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DXHYX vs. SOPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DXHYX vs. SOPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Monthly High Yield Bull 1.2X Fund (DXHYX) and ProFunds Short NASDAQ-100 Fund (SOPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DXHYX achieves a -0.25% return, which is significantly higher than SOPIX's -10.40% return.


DXHYX

1D
0.00%
1M
-0.89%
6M
-0.73%
YTD
-0.25%
1Y
2.78%
3Y*
6.23%
5Y*
1.62%
10Y*
ALL TIME*
2.74%

SOPIX

1D
-0.59%
1M
3.70%
6M
-8.99%
YTD
-10.40%
1Y
-18.00%
3Y*
-18.16%
5Y*
-14.13%
10Y*
-19.72%
ALL TIME*
-17.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

DXHYX vs. SOPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DXHYX
Direxion Monthly High Yield Bull 1.2X Fund
-0.25%6.56%6.47%10.88%-13.99%3.00%2.26%12.61%-3.82%5.22%
SOPIX
ProFunds Short NASDAQ-100 Fund
-10.40%-15.80%-23.82%-31.85%34.73%-25.69%-42.92%-28.29%-3.07%-25.24%

Correlation

The correlation between DXHYX and SOPIX is -0.65, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.65

Correlation (3Y)
Balances recent behavior with more history.

-0.58

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.65

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2017

-0.64

The correlation between DXHYX and SOPIX has been stable across timeframes, ranging from -0.65 to -0.58 - a consistent structural relationship.

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Return for Risk

DXHYX vs. SOPIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DXHYX
DXHYX Risk / Return Rank: 1717
Overall Rank
DXHYX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
DXHYX Sortino Ratio Rank: 1515
Sortino Ratio Rank
DXHYX Omega Ratio Rank: 1515
Omega Ratio Rank
DXHYX Calmar Ratio Rank: 1818
Calmar Ratio Rank
DXHYX Martin Ratio Rank: 2424
Martin Ratio Rank

SOPIX
SOPIX Risk / Return Rank: 00
Overall Rank
SOPIX Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SOPIX Sortino Ratio Rank: 00
Sortino Ratio Rank
SOPIX Omega Ratio Rank: 11
Omega Ratio Rank
SOPIX Calmar Ratio Rank: 11
Calmar Ratio Rank
SOPIX Martin Ratio Rank: 00
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DXHYX vs. SOPIX - 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 ProFunds Short NASDAQ-100 Fund (SOPIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DXHYXSOPIXDifference
Sharpe ratioReturn per unit of total volatility

+1.49

Sortino ratioReturn per unit of downside risk

+2.15

Omega ratioGain probability vs. loss probability

1.12

0.87

+0.25

Calmar ratioReturn relative to maximum drawdown

0.92

-0.66

+1.58

Martin ratioReturn relative to average drawdown

3.68

-1.28

+4.95

DXHYX vs. SOPIX - Sharpe Ratio Comparison

The current DXHYX Sharpe Ratio is 0.64, which is higher than the SOPIX Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of DXHYX and SOPIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DXHYX vs. SOPIX - Drawdown Comparison

The maximum DXHYX drawdown since its inception was -26.40%, smaller than the maximum SOPIX drawdown of -99.07%. Use the drawdown chart below to compare losses from any high point for DXHYX and SOPIX.


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Drawdown Indicators


DXHYXSOPIXDifference

Max Drawdown

Largest peak-to-trough decline

-26.40%

-99.07%

+72.67%

Max Drawdown (1Y)

Largest decline over 1 year

-3.03%

-24.87%

+21.84%

Max Drawdown (3Y)

Largest decline over 3 years

-6.42%

-54.87%

+48.45%

Max Drawdown (5Y)

Largest decline over 5 years

-18.67%

-65.00%

+46.33%

Max Drawdown (10Y)

Largest decline over 10 years

-89.76%

Current Drawdown

Current decline from peak

-1.12%

-98.99%

+97.87%

Average Drawdown

Average peak-to-trough decline

-3.64%

-76.28%

+72.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.76%

12.84%

-12.08%

Volatility

DXHYX vs. SOPIX - Volatility Comparison

The current volatility for Direxion Monthly High Yield Bull 1.2X Fund (DXHYX) is 0.68%, while ProFunds Short NASDAQ-100 Fund (SOPIX) has a volatility of 6.84%. This indicates that DXHYX experiences smaller price fluctuations and is considered to be less risky than SOPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DXHYXSOPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.68%

6.84%

-6.16%

Volatility (6M)

Calculated over the trailing 6-month period

3.52%

15.93%

-12.41%

Volatility (1Y)

Calculated over the trailing 1-year period

4.35%

19.30%

-14.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.47%

23.85%

-15.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.27%

22.69%

-13.42%

DXHYX vs. SOPIX - Expense Ratio Comparison

DXHYX has a 1.35% expense ratio, which is lower than SOPIX's 1.78% expense ratio.


Dividends

DXHYX vs. SOPIX - Dividend Comparison

DXHYX's dividend yield for the trailing twelve months is around 3.67%, more than SOPIX's 2.39% yield.


PositionTTM202520242023202220212020201920182017
DXHYX
Direxion Monthly High Yield Bull 1.2X Fund
3.67%4.32%4.75%6.08%12.11%2.06%6.32%9.95%4.99%3.57%
SOPIX
ProFunds Short NASDAQ-100 Fund
2.39%2.14%0.00%6.71%0.00%0.00%0.00%0.29%0.00%0.00%

Frequently Asked Questions


DXHYX and SOPIX have a correlation of -0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOPIX has higher volatility (6.84%) compared to DXHYX (0.68%). In terms of maximum drawdown, DXHYX dropped -26.40% vs SOPIX's -99.07%.

DXHYX currently has the higher Sharpe Ratio (0.64 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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