Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DXSLX (DIREXION MONTHLY S&P 500(R) BULL 2X FUND INVESTOR CLASS) 16.97% 45.47% 33.32% 15.48% 21.87% 22.06% 13.47%
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
Name Start Date End Date
DXSLX (DIREXION MONTHLY S&P 500(R) BULL 2X FUND INVESTOR CLASS) 05/05/2006 06/04/2026
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
Annualized Return (%) 0.45 45.47 33.32 15.48 21.87 22.06 13.47 16.97 25.05 37.66 39.91 -37.35 46.97 25.26 61.52 -14.82 42.60 20.68 -1.26 25.85 69.07 29.38 -0.48 24.42 46.98 -73.60 -1.62 11.86
Sharpe Ratio NA 2.17 1.19 0.42 0.55 NA NA 1.85 0.66 1.53 1.60 -0.83 1.77 0.32 2.39 -0.45 3.17 0.76 -0.04 1.12 3.13 1.16 -0.01 0.67 0.70 -0.70 -0.12 0.58
Standard Deviation(%) NA 20.82 26.32 31.49 36.92 NA NA 23.74 33.59 22.19 22.83 47.02 26.59 77.09 25.15 35.87 13.30 26.83 31.78 23.04 22.03 25.58 49.13 36.22 66.91 105.96 40.40 26.01
Draw Down(%) NA 16.30 31.90 46.87 61.09 NA NA 16.30 31.90 14.76 18.25 44.67 12.72 61.09 13.63 38.15 5.50 20.34 24.15 14.48 11.09 18.97 35.35 29.81 57.27 85.61 24.93 18.93
Yield(%) 0.00 8.81 10.32 5.37 2.98 6.82 12.84 1.17 9.37 13.42 0.00 0.00 0.00 0.85 6.73 1.14 9.16 0.00 4.83 4.98 7.97 8.92 6.17 0.07 0.00 3.86 0.77 6.73
Data as of 06/04/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXSLX (DIREXION MONTHLY S&P 500(R) BULL 2X FUND INVESTOR CLASS) -33.75%
Jun 2007 – Jun 2010
-15.31%
Sep 2006 – Sep 2011
4.00%
Oct 2006 – Oct 2016
7.14%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXSLX (DIREXION MONTHLY S&P 500(R) BULL 2X FUND INVESTOR CLASS) 54.86%
Feb 2009 – Feb 2012
47.53%
Feb 2009 – Feb 2014
31.43%
Feb 2009 – Feb 2019
27.09%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return