DXQLX vs. FBGRX
Compare and contrast key facts about Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) and Fidelity Blue Chip Growth Fund (FBGRX).
DXQLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
DXQLX vs. FBGRX - Performance Comparison
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DXQLX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, DXQLX achieves a -16.65% return, which is significantly lower than FBGRX's -7.12% return. Over the past 10 years, DXQLX has outperformed FBGRX with an annualized return of 28.82%, while FBGRX has yielded a comparatively lower 19.08% annualized return.
DXQLX
- 1D
- -1.45%
- 1M
- -14.48%
- YTD
- -16.65%
- 6M
- -14.93%
- 1Y
- 26.33%
- 3Y*
- 30.01%
- 5Y*
- 13.83%
- 10Y*
- 28.82%
FBGRX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.12%
- 6M
- -4.04%
- 1Y
- 26.78%
- 3Y*
- 26.54%
- 5Y*
- 11.74%
- 10Y*
- 19.08%
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DXQLX vs. FBGRX - Expense Ratio Comparison
DXQLX has a 1.39% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Return for Risk
DXQLX vs. FBGRX — Risk / Return Rank
DXQLX
FBGRX
DXQLX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| DXQLX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.13 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.73 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.00 | -1.01 |
Martin ratioReturn relative to average drawdown | 3.53 | 7.92 | -4.39 |
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
| DXQLX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.13 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.47 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.81 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.65 | -0.64 |
Correlation
The correlation between DXQLX and FBGRX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DXQLX vs. FBGRX - Dividend Comparison
DXQLX's dividend yield for the trailing twelve months is around 17.75%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 2.05% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
DXQLX vs. FBGRX - Drawdown Comparison
The maximum DXQLX drawdown since its inception was -97.24%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for DXQLX and FBGRX.
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Drawdown Indicators
| DXQLX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.24% | -58.64% | -38.60% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -13.89% | -8.16% |
Max Drawdown (5Y)Largest decline over 5 years | -60.79% | -43.08% | -17.71% |
Max Drawdown (10Y)Largest decline over 10 years | -87.23% | -43.08% | -44.15% |
Current DrawdownCurrent decline from peak | -21.88% | -8.68% | -13.20% |
Average DrawdownAverage peak-to-trough decline | -66.36% | -12.58% | -53.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 3.51% | +2.69% |
Volatility
DXQLX vs. FBGRX - Volatility Comparison
Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) has a higher volatility of 9.63% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 7.83%. This indicates that DXQLX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXQLX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.63% | 7.83% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 21.96% | 14.08% | +7.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.19% | 24.98% | +15.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.24% | 24.93% | +17.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 316.44% | 23.63% | +292.81% |