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DXSLX: DIREXION MONTHLY S&P 500(R) BULL 2X FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 84.74 4.12(4.64%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 01/02/2026 |
| 12-Mo. Yield | 8.96% |
| Expenses | 1.39% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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(%) | -4.5 | 11.5 | 40.0 | 31.1 | 14.6 | 21.4 | 21.5 | 13.2 | 12.7 | 25.0 | 37.7 | 39.9 | -37.3 | 47.0 | 25.3 | 61.5 | -14.8 | 42.6 | 20.7 | -1.3 | 25.8 | 69.1 | 29.4 | -0.5 | 24.4 | 47.0 | -73.6 | -1.6 | 11.9 |
| Sharpe Ratio | NA | 1.85 | 2.17 | 1.19 | 0.42 | 0.55 | NA | NA | 0.26 | 0.66 | 1.53 | 1.6 | -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 | 0.7 | -0.7 | -0.12 | 0.58 |
| Draw Down(%) | NA | 16.3 | 16.3 | 31.9 | 46.9 | 61.1 | NA | NA | 89.9 | 31.9 | 14.8 | 18.2 | 44.7 | 12.7 | 61.1 | 13.6 | 38.2 | 5.5 | 20.3 | 24.1 | 14.5 | 11.1 | 19.0 | 35.3 | 29.8 | 57.3 | 85.6 | 24.9 | 18.9 |
| Standard Deviation(%) | NA | 23.7 | 20.8 | 26.3 | 31.5 | 36.9 | NA | NA | 43.7 | 33.6 | 22.2 | 22.8 | 47.0 | 26.6 | 77.1 | 25.2 | 35.9 | 13.3 | 26.8 | 31.8 | 23.0 | 22.0 | 25.6 | 49.1 | 36.2 | 66.9 | 106.0 | 40.4 | 26.0 |
| Treynor Ratio | NA | 0.25 | 0.26 | 0.18 | 0.07 | 0.1 | NA | NA | 0.05 | 0.12 | 0.19 | 0.21 | -0.2 | 0.24 | 0.12 | 0.3 | -0.08 | 0.21 | 0.1 | -0.01 | 0.13 | 0.35 | 0.15 | 0.0 | 0.12 | 0.19 | -0.3 | -0.02 | 0.06 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.08 | -0.02 | -0.02 |
| Beta | NA | 1.76 | 1.73 | 1.78 | 1.85 | 1.98 | NA | NA | 2.18 | 1.8 | 1.75 | 1.74 | 1.93 | 1.94 | 2.11 | 2.01 | 2.09 | 1.99 | 2.04 | 2.05 | 2.02 | 1.99 | 2.01 | 2.09 | 2.0 | 2.45 | 2.51 | 2.51 | 2.5 |
| RSquared | NA | 1.0 | 0.98 | 0.99 | 0.98 | 0.95 | NA | NA | 0.95 | 0.99 | 1.0 | 1.0 | 0.99 | 0.92 | 0.91 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.95 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.4 | 13.4 | 0.0 | 0.0 | 0.0 | 0.9 | 6.7 | 1.1 | 9.2 | 0.0 | 4.8 | 5.0 | 8.0 | 8.9 | 6.2 | 0.1 | 0.0 | 3.9 | 0.8 | 6.7 |
| Dividend Growth(%) | N/A | -85.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -13.4 | N/A | N/A | N/A | -100.0 | -80.5 | -6.5 | -83.5 | N/A | -100.0 | 18.9 | -6.5 | 9.2 | 35.0 | 10107.7 | N/A | -100.0 | 371.8 | -87.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2006
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