Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DXRLX (DIREXION MONTHLY SMALL CAP BULL 2X FUND INVESTOR CLASS) | 22.84% | 61.22% | 22.40% | 0.69% | 12.21% | 13.23% | 5.59% | … | … |
Data as of 06/05/2026, Common starting date is 03/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DXRLX (DIREXION MONTHLY SMALL CAP BULL 2X FUND INVESTOR CLASS) | 03/04/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.23 | 61.22 | 22.40 | 0.69 | 12.21 | 13.23 | 5.59 | … | … | 22.84 | 15.22 | 10.66 | 20.05 | -40.25 | 25.78 | 20.98 | 52.55 | -27.45 | 27.06 | 39.65 | -11.97 | 6.55 | 85.76 | 31.08 | -13.92 | 49.41 | 39.88 | -75.96 | -23.67 | 13.17 | 0.71 | 18.13 | 52.37 | -28.24 | -4.26 | -14.42 | 35.62 |
| Sharpe Ratio | NA | 2.12 | 0.61 | 0.00 | 0.23 | NA | NA | … | … | 2.44 | 0.30 | 0.20 | 0.47 | -0.76 | 0.59 | 0.19 | 1.55 | -0.76 | 1.10 | 1.05 | -0.35 | 0.20 | 2.90 | 0.91 | -0.20 | 0.97 | 0.45 | -0.65 | -0.53 | 0.24 | -0.08 | 0.77 | 2.20 | -0.92 | -0.23 | -0.48 | 1.98 |
| Standard Deviation(%) | NA | 33.38 | 37.23 | 41.56 | 50.06 | NA | NA | … | … | 35.29 | 41.01 | 36.00 | 34.93 | 54.84 | 43.70 | 108.06 | 32.96 | 38.03 | 24.11 | 37.62 | 33.90 | 32.96 | 29.61 | 34.33 | 71.11 | 50.62 | 88.65 | 118.54 | 51.23 | 40.27 | 20.14 | 22.27 | 23.46 | 32.07 | 29.59 | 39.12 | 20.63 |
| Draw Down(%) | NA | 19.38 | 45.58 | 58.00 | 76.64 | NA | NA | … | … | 19.38 | 39.68 | 17.83 | 32.39 | 49.43 | 23.84 | 74.50 | 18.33 | 50.56 | 12.68 | 30.64 | 30.37 | 25.24 | 10.70 | 24.32 | 51.61 | 37.34 | 66.36 | 86.73 | 40.36 | 34.34 | 15.46 | 19.13 | 16.87 | 45.58 | 32.38 | 36.02 | 14.62 |
| Yield(%) | 0.00 | 2.68 | 1.88 | 0.87 | 3.33 | 2.63 | 1.95 | … | … | 2.04 | 1.42 | 0.73 | 0.00 | 1.30 | 0.00 | 0.86 | 10.40 | 5.09 | 0.00 | 0.00 | 0.00 | 0.00 | 4.92 | 0.00 | 0.00 | 0.00 | 0.00 | 2.94 | 3.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.85 | 0.00 | 2.50 |
Data as of 06/05/2026, Common starting date is 03/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXRLX (DIREXION MONTHLY SMALL CAP BULL 2X FUND INVESTOR CLASS) |
-54.40%
Feb 2006 – Feb 2009 |
-34.86%
Feb 2004 – Feb 2009 |
-14.17%
Apr 1999 – Apr 2009 |
-1.51%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXRLX (DIREXION MONTHLY SMALL CAP BULL 2X FUND INVESTOR CLASS) |
62.20%
Feb 2009 – Feb 2012 |
55.15%
Feb 2009 – Feb 2014 |
30.32%
Feb 2009 – Feb 2019 |
21.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart