DXKSX vs. DXRLX
Compare and contrast key facts about Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX) and Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX).
DXKSX is managed by Direxion. It was launched on May 17, 2004. DXRLX is managed by Direxion. It was launched on Feb 22, 1999.
Performance
DXKSX vs. DXRLX - Performance Comparison
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DXKSX vs. DXRLX - 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% |
DXRLX Direxion Monthly Small Cap Bull 1.75X Fund | -6.10% | 15.22% | 10.66% | 20.05% | -40.24% | 26.84% | 20.98% | 46.08% | -27.45% | 27.06% |
Returns By Period
In the year-to-date period, DXKSX achieves a 2.46% return, which is significantly higher than DXRLX's -6.10% return. Over the past 10 years, DXKSX has underperformed DXRLX with an annualized return of 2.26%, while DXRLX has yielded a comparatively higher 9.98% 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%
DXRLX
- 1D
- -2.69%
- 1M
- -14.68%
- YTD
- -6.10%
- 6M
- -3.82%
- 1Y
- 31.43%
- 3Y*
- 11.85%
- 5Y*
- -2.80%
- 10Y*
- 9.98%
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DXKSX vs. DXRLX - Expense Ratio Comparison
Both DXKSX and DXRLX have an expense ratio of 1.35%.
Return for Risk
DXKSX vs. DXRLX — Risk / Return Rank
DXKSX
DXRLX
DXKSX vs. DXRLX - 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 Small Cap Bull 1.75X Fund (DXRLX). 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 | DXRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.74 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.28 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.05 | -0.84 |
Martin ratioReturn relative to average drawdown | 0.38 | 3.93 | -3.55 |
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 | DXRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.74 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | -0.07 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.20 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.40 | 0.04 | -0.44 |
Correlation
The correlation between DXKSX and DXRLX is 0.25, 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. DXRLX - Dividend Comparison
DXKSX's dividend yield for the trailing twelve months is around 11.97%, more than DXRLX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
DXRLX Direxion Monthly Small Cap Bull 1.75X Fund | 2.22% | 1.23% | 0.66% | 0.00% | 2.27% | 0.84% | 0.71% | 3.76% | 7.60% |
Drawdowns
DXKSX vs. DXRLX - Drawdown Comparison
The maximum DXKSX drawdown since its inception was -85.78%, smaller than the maximum DXRLX drawdown of -94.32%. Use the drawdown chart below to compare losses from any high point for DXKSX and DXRLX.
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Drawdown Indicators
| DXKSX | DXRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.78% | -94.32% | +8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -24.04% | +17.61% |
Max Drawdown (5Y)Largest decline over 5 years | -14.02% | -57.64% | +43.62% |
Max Drawdown (10Y)Largest decline over 10 years | -36.52% | -77.63% | +41.11% |
Current DrawdownCurrent decline from peak | -74.34% | -27.33% | -47.01% |
Average DrawdownAverage peak-to-trough decline | -61.21% | -34.78% | -26.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 6.44% | -2.80% |
Volatility
DXKSX vs. DXRLX - Volatility Comparison
The current volatility for Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX) is 3.24%, while Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) has a volatility of 11.94%. This indicates that DXKSX experiences smaller price fluctuations and is considered to be less risky than DXRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXKSX | DXRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.24% | 11.94% | -8.70% |
Volatility (6M)Calculated over the trailing 6-month period | 5.60% | 24.86% | -19.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.37% | 41.05% | -31.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.86% | 41.77% | -27.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.58% | 49.15% | -36.57% |