Direxion Monthly 7 10 Fund Manager Performance Evaluation

DXKLX Fund  USD 21.53  0.16  0.75%   
The fund shows a Beta (market volatility) of 0.0464, which means not very significant fluctuations relative to the market. As returns on the market increase, Direxion Monthly's returns are expected to increase less than the market. However, during the bear market, the loss of holding Direxion Monthly is expected to be smaller as well.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Direxion Monthly 7 10 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Direxion Monthly is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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11/21/2025
Expense Ratio Date29th of December 2025
Expense Ratio1.4700
  

Direxion Monthly Relative Risk vs. Return Landscape

If you would invest  2,153  in Direxion Monthly 7 10 on November 13, 2025 and sell it today you would earn a total of  0.00  from holding Direxion Monthly 7 10 or generate 0.0% return on investment over 90 days. Direxion Monthly 7 10 is currently producing 7.0E-4% returns and takes up 0.3869% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Direxion, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Direxion Monthly is expected to generate 137.57 times less return on investment than the market. But when comparing it to its historical volatility, the company is 2.01 times less risky than the market. It trades about 0.0 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Direxion Monthly Current Valuation

Fairly Valued
Today
21.53
Please note that Direxion Monthly's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Direxion Monthly 7 shows a prevailing Real Value of $21.53 per share. The current price of the fund is $21.53. We determine the value of Direxion Monthly 7 from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Direxion Monthly is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Direxion Mutual Fund. However, Direxion Monthly's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  21.53 Real  21.53 Hype  21.53
The intrinsic value of Direxion Monthly's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Direxion Monthly's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
21.53
Real Value
21.92
Upside
Estimating the potential upside or downside of Direxion Monthly 7 10 helps investors to forecast how Direxion mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Direxion Monthly more accurately as focusing exclusively on Direxion Monthly's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
21.1421.5321.92
Details
Below is the normalized historical share price chart for Direxion Monthly 7 10 extending back to January 14, 2005. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Direxion Monthly stands at 21.53, as last reported on the 11th of February 2026, with the highest price reaching 21.53 and the lowest price hitting 21.53 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Direxion Monthly Target Price Odds to finish over Current Price

The tendency of Direxion Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 21.53 90 days 21.53 
about 36.21
Based on a normal probability distribution, the odds of Direxion Monthly to move above the current price in 90 days from now is about 36.21 (This Direxion Monthly 7 10 probability density function shows the probability of Direxion Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Direxion Monthly has a beta of 0.0464 suggesting as returns on the market go up, Direxion Monthly average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Direxion Monthly 7 10 will be expected to be much smaller as well. Additionally Direxion Monthly 7 10 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Direxion Monthly Price Density   
       Price  

Predictive Modules for Direxion Monthly

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Direxion Monthly 7. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
21.1421.5321.92
Details
Intrinsic
Valuation
LowRealHigh
21.1421.5321.92
Details

Direxion Monthly Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Direxion Monthly is not an exception. The market had few large corrections towards the Direxion Monthly's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Direxion Monthly 7 10, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Direxion Monthly within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.0025
β
Beta against Dow Jones0.05
σ
Overall volatility
0.17
Ir
Information ratio -0.2

Direxion Monthly Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Direxion Monthly for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Direxion Monthly 7 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Direxion Monthly 7 generated five year return of -8.0%
This fund retains about 23.51% of its assets under management (AUM) in cash

Direxion Monthly Fundamentals Growth

Direxion Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Direxion Monthly, and Direxion Monthly fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Direxion Mutual Fund performance.

About Direxion Monthly Performance

Evaluating Direxion Monthly's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Direxion Monthly has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Direxion Monthly has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in securities of the index, ETFs that track the index and other financial instruments that provide monthly leveraged exposure to the index or to ETFs that track the index. The index is a market value weighted index that includes publicly issued U.S. Treasury securities that have a remaining maturity of greater than or equal to seven years and less than ten years. The fund is non-diversified.

Things to note about Direxion Monthly 7 performance evaluation

Checking the ongoing alerts about Direxion Monthly for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Direxion Monthly 7 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Direxion Monthly 7 generated five year return of -8.0%
This fund retains about 23.51% of its assets under management (AUM) in cash
Evaluating Direxion Monthly's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Direxion Monthly's mutual fund performance include:
  • Analyzing Direxion Monthly's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Direxion Monthly's stock is overvalued or undervalued compared to its peers.
  • Examining Direxion Monthly's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Direxion Monthly's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Direxion Monthly's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Direxion Monthly's mutual fund. These opinions can provide insight into Direxion Monthly's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Direxion Monthly's mutual fund performance is not an exact science, and many factors can impact Direxion Monthly's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Direxion Mutual Fund

Direxion Monthly financial ratios help investors to determine whether Direxion Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Direxion with respect to the benefits of owning Direxion Monthly security.
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