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DXQLX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DXQLX and BRK-B is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

DXQLX vs. BRK-B

Last updated May 31, 2025

Compare and contrast key facts about Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) and Berkshire Hathaway Inc. (BRK-B).

DXQLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DXQLX or BRK-B.

Performance

DXQLX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

DXQLX:

0.44

BRK-B:

1.19

Sortino Ratio

DXQLX:

0.84

BRK-B:

1.77

Omega Ratio

DXQLX:

1.12

BRK-B:

1.25

Calmar Ratio

DXQLX:

0.44

BRK-B:

2.81

Martin Ratio

DXQLX:

1.35

BRK-B:

6.66

Ulcer Index

DXQLX:

12.38%

BRK-B:

3.72%

Daily Std Dev

DXQLX:

46.26%

BRK-B:

19.76%

Max Drawdown

DXQLX:

-95.03%

BRK-B:

-53.86%

Current Drawdown

DXQLX:

-8.68%

BRK-B:

-6.64%

Returns By Period

In the year-to-date period, DXQLX achieves a -0.28% return, which is significantly lower than BRK-B's 11.18% return. Over the past 10 years, DXQLX has outperformed BRK-B with an annualized return of 27.48%, while BRK-B has yielded a comparatively lower 13.42% annualized return.

DXQLX

YTD

-0.28%

1M

15.49%

6M

0.04%

1Y

20.29%

3Y*

26.36%

5Y*

25.87%

10Y*

27.48%

BRK-B

YTD

11.18%

1M

-5.49%

6M

4.34%

1Y

23.34%

3Y*

16.84%

5Y*

22.12%

10Y*

13.42%

*Annualized

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Direxion Monthly NASDAQ-100 Bull 1.75X Fund

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

DXQLX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DXQLX
The Risk-Adjusted Performance Rank of DXQLX is 3737
Overall Rank
The Sharpe Ratio Rank of DXQLX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of DXQLX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of DXQLX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of DXQLX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of DXQLX is 3333
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DXQLX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) and Berkshire Hathaway Inc. (BRK-B). 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 DXQLX Sharpe Ratio is 0.44, which is lower than the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of DXQLX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

DXQLX vs. BRK-B - Dividend Comparison

DXQLX's dividend yield for the trailing twelve months is around 0.96%, while BRK-B has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
DXQLX
Direxion Monthly NASDAQ-100 Bull 1.75X Fund		0.96%0.33%0.00%0.00%11.76%10.90%3.38%7.37%5.72%0.00%2.40%1.16%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DXQLX vs. BRK-B - Drawdown Comparison

The maximum DXQLX drawdown since its inception was -95.03%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for DXQLX and BRK-B.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

DXQLX vs. BRK-B - Volatility Comparison

Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) has a higher volatility of 9.46% compared to Berkshire Hathaway Inc. (BRK-B) at 6.63%. This indicates that DXQLX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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