DXRLX vs. DXQLX
Compare and contrast key facts about Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX).
DXRLX is managed by Direxion. It was launched on Feb 22, 1999. 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: DXRLX or DXQLX.
Correlation
The correlation between DXRLX and DXQLX is 0.77, 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.
Performance
DXRLX vs. DXQLX - Performance Comparison
Key characteristics
DXRLX:
0.55
DXQLX:
1.05
DXRLX:
1.01
DXQLX:
1.50
DXRLX:
1.12
DXQLX:
1.20
DXRLX:
0.43
DXQLX:
1.23
DXRLX:
2.39
DXQLX:
4.77
DXRLX:
8.24%
DXQLX:
7.09%
DXRLX:
35.48%
DXQLX:
32.36%
DXRLX:
-93.56%
DXQLX:
-95.28%
DXRLX:
-31.38%
DXQLX:
-3.77%
Returns By Period
In the year-to-date period, DXRLX achieves a 3.03% return, which is significantly lower than DXQLX's 5.09% return. Over the past 10 years, DXRLX has underperformed DXQLX with an annualized return of 6.57%, while DXQLX has yielded a comparatively higher 23.79% annualized return.
DXRLX
3.03%
6.65%
12.40%
13.19%
3.97%
6.57%
DXQLX
5.09%
6.74%
22.89%
32.59%
20.77%
23.79%
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DXRLX vs. DXQLX - Expense Ratio Comparison
DXRLX has a 1.35% expense ratio, which is lower than DXQLX's 1.39% expense ratio.
Risk-Adjusted Performance
DXRLX vs. DXQLX — Risk-Adjusted Performance Rank
DXRLX
DXQLX
DXRLX vs. DXQLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX). 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.
Dividends
DXRLX vs. DXQLX - Dividend Comparison
DXRLX's dividend yield for the trailing twelve months is around 1.38%, more than DXQLX's 0.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
DXRLX Direxion Monthly Small Cap Bull 1.75X Fund | 1.38% | 0.66% | 0.00% | 2.27% | 0.00% | 0.71% | 3.76% | 0.13% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 0.91% | 0.33% | 0.00% | 0.00% | 0.00% | 0.28% | 0.00% | 0.00% |
Drawdowns
DXRLX vs. DXQLX - Drawdown Comparison
The maximum DXRLX drawdown since its inception was -93.56%, roughly equal to the maximum DXQLX drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for DXRLX and DXQLX. For additional features, visit the drawdowns tool.
Volatility
DXRLX vs. DXQLX - Volatility Comparison
The current volatility for Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) is 7.67%, while Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) has a volatility of 9.38%. This indicates that DXRLX experiences smaller price fluctuations and is considered to be less risky than DXQLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.