Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DXDWX (DIREXION/WILSHIRE DYNAMIC FUND CLASS A) | NA | 0.30% | 6.17% | 6.25% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 03/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DXDWX (DIREXION/WILSHIRE DYNAMIC FUND CLASS A) | 03/04/2009 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.30 | 6.17 | 6.25 | NA | NA | NA | … | … | 3.01 | 0.60 | 9.62 | 8.41 | 0.68 | 9.27 | 42.61 |
| Sharpe Ratio | NA | 0.04 | 0.83 | 0.70 | NA | NA | NA | … | … | 1.11 | 0.08 | 1.23 | 1.13 | 0.05 | 0.89 | 3.14 |
| Standard Deviation(%) | NA | 6.97 | 7.40 | 8.90 | NA | NA | NA | … | … | 6.07 | 7.68 | 7.83 | 7.49 | 12.68 | 10.26 | 16.91 |
| Draw Down(%) | NA | 7.13 | 7.43 | 11.04 | NA | NA | NA | … | … | 2.40 | 7.13 | 7.43 | 6.35 | 11.04 | 7.84 | 4.72 |
| Yield(%) | 0.00 | 13.24 | 7.94 | 6.67 | 5.02 | 3.35 | 2.51 | … | … | 15.77 | 0.00 | 6.10 | 3.10 | 2.58 | 5.77 | 3.93 |
Data as of 06/16/2015, Common starting date is 03/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXDWX (DIREXION/WILSHIRE DYNAMIC FUND CLASS A) |
4.68%
Apr 2011 – Apr 2014 |
5.55%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXDWX (DIREXION/WILSHIRE DYNAMIC FUND CLASS A) |
12.55%
Apr 2009 – Apr 2012 |
10.19%
Apr 2009 – Apr 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart