DXKLX vs. RMQAX
Compare and contrast key facts about Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX).
DXKLX is managed by Direxion. It was launched on Mar 31, 2005. RMQAX is managed by Rydex Funds. It was launched on Nov 27, 2014.
Performance
DXKLX vs. RMQAX - Performance Comparison
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DXKLX vs. RMQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | -2.12% | 7.74% | -7.56% | -0.43% | -29.87% | -8.83% | 16.79% | 11.77% | -1.10% | 2.73% |
RMQAX Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund | -19.02% | 33.92% | 44.76% | 115.91% | -59.93% | 56.36% | 101.06% | 80.80% | -7.28% | 69.80% |
Returns By Period
In the year-to-date period, DXKLX achieves a -2.12% return, which is significantly higher than RMQAX's -19.02% return. Over the past 10 years, DXKLX has underperformed RMQAX with an annualized return of -2.88%, while RMQAX has yielded a comparatively higher 30.14% annualized return.
DXKLX
- 1D
- 1.26%
- 1M
- -4.85%
- YTD
- -2.12%
- 6M
- -1.99%
- 1Y
- 0.32%
- 3Y*
- -2.66%
- 5Y*
- -6.78%
- 10Y*
- -2.88%
RMQAX
- 1D
- -1.68%
- 1M
- -16.37%
- YTD
- -19.02%
- 6M
- -16.53%
- 1Y
- 31.63%
- 3Y*
- 33.85%
- 5Y*
- 15.55%
- 10Y*
- 30.14%
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DXKLX vs. RMQAX - Expense Ratio Comparison
DXKLX has a 1.35% expense ratio, which is higher than RMQAX's 1.32% expense ratio.
Return for Risk
DXKLX vs. RMQAX — Risk / Return Rank
DXKLX
RMQAX
DXKLX vs. RMQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX). 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.
| DXKLX | RMQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.67 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.19 | 1.28 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.18 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.96 | -0.61 |
Martin ratioReturn relative to average drawdown | 0.80 | 3.36 | -2.56 |
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
| DXKLX | RMQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.67 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.49 | 0.34 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.23 | 0.65 | -0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.62 | -0.45 |
Correlation
The correlation between DXKLX and RMQAX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
DXKLX vs. RMQAX - Dividend Comparison
DXKLX's dividend yield for the trailing twelve months is around 1.74%, less than RMQAX's 44.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% |
RMQAX Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund | 44.79% | 36.27% | 26.02% | 3.76% | 0.00% | 2.18% | 5.30% | 0.10% |
Drawdowns
DXKLX vs. RMQAX - Drawdown Comparison
The maximum DXKLX drawdown since its inception was -47.64%, smaller than the maximum RMQAX drawdown of -63.18%. Use the drawdown chart below to compare losses from any high point for DXKLX and RMQAX.
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Drawdown Indicators
| DXKLX | RMQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.64% | -63.18% | +15.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.32% | -25.11% | +18.79% |
Max Drawdown (5Y)Largest decline over 5 years | -42.57% | -63.18% | +20.61% |
Max Drawdown (10Y)Largest decline over 10 years | -47.64% | -63.18% | +15.54% |
Current DrawdownCurrent decline from peak | -41.28% | -24.96% | -16.32% |
Average DrawdownAverage peak-to-trough decline | -14.79% | -13.05% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 7.20% | -4.40% |
Volatility
DXKLX vs. RMQAX - Volatility Comparison
The current volatility for Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) is 3.44%, while Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX) has a volatility of 11.12%. This indicates that DXKLX experiences smaller price fluctuations and is considered to be less risky than RMQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXKLX | RMQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 11.12% | -7.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.63% | 25.22% | -19.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 47.33% | -37.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 46.16% | -32.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.47% | 46.29% | -33.82% |