DXKSX vs. DXQLX
Compare and contrast key facts about Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX).
DXKSX is managed by Direxion. It was launched on May 17, 2004. DXQLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006.
Performance
DXKSX vs. DXQLX - Performance Comparison
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DXKSX vs. DXQLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXKSX Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund | 2.46% | -3.26% | 12.62% | 3.03% | 35.65% | 4.73% | -13.02% | -11.52% | -0.00% | -5.45% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | -16.65% | 29.99% | 39.26% | 97.59% | -57.72% | 55.98% | 100.94% | 79.36% | -81.54% | 743.06% |
Returns By Period
In the year-to-date period, DXKSX achieves a 2.46% return, which is significantly higher than DXQLX's -16.65% return. Over the past 10 years, DXKSX has underperformed DXQLX with an annualized return of 2.26%, while DXQLX has yielded a comparatively higher 28.82% annualized return.
DXKSX
- 1D
- -1.12%
- 1M
- 5.16%
- YTD
- 2.46%
- 6M
- 3.34%
- 1Y
- 3.20%
- 3Y*
- 6.61%
- 5Y*
- 7.88%
- 10Y*
- 2.26%
DXQLX
- 1D
- -1.45%
- 1M
- -14.31%
- YTD
- -16.65%
- 6M
- -14.21%
- 1Y
- 28.10%
- 3Y*
- 30.01%
- 5Y*
- 13.83%
- 10Y*
- 28.82%
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DXKSX vs. DXQLX - Expense Ratio Comparison
DXKSX has a 1.35% expense ratio, which is lower than DXQLX's 1.39% expense ratio.
Return for Risk
DXKSX vs. DXQLX — Risk / Return Rank
DXKSX
DXQLX
DXKSX vs. DXQLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX). 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.
| DXKSX | DXQLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.70 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.31 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.18 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.99 | -0.78 |
Martin ratioReturn relative to average drawdown | 0.38 | 3.53 | -3.15 |
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
| DXKSX | DXQLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.70 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.33 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.09 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.40 | 0.01 | -0.41 |
Correlation
The correlation between DXKSX and DXQLX is 0.22, 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
DXKSX vs. DXQLX - Dividend Comparison
DXKSX's dividend yield for the trailing twelve months is around 11.97%, less than DXQLX's 17.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXKSX Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund | 11.97% | 0.00% | 9.44% | 8.98% | 0.00% | 0.00% | 6.10% | 1.26% | 0.00% | 0.00% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 17.75% | 14.50% | 0.33% | 0.00% | 0.00% | 11.75% | 10.90% | 3.37% | 7.37% | 5.72% |
Drawdowns
DXKSX vs. DXQLX - Drawdown Comparison
The maximum DXKSX drawdown since its inception was -85.78%, smaller than the maximum DXQLX drawdown of -97.24%. Use the drawdown chart below to compare losses from any high point for DXKSX and DXQLX.
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Drawdown Indicators
| DXKSX | DXQLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.78% | -97.24% | +11.46% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -22.05% | +15.62% |
Max Drawdown (5Y)Largest decline over 5 years | -14.02% | -60.79% | +46.77% |
Max Drawdown (10Y)Largest decline over 10 years | -36.52% | -87.23% | +50.71% |
Current DrawdownCurrent decline from peak | -74.34% | -21.88% | -52.46% |
Average DrawdownAverage peak-to-trough decline | -61.21% | -66.36% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 6.20% | -2.56% |
Volatility
DXKSX vs. DXQLX - Volatility Comparison
The current volatility for Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX) is 3.24%, while Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) has a volatility of 9.63%. This indicates that DXKSX experiences smaller price fluctuations and is considered to be less risky than DXQLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXKSX | DXQLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.24% | 9.63% | -6.39% |
Volatility (6M)Calculated over the trailing 6-month period | 5.60% | 21.96% | -16.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.37% | 40.19% | -30.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.86% | 42.24% | -28.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.58% | 316.44% | -303.86% |