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DXDWX: DIREXION/WILSHIRE DYNAMIC FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/04/2009 |
| Last Dividend Date: | 01/02/2015 |
| 12-Mo. Yield | 13.24% |
| Expenses | 1.21% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/04/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.3 | 6.2 | 6.2 | 11.1 | 3.0 | 0.6 | 9.6 | 8.4 | 0.7 | 9.3 | 42.6 |
| Sharpe Ratio | NA | 0.04 | 0.83 | 0.7 | 1.04 | 1.11 | 0.08 | 1.23 | 1.13 | 0.05 | 0.89 | 3.14 |
| Draw Down(%) | NA | 7.1 | 7.4 | 11.0 | 11.0 | 2.4 | 7.1 | 7.4 | 6.4 | 11.0 | 7.8 | 4.7 |
| Standard Deviation(%) | NA | 7.0 | 7.4 | 8.9 | 10.5 | 6.1 | 7.7 | 7.8 | 7.5 | 12.7 | 10.3 | 16.9 |
| Treynor Ratio | NA | 0.0 | 0.07 | 0.07 | 0.12 | 0.13 | 0.01 | 0.1 | 0.1 | 0.01 | 0.1 | 0.41 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.81 | 0.86 | 0.84 | 0.94 | 0.51 | 0.92 | 0.95 | 0.87 | 0.81 | 0.92 | 1.28 |
| RSquared | NA | 0.64 | 0.72 | 0.83 | 0.84 | 0.36 | 0.64 | 0.83 | 0.95 | 0.9 | 0.94 | 0.9 |
| Yield(%) | N/A | 13.2 | 7.9 | 6.7 | N/A | 15.8 | 0.0 | 6.1 | 3.1 | 2.6 | 5.8 | 3.9 |
| Dividend Growth(%) | N/A | 129.0 | 119.0 | N/A | N/A | N/A | -100.0 | 107.6 | 18.5 | -54.1 | 105.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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