Nasdaq - Delayed Quote USD

Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 144.20%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
DXQLXCategory AverageDXQLXCategory AverageDXQLXCategory Average
Alpha -2.38 0 5.5 0 6.37 0
BETA 2.21 0 2.12 0 2.17 0
Mean Annual Return 1.2 0 2.75 0 2.72 0
R-squared 85.18 0 86.04 0 84.81 0
Standard Deviation 42.12 0 42.14 0 35.88 0
Sharpe Ratio 0.27 0 0.73 0 0.87 0
Treynor Ratio 1.18 0 11.75 0 12.94 0

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