| Scorecard |
|---|
|
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|
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Lipper
1
1
1
5
3
|
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Zacks Investment Research
5
(Strong Sell)
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|
Standard & Poor's
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TheStreet.com
E-
(Sell)
|
U.S. News evaluated 29 Bear Market Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -33.88 percent over the past year, -31.10 percent over the past three years, -40.25 percent over the past five years, and -30.64 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -22.7% |
| 1 Year | -33.9% |
| 3 Years (Annualized) | -31.1% |
| 5 Years (Annualized) | -40.3% |
| 10 Years (Annualized) | -30.6% |
Summary
The investment seeks monthly investment results, before fees and expenses, of 200% of the inverse (or opposite) of the calendar month performance of the Russell 2000® Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the Russell 2000® Index (the "Index") and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index with the fund creating short positions. The index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2000 companies in the Russell 3000® Index. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Direxion Monthly Small Cap Bear 2X Fund has an expense ratio of 1.90 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
