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Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US2549397055

CUSIP

254939705

Issuer

Direxion

Inception Date

May 1, 2006

Min. Investment

$25,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

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


Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Direxion Monthly S&P 500 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.


300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
372.74%
333.65%
DXSLX (Direxion Monthly S&P 500 Bull 1.75X Fund)
Benchmark (^GSPC)

Returns By Period

Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) returned -7.97% year-to-date (YTD) and 0.81% over the past 12 months. Over the past 10 years, DXSLX delivered an annualized return of 12.76%, outperforming the S&P 500 benchmark at 10.45%.


DXSLX

YTD

-7.97%

1M

6.38%

6M

-19.23%

1Y

0.81%

5Y*

18.85%

10Y*

12.76%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of DXSLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.32%-2.70%-10.30%-1.72%2.85%-7.97%
20242.34%8.77%5.14%-7.62%8.19%5.74%1.54%3.67%3.22%-2.11%9.79%-12.99%25.67%
202310.52%-4.71%5.94%2.27%0.27%11.06%5.13%-3.33%-8.78%-4.25%15.46%7.43%39.91%
2022-10.58%-6.19%7.17%-17.70%0.16%-16.80%18.09%-7.48%-16.43%13.75%9.33%-10.50%-37.35%
2021-2.28%5.30%8.52%10.42%1.18%4.44%4.53%5.86%-9.50%13.77%-1.60%0.61%46.98%
2020-0.36%-16.81%-25.02%25.29%9.32%3.77%11.07%14.14%-7.79%-5.50%21.66%5.51%25.24%
201915.48%6.01%3.45%7.65%-17.62%13.66%2.45%-3.62%3.41%3.97%6.93%5.65%53.11%
201811.08%-7.69%-5.47%0.37%4.39%0.87%7.04%6.14%0.76%-14.05%3.65%-23.34%-19.93%
20173.54%7.70%-0.05%1.78%2.53%0.97%3.79%0.26%3.82%4.34%5.81%-4.88%33.22%
2016-10.21%-0.53%13.29%0.57%3.38%0.30%7.15%0.06%-0.18%-3.87%7.18%3.71%20.68%
2015-6.18%11.30%-3.37%1.70%2.37%-4.06%3.97%-12.28%-5.17%16.66%0.40%-8.14%-6.20%
2014-7.06%9.00%1.52%1.33%4.55%3.98%-2.92%7.85%-2.97%4.71%5.23%-4.88%20.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DXSLX is 27, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DXSLX is 2727
Overall Rank
The Sharpe Ratio Rank of DXSLX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of DXSLX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of DXSLX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of DXSLX is 2525
Calmar Ratio Rank
The Martin Ratio Rank of DXSLX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Direxion Monthly S&P 500 Bull 1.75X Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.02
  • 5-Year: 0.55
  • 10-Year: 0.34
  • All Time: 0.19

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Direxion Monthly S&P 500 Bull 1.75X Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.02
0.44
DXSLX (Direxion Monthly S&P 500 Bull 1.75X Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Direxion Monthly S&P 500 Bull 1.75X Fund provided a 1.99% dividend yield over the last twelve months, with an annual payout of $1.20 per share.


0.00%0.10%0.20%0.30%0.40%0.50%0.60%0.70%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.352018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$1.20$0.35$0.00$0.00$0.00$0.29$0.00$0.00

Dividend yield

1.99%0.52%0.00%0.00%0.00%0.69%0.00%0.01%

Monthly Dividends

The table displays the monthly dividend distributions for Direxion Monthly S&P 500 Bull 1.75X Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$1.20$0.00$0.00$0.00$0.00$1.20
2024$0.35$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00

Drawdowns

Drawdowns Chart

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.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-21.17%
-7.88%
DXSLX (Direxion Monthly S&P 500 Bull 1.75X Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Direxion Monthly S&P 500 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 S&P 500 Bull 1.75X Fund was 89.55%, occurring on Mar 9, 2009. Recovery took 1953 trading sessions.

The current Direxion Monthly S&P 500 Bull 1.75X Fund drawdown is 21.17%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.55%Jul 20, 2007411Mar 9, 20091953Dec 8, 20162364
-61.09%Feb 20, 202023Mar 23, 2020109Aug 26, 2020132
-46.86%Nov 19, 2021225Oct 12, 2022417Jun 11, 2024642
-41.86%Sep 21, 201865Dec 24, 2018246Dec 16, 2019311
-37.4%Dec 9, 202482Apr 8, 2025

Volatility

Volatility Chart

The current Direxion Monthly S&P 500 Bull 1.75X Fund volatility is 12.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
12.39%
6.82%
DXSLX (Direxion Monthly S&P 500 Bull 1.75X Fund)
Benchmark (^GSPC)