Nasdaq - Delayed Quote USD

Direxion Mthly NASDAQ-100 Bull 1.75X Inv (DXQLX)

76.43 -0.11 (-0.14%)
At close: May 17 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.72%
5y Average Return 31.64%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (May 17, 2024) 144.20%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 144.20%
Worst 3Y Total Return 9.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DXQLX
Category
YTD
4.36%
0.00%
1-Month
-8.21%
0.00%
3-Month
1.60%
0.00%
1-Year
51.35%
0.00%
3-Year
5.72%
0.00%
5-Year
27.05%
0.00%
10-Year
29.56%
0.00%
Last Bull Market
46.99%
36.44%
Last Bear Market
-42.18%
-31.42%

Annual Total Return (%) History

Year
DXQLX
Category
2024
--
--
2023
97.63%
--
2022
-57.72%
--
2021
55.57%
--
2020
101.00%
--
2019
79.35%
--
2018
-7.69%
--
2017
68.62%
--

2016
9.87%
--
2015
14.44%
--
2014
37.93%
9.51%
2013
81.25%
46.91%
2012
33.40%
--
2011
3.19%
--
2010
34.26%
--
2009
144.20%
--
2008
-82.75%
--
2007
30.54%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.69% -- -- --
2023 35.69% 25.84% -6.67% 24.02%
2022 -18.60% -42.18% -8.07% -2.30%
2021 2.87% 22.42% 0.94% 22.39%
2020 -21.26% 64.45% 23.80% 25.39%
2019 33.69% 5.50% 1.19% 25.67%
2018 4.43% 13.43% 16.16% -32.91%
2017 24.09% 7.29% 11.40% 13.70%
2016 -5.72% -3.24% 21.19% -0.61%
2015 4.12% 2.74% -10.40% 19.40%

2014 -0.09% 14.44% 10.56% 9.11%
2013 12.10% 6.52% 21.92% 24.50%
2012 44.41% -10.55% 14.29% -9.64%
2011 10.72% -1.42% -15.87% 12.37%
2010 9.24% -22.14% 28.93% 22.43%
2009 -2.62% 50.86% 43.42% 15.91%
2008 -36.97% 4.72% -36.55% -58.82%
2007 -1.30% 20.72% 16.67% -6.10%
2006 7.36% 12.55% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 51.35%
3-Year 5.72%
5-Year 27.05%
10-Year 29.56%

Performance & Risk

YTD Return 15.72%
5y Average Return 31.64%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.21
Morningstar Risk Rating

Fund Overview

Category Trading--Leveraged Equity
Fund Family Direxion Funds
Net Assets 394.52M
YTD Return 4.36%
Yield 0.44%
Morningstar Rating
Inception Date May 01, 2006

Fund Summary

The fund, under normal circumstances, 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 leveraged exposure to the index or to ETFs that track the index. The index includes 100 of the largest domestic and international non-financial companies listed on the NASDAQ Stock Market® based on market capitalization. The fund is non-diversified.

Related Tickers