Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DXRSX (DIREXION MONTHLY SMALL CAP BEAR 2X FUND INVESTOR CLASS) | NA | 395,251.60% | 1,068.51% | 335.59% | 78.74% | 19.32% | 7.34% | 5.28% |
Data as of 05/22/2023, AR inception is 02/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DXRSX (DIREXION MONTHLY SMALL CAP BEAR 2X FUND INVESTOR CLASS) | 02/16/2000 | 05/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 432,627.27 | 395,251.60 | 1,068.51 | 335.59 | 78.74 | 19.32 | 7.34 | 5.28 | -0.42 | 34.27 | -28.51 | -53.33 | -40.53 | 18.70 | -25.50 | -40.53 | -0.26 | -17.43 | -52.88 | -32.37 | -9.98 | -50.13 | -69.11 | -36.72 | -5.94 | -34.61 | -14.87 | -19.53 | -37.57 | 0.60 | -9.28 | -3.47 |
| Sharpe Ratio | NA | -0.30 | -0.59 | -0.39 | -0.56 | NA | NA | -0.56 | -0.17 | 0.64 | -0.62 | -0.71 | -1.31 | 0.52 | -1.09 | -1.12 | -0.01 | -0.54 | -1.76 | -0.96 | -0.16 | -0.98 | -0.76 | -0.30 | -0.17 | -0.88 | -0.56 | -1.15 | -2.02 | -0.02 | -0.48 | -0.24 |
| Standard Deviation(%) | NA | 44.93 | 50.02 | 50.41 | 42.03 | NA | NA | 49.76 | 34.42 | 51.76 | 46.15 | 75.60 | 32.29 | 33.49 | 24.15 | 36.23 | 32.70 | 32.14 | 30.06 | 34.17 | 62.10 | 51.15 | 90.67 | 123.31 | 52.00 | 42.98 | 30.21 | 17.85 | 18.95 | 28.08 | 24.79 | 32.93 |
| Draw Down(%) | NA | 36.87 | 76.61 | 86.60 | 95.38 | NA | NA | 99.96 | 22.36 | 34.34 | 41.02 | 78.83 | 42.76 | 29.45 | 27.89 | 58.11 | 24.01 | 28.30 | 52.88 | 33.77 | 43.99 | 56.85 | 86.05 | 72.82 | 26.95 | 40.11 | 32.64 | 22.83 | 43.95 | 27.49 | 28.01 | 21.22 |
| Yield(%) | 99.98 | 91.34 | 12.29 | 7.38 | 10.19 | 2.89 | 0.63 | 0.43 | 98.53 | 0.00 | 0.00 | 0.00 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/22/2023, AR inception is 02/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXRSX (DIREXION MONTHLY SMALL CAP BEAR 2X FUND INVESTOR CLASS) |
-59.53%
Oct 2008 - Oct 2011 |
-53.31%
Nov 2008 - Nov 2013 |
-38.77%
Nov 2008 - Nov 2018 |
-34.60%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXRSX (DIREXION MONTHLY SMALL CAP BEAR 2X FUND INVESTOR CLASS) |
0.39%
Mar 2017 - Mar 2020 |
-8.75%
Mar 2015 - Mar 2020 |
-22.06%
Mar 2010 - Mar 2020 |
-28.39%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison Chart