DXRLX vs. DXKSX
Compare and contrast key facts about Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX).
DXRLX is managed by Direxion. It was launched on Feb 22, 1999. DXKSX is managed by Direxion. It was launched on May 17, 2004.
Performance
DXRLX vs. DXKSX - Performance Comparison
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DXRLX vs. DXKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, DXRLX achieves a -6.10% return, which is significantly lower than DXKSX's 2.46% return. Over the past 10 years, DXRLX has outperformed DXKSX with an annualized return of 9.98%, while DXKSX has yielded a comparatively lower 2.26% annualized return.
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%
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%
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DXRLX vs. DXKSX - Expense Ratio Comparison
Both DXRLX and DXKSX have an expense ratio of 1.35%.
Return for Risk
DXRLX vs. DXKSX — Risk / Return Rank
DXRLX
DXKSX
DXRLX vs. DXKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX). 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.
| DXRLX | DXKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.29 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.48 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.21 | +0.84 |
Martin ratioReturn relative to average drawdown | 3.93 | 0.38 | +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
| DXRLX | DXKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.29 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.57 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.18 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | -0.40 | +0.44 |
Correlation
The correlation between DXRLX and DXKSX 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
DXRLX vs. DXKSX - Dividend Comparison
DXRLX's dividend yield for the trailing twelve months is around 2.22%, less than DXKSX's 11.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
DXRLX vs. DXKSX - Drawdown Comparison
The maximum DXRLX drawdown since its inception was -94.32%, which is greater than DXKSX's maximum drawdown of -85.78%. Use the drawdown chart below to compare losses from any high point for DXRLX and DXKSX.
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Drawdown Indicators
| DXRLX | DXKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.32% | -85.78% | -8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -24.04% | -6.43% | -17.61% |
Max Drawdown (5Y)Largest decline over 5 years | -57.64% | -14.02% | -43.62% |
Max Drawdown (10Y)Largest decline over 10 years | -77.63% | -36.52% | -41.11% |
Current DrawdownCurrent decline from peak | -27.33% | -74.34% | +47.01% |
Average DrawdownAverage peak-to-trough decline | -34.78% | -61.21% | +26.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 3.64% | +2.80% |
Volatility
DXRLX vs. DXKSX - Volatility Comparison
Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) has a higher volatility of 11.94% compared to Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX) at 3.24%. This indicates that DXRLX's price experiences larger fluctuations and is considered to be riskier than DXKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXRLX | DXKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.94% | 3.24% | +8.70% |
Volatility (6M)Calculated over the trailing 6-month period | 24.86% | 5.60% | +19.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.05% | 9.37% | +31.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.77% | 13.86% | +27.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.15% | 12.58% | +36.57% |