Nasdaq - Delayed Quote USD
Direxion Monthly SP 500 Bull 1.75X Fund (DXSLX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 36.37% |
| 5y Average Return | 22.94% |
| Number of Years Up | 11 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 15, 2024) | 69.13% |
| Worst 1Y Total Return (Oct 15, 2024) | -- |
| Best 3Y Total Return | 69.13% |
| Worst 3Y Total Return | 8.26% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DXSLX
Category
- YTD
- 34.40%
- 0.00%
- 1-Month
- 3.22%
- 0.00%
- 3-Month
- 8.66%
- 0.00%
- 1-Year
- 59.64%
- 0.00%
- 3-Year
- 12.77%
- 0.00%
- 5-Year
- 22.89%
- 0.00%
- 10-Year
- 19.82%
- 0.00%
- Last Bull Market
- 45.19%
- 36.44%
- Last Bear Market
- -31.42%
- -31.42%
Annual Total Return (%) History
Year
DXSLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 17.04% | 5.68% | 8.66% | -- |
| 2023 | 11.57% | 13.88% | -7.29% | 18.78% |
| 2022 | -10.10% | -31.42% | -8.70% | 11.30% |
| 2021 | 11.67% | 16.69% | 0.15% | 21.72% |
| 2020 | -37.86% | 42.12% | 16.90% | 23.50% |
| 2019 | 26.64% | 6.30% | 2.11% | 17.47% |
| 2018 | -3.08% | 5.68% | 14.47% | -27.35% |
| 2017 | 11.46% | 5.36% | 8.03% | 12.47% |
| 2016 | 1.19% | 4.29% | 7.03% | 6.85% |
| 2015 | 0.91% | -0.12% | -13.50% | 13.13% |
| 2014 | 2.84% | 10.15% | 1.59% | 9.45% |
| 2013 | 21.12% | 5.11% | 9.64% | 21.17% |
| 2012 | 25.14% | -6.56% | 12.20% | -1.46% |
| 2011 | 11.24% | -0.64% | -27.09% | 22.95% |
| 2010 | 9.78% | -22.90% | 21.33% | 21.09% |
| 2009 | -31.74% | 38.49% | 39.87% | 11.17% |
| 2008 | -24.95% | -9.86% | -25.53% | -57.41% |
| 2007 | -1.82% | 13.23% | 0.74% | -12.16% |
| 2006 | 11.32% | 13.82% | -- | -- |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 59.64% |
| 3-Year | 12.77% |
| 5-Year | 22.89% |
| 10-Year | 19.82% |
Performance & Risk
| YTD Return | 36.37% |
| 5y Average Return | 22.94% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | Trading--Leveraged Equity |
| Fund Family | Direxion Funds |
| Net Assets | 123.17M |
| YTD Return | 34.40% |
| Yield | 0.49% |
| Morningstar Rating | |
| Inception Date | May 01, 2006 |
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 ("ETFs") that track the index and other financial instruments that provide monthly exposure to the index or to ETFs that track the index. The index is a float-adjusted and market capitalization-weighted index. The fund is non-diversified.
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