Nasdaq - Delayed Quote USD

Direxion Mthly Small Cap Bull 1.75X (DXRLX)

74.13 +1.34 (+1.85%)
At close: 6:45 PM EDT

Fund Summary

The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in securities of the index, exchange-traded funds that track the index and other financial instruments that provide monthly leveraged exposure to the index or to ETFs that track the index. The index measures the performance of approximately 2,000 small-capitalization companies in the Russell 3000® Index, based on a combination of their market capitalization and current index membership. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 86.66%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 9

Performance & Risk

YTD Return -5.86%
5y Average Return 2.04%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.93
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
DXRLXCategory AverageDXRLXCategory AverageDXRLXCategory Average
Alpha -22.93 0 -15.84 0 -13.26 0
BETA 1.93 0 2.21 0 2.25 0
Mean Annual Return -0.14 0 1.37 0 1.26 0
R-squared 74.69 0 78 0 74.46 0
Standard Deviation 39.2 0 45.94 0 39.53 0
Sharpe Ratio -0.12 0 0.31 0 0.34 0
Treynor Ratio -6.08 0 1.56 0 2.54 0

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