Nasdaq - Delayed Quote USD

Direxion Mthly Small Cap Bull 1.75X (DXRLX)

74.13 +1.34 (+1.85%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.12%
5y Average Return 2.02%
Number of Years Up 15
Number of Years Down 9
Best 1Y Total Return (Apr 26, 2024) 86.66%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 86.66%
Worst 3Y Total Return -3.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DXRLX
Category
YTD
7.07%
0.00%
1-Month
5.66%
0.00%
3-Month
7.07%
0.00%
1-Year
25.12%
0.00%
3-Year
-8.76%
0.00%
5-Year
5.62%
0.00%
10-Year
7.19%
0.00%
Last Bull Market
109.25%
36.44%
Last Bear Market
-33.42%
-31.42%

Annual Total Return (%) History

Year
DXRLX
Category
2024
--
--
2023
20.05%
--
2022
-41.52%
--
2021
26.86%
--
2020
20.98%
--
2019
45.94%
--
2018
-27.29%
--
2017
27.06%
--

2016
39.65%
--
2015
-11.97%
--
2014
6.55%
9.51%
2013
86.66%
46.91%
2012
31.08%
--
2011
-13.92%
--
2010
49.41%
--
2009
39.88%
--
2008
-77.55%
--
2007
-18.54%
--
2006
13.17%
--
2005
0.71%
--
2004
18.13%
--
2003
52.37%
--
2002
-28.24%
--
2001
-4.19%
--
2000
-14.42%
--
1999
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.07% -- -- --
2023 2.74% 7.36% -10.78% 22.00%
2022 -16.03% -33.42% -3.87% 8.81%
2021 25.54% 7.99% -9.34% 3.22%
2020 -56.48% 53.19% 9.06% 66.37%
2019 28.12% 1.74% -6.17% 19.32%
2018 -1.35% 14.46% 5.91% -39.20%
2017 4.36% 4.13% 10.41% 5.90%
2016 -4.86% 7.12% 17.85% 16.28%
2015 7.91% 0.28% -23.38% 6.17%

2014 1.72% 3.46% -15.30% 19.53%
2013 25.12% 5.70% 19.95% 17.66%
2012 25.24% -7.86% 10.07% 3.20%
2011 15.65% -3.70% -40.79% 30.53%
2010 16.98% -20.62% 20.60% 33.41%
2009 -41.52% 48.88% 50.81% 6.53%
2008 -25.76% -1.69% -9.56% -65.99%
2007 1.44% 7.70% -11.78% -15.47%
2006 16.69% -15.68% -2.82% 18.36%
2005 -7.75% 4.23% 4.78% -0.04%
2004 6.67% -0.77% -4.47% 16.83%
2003 -8.08% 28.77% 9.94% 17.09%
2002 5.24% -10.58% -27.47% 5.12%
2001 -10.48% 14.05% -23.52% 22.71%
2000 4.63% -11.93% -2.03% -5.22%
1999 19.27% -8.33% 21.57% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 25.12%
3-Year -8.76%
5-Year 5.62%
10-Year 7.19%

Performance & Risk

YTD Return -4.12%
5y Average Return 2.02%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.93
Morningstar Risk Rating

Fund Overview

Category Trading--Leveraged Equity
Fund Family Direxion Funds
Net Assets 15.34M
YTD Return 7.07%
Yield 0.68%
Morningstar Rating
Inception Date Feb 22, 1999

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.

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