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DXQLX: DIREXION MONTHLY NASDAQ-100(R) BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 126.64 11.57(8.37%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 01/02/2026 |
| 12-Mo. Yield | 16.82% |
| Expenses | 1.39% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -8.0 | 22.3 | 56.8 | 40.0 | 17.9 | 31.1 | 30.3 | 21.3 | 19.9 | 30.0 | 39.3 | 97.6 | -57.7 | 39.2 | 80.3 | 79.4 | -7.7 | 68.6 | 9.9 | 14.5 | 37.9 | 81.3 | 33.4 | 3.2 | 34.3 | 144.2 | -82.6 | 25.3 | -4.5 |
| Sharpe Ratio | NA | 1.7 | 1.84 | 1.04 | 0.36 | 0.65 | NA | NA | 0.39 | 0.65 | 1.12 | 3.05 | -0.92 | 1.03 | 1.02 | 2.38 | -0.19 | 3.34 | 0.29 | 0.39 | 1.33 | 3.31 | 1.08 | 0.06 | 0.87 | 2.23 | -0.78 | 0.49 | -0.25 |
| Draw Down(%) | NA | 20.6 | 21.9 | 38.0 | 64.9 | 64.9 | NA | NA | 91.2 | 37.9 | 23.1 | 19.6 | 60.5 | 20.5 | 50.5 | 21.7 | 43.6 | 9.8 | 27.1 | 27.6 | 16.3 | 11.7 | 22.5 | 31.2 | 30.0 | 42.1 | 87.5 | 28.0 | 37.6 |
| Standard Deviation(%) | NA | 33.9 | 29.5 | 35.2 | 42.5 | 44.9 | NA | NA | 48.6 | 42.0 | 31.9 | 31.2 | 64.4 | 38.1 | 78.3 | 32.8 | 47.8 | 20.4 | 33.4 | 36.6 | 28.5 | 24.6 | 31.1 | 49.9 | 39.4 | 64.7 | 106.3 | 45.6 | 40.8 |
| Treynor Ratio | NA | 0.25 | 0.24 | 0.16 | 0.06 | 0.13 | NA | NA | 0.08 | 0.12 | 0.15 | 0.43 | -0.23 | 0.16 | 0.4 | 0.31 | -0.03 | 0.28 | 0.04 | 0.06 | 0.16 | 0.41 | 0.15 | 0.02 | 0.17 | 0.65 | -0.34 | 0.1 | -0.03 |
| Alpha | NA | 0.04 | 0.0 | -0.01 | -0.02 | 0.01 | NA | NA | 0.01 | -0.01 | -0.05 | 0.1 | -0.08 | -0.09 | 0.17 | -0.02 | 0.06 | 0.03 | -0.05 | 0.06 | 0.02 | 0.02 | 0.0 | 0.02 | 0.02 | 0.2 | -0.1 | 0.09 | -0.14 |
| Beta | NA | 2.3 | 2.26 | 2.27 | 2.37 | 2.27 | NA | NA | 2.29 | 2.22 | 2.38 | 2.19 | 2.55 | 2.42 | 2.0 | 2.49 | 2.65 | 2.43 | 2.33 | 2.24 | 2.31 | 2.0 | 2.25 | 2.02 | 2.07 | 2.23 | 2.44 | 2.3 | 3.56 |
| RSquared | NA | 0.9 | 0.89 | 0.91 | 0.89 | 0.84 | NA | NA | 0.85 | 0.94 | 0.9 | 0.85 | 0.92 | 0.7 | 0.8 | 0.9 | 0.9 | 0.64 | 0.84 | 0.9 | 0.85 | 0.81 | 0.84 | 0.9 | 0.9 | 0.87 | 0.89 | 0.66 | 0.82 |
| Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.7 | 0.5 | 0.0 | 0.0 | 0.0 | 0.5 | 5.8 | 1.2 | 9.0 | 0.0 | 2.7 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.7 | 49.7 | 29.7 |
| Dividend Growth(%) | N/A | -93.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4953.7 | N/A | N/A | N/A | -100.0 | -85.1 | -21.3 | -77.7 | N/A | -100.0 | 130.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | -89.7 | 49.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2006
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