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
DXNLX (DIREXION MONTHLY NASDAQ-100(R) BULL 1.25X FUND INVESTOR CLASS) 14.40% 34.30% 27.66% 16.36% 34.73% NA NA
Data as of 06/10/2026, Common starting date is 04/01/2016
More Performance Analytics Comparison
Name Start Date End Date
DXNLX (DIREXION MONTHLY NASDAQ-100(R) BULL 1.25X FUND INVESTOR CLASS) 04/01/2016 06/10/2026
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
Annualized Return (%) -8.49 34.30 27.66 16.36 34.73 NA NA 14.40 22.13 28.56 66.63 -40.88 32.49 58.90 252.97 -3.39 39.04 9.37
Sharpe Ratio NA 1.79 1.05 0.52 1.08 NA NA 1.70 0.65 1.10 2.85 -1.04 1.40 1.26 5.91 -0.17 3.01 0.74
Standard Deviation(%) NA 21.01 24.92 28.37 30.81 NA NA 24.19 29.56 22.73 22.36 40.85 23.20 46.22 42.58 28.78 12.83 16.70
Draw Down(%) NA 15.91 28.35 43.77 43.77 NA NA 14.95 28.30 16.94 14.01 43.42 13.47 34.20 10.11 28.65 6.21 10.11
Yield(%) 0.00 1.16 2.02 2.82 21.67 14.16 10.62 1.00 2.83 0.22 0.00 0.00 9.33 17.53 93.00 7.75 9.61 0.00
Data as of 06/10/2026, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXNLX (DIREXION MONTHLY NASDAQ-100(R) BULL 1.25X FUND INVESTOR CLASS) 7.15%
Oct 2021 – Oct 2024
13.12%
Mar 2021 – Mar 2026
35.56%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXNLX (DIREXION MONTHLY NASDAQ-100(R) BULL 1.25X FUND INVESTOR CLASS) 95.14%
Dec 2018 – Dec 2021
58.43%
Dec 2016 – Dec 2021
35.56%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return