Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DXKLX (DIREXION MONTHLY 7-10 YEAR TREASURY BULL 2X FUND INVESTOR CLASS) -3.99% -0.33% -2.10% -7.75% -3.65% -0.07% 3.06%
Data as of 06/17/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
Name Start Date End Date
DXKLX (DIREXION MONTHLY 7-10 YEAR TREASURY BULL 2X FUND INVESTOR CLASS) 04/13/2005 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.54 -0.33 -2.10 -7.75 -3.65 -0.07 3.06 -3.99 7.74 -7.56 -0.43 -29.87 -8.83 13.15 11.77 -1.10 2.73 -1.43 0.44 16.90 -14.26 5.49 30.40 11.70 -19.04 45.61 17.81 -1.29 -5.51
Sharpe Ratio NA -0.37 -0.45 -0.75 -0.42 NA NA -1.19 0.50 -0.95 -0.25 -1.61 -0.84 0.89 0.96 -0.31 0.25 -0.15 0.03 1.71 -1.12 0.44 1.65 0.67 -0.81 1.74 1.02 -0.43 -1.27
Standard Deviation(%) NA 8.24 11.53 14.03 12.49 NA NA 8.85 9.80 11.75 16.36 19.51 10.60 14.47 10.67 8.12 8.45 10.86 13.25 9.90 12.77 12.44 18.37 17.42 23.71 25.52 14.44 10.88 7.85
Draw Down(%) NA 8.26 14.97 42.57 49.27 NA NA 8.26 6.28 11.89 19.87 33.49 11.88 9.09 7.16 9.71 6.18 17.37 11.34 4.27 18.06 9.17 10.94 17.11 23.92 15.44 11.36 12.50 8.90
Yield(%) 0.00 1.74 4.58 1.95 1.75 1.93 3.38 1.71 14.40 1.03 0.00 0.00 0.00 1.32 7.79 0.00 0.00 0.00 0.00 0.00 0.00 3.93 0.16 8.20 2.99 0.00 3.78 0.00 0.00
Data as of 06/17/2026, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXKLX (DIREXION MONTHLY 7-10 YEAR TREASURY BULL 2X FUND INVESTOR CLASS) -18.53%
Oct 2020 – Oct 2023
-10.74%
Jul 2020 – Jul 2025
-3.58%
Jan 2015 – Jan 2025
-0.22%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DXKLX (DIREXION MONTHLY 7-10 YEAR TREASURY BULL 2X FUND INVESTOR CLASS) 20.70%
Mar 2006 – Mar 2009
17.22%
Jun 2007 – Jun 2012
10.44%
Jun 2006 – Jun 2016
7.06%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return