth(%)	N/A	N/A	N/A	-100.0	N/A	N/A	N/A	N/A	N/A	N/A	N/A	-100.0	N/A	-100.0	-81.0	336.0	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2006

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DXZLX: DIREXION MONTHLY LATIN AMERICA BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)

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DXZLX: DIREXION MONTHLY LATIN AMERICA BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)

Basic Info

Performance Analytics (As of 09/08/2020)

Top Rated Funds in Trading-Leveraged Equity

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