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
DXSSX (DIREXION MONTHLY S&P 500(R) BEAR 2X FUND INVESTOR CLASS) NA -72,959.69% nan% nan% nan% nan% NA
Data as of 05/22/2023, Common starting date is 05/05/2006
More Performance Analytics Comparison
Name Start Date End Date
DXSSX (DIREXION MONTHLY S&P 500(R) BEAR 2X FUND INVESTOR CLASS) 05/05/2006 05/22/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -84,350.74 -72,959.69 nan nan nan nan NA -11.05 31.94 -43.08 -41.57 -43.79 7.29 -32.51 -23.22 -9.08 -25.52 -46.27 -29.65 -12.47 -33.73 -59.02 58.48 -8.56 -14.95
Sharpe Ratio NA -0.52 -0.80 -0.63 -0.75 NA NA -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
Standard Deviation(%) NA 38.14 36.34 39.73 32.89 NA NA 26.72 44.47 27.18 61.12 24.87 31.36 13.49 25.04 29.67 22.18 22.64 25.49 43.59 36.21 68.12 103.53 39.73 26.44
Draw Down(%) NA 27.80 68.83 82.88 95.15 NA NA 15.54 27.80 45.49 66.45 46.32 22.67 33.36 38.90 22.45 35.33 46.27 32.25 31.39 40.13 77.83 46.10 26.90 31.72
Yield(%) 99.82 86.33 12.38 5.17 2.59 1.59 1.01 88.36 0.00 0.00 0.00 0.60 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.06 0.00 1.81 0.00 0.63
Data as of 05/22/2023, 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
DXSSX (DIREXION MONTHLY S&P 500(R) BEAR 2X FUND INVESTOR CLASS) -49.16%
Feb 2009 – Feb 2012
-43.40%
Feb 2009 – Feb 2014
-33.12%
Feb 2009 – Feb 2019
-27.10%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXSSX (DIREXION MONTHLY S&P 500(R) BEAR 2X FUND INVESTOR CLASS) -7.98%
Jun 2006 – Jun 2009
-15.19%
Mar 2015 – Mar 2020
-22.46%
Mar 2010 – Mar 2020
-23.87%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return