Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX)

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The chart shows the growth of an initial investment of $10,000 in Direxion Monthly Small Cap Bull 1.75X Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) has returned -6.10% so far this year and 31.43% over the past 12 months. Over the last ten years, DXRLX has returned 9.98% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 19, 1999, DXRLX's average daily return is +0.16%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +38.6%, while the worst month was Oct 2008 at -50.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, DXRLX closed higher 53% of trading days. The best single day was Jan 5, 2000 with a return of +299.4%, while the worst single day was Sep 17, 2001 at -76.5%.

Direxion Monthly Small Cap Bull 1.75X Fund has an annualized alpha of 26.80%, beta of 2.12, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since February 22, 1999.

• This fund captured 234.54% of S&P 500 Index gains and 179.73% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.15 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

DXRLX has a high expense ratio of 1.35%, indicating above-average management fees.

DXRLX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and compare them to a chosen benchmark (S&P 500 Index).

Direxion Monthly Small Cap Bull 1.75X Fund provided a 2.22% dividend yield over the last twelve months, with an annual payout of $1.98 per share.

The table displays the monthly dividend distributions for Direxion Monthly Small Cap Bull 1.75X Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Direxion Monthly Small Cap Bull 1.75X Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Direxion Monthly Small Cap Bull 1.75X Fund was 94.32%, occurring on Mar 9, 2009. Recovery took 2048 trading sessions.

The current Direxion Monthly Small Cap Bull 1.75X Fund drawdown is 27.33%.

The chart below shows the rolling one-month volatility.