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Direxion Monthly Small Cap Bull 1.75x Fund: (MF: DXRLX)
(NASDAQ Mutual Funds) As of May 9, 2024 08:00 PM ET
$78.59 USD
+1.24 (1.60%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.07 | 37 |
| 3 months | 7.07 | 37 |
| 6 months | 30.63 | 1 |
| 1 Year | 25.13 | 12 |
| 3 Year | -8.10 | 94 |
| 5 Year | 6.07 | 90 |
| 10 Year | 7.42 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.08 |
| Bear Market (10/07 - 2/09) | -91.57 |
| Bull Market (2/09 - 3/21) | 1,722.00 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 25.13 |
| 5 Year | 6.07 |
| 10 Year | 7.42 |
| Since Inception | 3.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.07 | NA | NA | NA |
| 2023 | 2.72 | 7.36 | -10.78 | 22.00 |
| 2022 | -16.02 | -33.41 | -3.87 | 11.18 |
| 2021 | 25.54 | 7.98 | -9.34 | 3.21 |
| 2020 | -56.48 | 53.19 | 9.07 | 66.37 |
| 2019 | 28.12 | 1.74 | -6.18 | 19.32 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.07 | 20.05 | -40.23 | 26.85 | 20.98 | 45.92 | -27.29 | 27.05 | 39.64 | -11.97 | 6.54 |
| % Total Return Rel to Index | -3.48 | -6.19 | -22.03 | -1.82 | 2.57 | 14.43 | -22.89 | 5.25 | 27.71 | -13.36 | -7.10 |
| % Total Return Rel to Peer | 0.56 | 3.97 | -20.72 | 7.54 | 1.98 | 20.48 | -16.51 | 11.45 | 23.69 | -7.24 | 3.86 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 2.00 | 2.00 | 1.00 | 5.00 | 1.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.56 | 0.00 | 1.44 | 0.00 | 0.62 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.64 | 0.68 | 2.10 | 0.00 | 0.67 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.93 | 0.00 | 2.75 | 3.92 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.35 | 1.35 | 1.35 | 1.35 | 1.35 | 1.35 | 1.35 | 1.34 | 1.35 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%