DXHYX vs. DXKLX
Compare and contrast key facts about Direxion Monthly High Yield Bull 1.2X Fund (DXHYX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX).
DXHYX is managed by Direxion. It was launched on Feb 17, 2016. DXKLX is managed by Direxion. It was launched on Mar 31, 2005.
Performance
DXHYX vs. DXKLX - Performance Comparison
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DXHYX vs. DXKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXHYX Direxion Monthly High Yield Bull 1.2X Fund | -1.20% | 6.56% | 6.47% | 10.88% | -13.99% | 3.00% | 2.26% | 12.61% | -3.82% | 5.22% |
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | -1.84% | 7.74% | -7.56% | -0.43% | -29.87% | -8.83% | 16.79% | 11.77% | -1.10% | 2.91% |
Returns By Period
In the year-to-date period, DXHYX achieves a -1.20% return, which is significantly higher than DXKLX's -1.84% return.
DXHYX
- 1D
- 1.04%
- 1M
- -1.22%
- YTD
- -1.20%
- 6M
- -0.41%
- 1Y
- 5.19%
- 3Y*
- 6.21%
- 5Y*
- 1.72%
- 10Y*
- —
DXKLX
- 1D
- 0.29%
- 1M
- -3.62%
- YTD
- -1.84%
- 6M
- -2.25%
- 1Y
- 0.04%
- 3Y*
- -2.57%
- 5Y*
- -6.89%
- 10Y*
- -2.85%
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DXHYX vs. DXKLX - Expense Ratio Comparison
Both DXHYX and DXKLX have an expense ratio of 1.35%.
Return for Risk
DXHYX vs. DXKLX — Risk / Return Rank
DXHYX
DXKLX
DXHYX vs. DXKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly High Yield Bull 1.2X Fund (DXHYX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DXHYX | DXKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.06 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.16 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.02 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.18 | +0.98 |
Martin ratioReturn relative to average drawdown | 5.72 | 0.40 | +5.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DXHYX | DXKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.06 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | -0.49 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.17 | +0.12 |
Correlation
The correlation between DXHYX and DXKLX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DXHYX vs. DXKLX - Dividend Comparison
DXHYX's dividend yield for the trailing twelve months is around 5.17%, more than DXKLX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXHYX Direxion Monthly High Yield Bull 1.2X Fund | 5.17% | 4.32% | 4.75% | 6.08% | 12.11% | 2.06% | 6.32% | 9.95% | 4.99% | 3.57% |
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | 1.74% | 13.38% | 1.11% | 0.00% | 0.00% | 0.00% | 4.39% | 7.54% | 0.00% | 0.00% |
Drawdowns
DXHYX vs. DXKLX - Drawdown Comparison
The maximum DXHYX drawdown since its inception was -26.40%, smaller than the maximum DXKLX drawdown of -47.64%. Use the drawdown chart below to compare losses from any high point for DXHYX and DXKLX.
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Drawdown Indicators
| DXHYX | DXKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.40% | -47.64% | +21.24% |
Max Drawdown (1Y)Largest decline over 1 year | -4.87% | -6.32% | +1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -42.57% | +23.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.64% | — |
Current DrawdownCurrent decline from peak | -1.84% | -41.11% | +39.27% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -14.80% | +11.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 2.82% | -1.84% |
Volatility
DXHYX vs. DXKLX - Volatility Comparison
The current volatility for Direxion Monthly High Yield Bull 1.2X Fund (DXHYX) is 2.55%, while Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) has a volatility of 3.38%. This indicates that DXHYX experiences smaller price fluctuations and is considered to be less risky than DXKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXHYX | DXKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 3.38% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 3.34% | 5.61% | -2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.62% | 9.36% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 14.02% | -5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.41% | 12.47% | -3.06% |