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
DXQLX (DIREXION MONTHLY NASDAQ-100(R) BULL 2X FUND INVESTOR CLASS) 22.31% 56.77% 39.96% 17.75% 30.99% 30.42% 21.34%
Data as of 06/05/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
Name Start Date End Date
DXQLX (DIREXION MONTHLY NASDAQ-100(R) BULL 2X FUND INVESTOR CLASS) 05/05/2006 06/05/2026
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 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -7.97 56.77 39.96 17.75 30.99 30.42 21.34 22.31 29.99 39.26 97.59 -57.72 39.24 80.34 79.36 -7.68 68.61 9.87 14.47 37.87 81.25 33.40 3.19 34.26 144.20 -82.59 25.34 -4.54
Sharpe Ratio NA 1.84 1.04 0.36 0.65 NA NA 1.70 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
Standard Deviation(%) NA 29.45 35.16 42.48 44.92 NA NA 33.86 42.03 31.90 31.16 64.40 38.13 78.26 32.77 47.80 20.43 33.44 36.59 28.50 24.57 31.10 49.87 39.40 64.73 106.30 45.58 40.82
Draw Down(%) NA 21.87 37.99 64.94 64.94 NA NA 20.61 37.88 23.14 19.64 60.47 20.54 50.49 21.69 43.63 9.79 27.09 27.62 16.33 11.71 22.53 31.18 29.99 42.14 87.52 27.96 37.60
Yield(%) 0.00 16.58 10.26 5.08 4.32 2.18 13.12 1.00 16.70 0.47 0.00 0.00 0.00 0.49 5.75 1.24 8.96 0.00 2.69 0.32 0.00 0.00 0.00 0.00 0.00 4.68 49.73 29.70
Data as of 06/05/2026, 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
DXQLX (DIREXION MONTHLY NASDAQ-100(R) BULL 2X FUND INVESTOR CLASS) -27.88%
Aug 2007 – Aug 2010
-9.74%
Oct 2007 – Oct 2012
11.15%
Nov 2006 – Nov 2016
12.90%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXQLX (DIREXION MONTHLY NASDAQ-100(R) BULL 2X FUND INVESTOR CLASS) 78.52%
Feb 2009 – Feb 2012
61.74%
Feb 2009 – Feb 2014
42.74%
Feb 2009 – Feb 2019
37.51%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return