DXNLX vs. FXAIX

In the year-to-date period, DXNLX achieves a 0.49% return, which is significantly lower than FXAIX's 1.34% return.

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DXNLX has a 1.19% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly NASDAQ-100 Bull 1.25X Fund (DXNLX) and Fidelity 500 Index Fund (FXAIX). 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.

The current DXNLX Sharpe Ratio is 0.49, which is lower than the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of DXNLX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DXNLX's dividend yield for the trailing twelve months is around 2.81%, more than FXAIX's 1.55% yield.

The maximum DXNLX drawdown since its inception was -43.78%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DXNLX and FXAIX.

Direxion Monthly NASDAQ-100 Bull 1.25X Fund (DXNLX) has a higher volatility of 6.91% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that DXNLX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.