DXRLX vs. UMPIX
Compare and contrast key facts about Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and ProFunds UltraMid Cap Fund (UMPIX).
DXRLX is managed by Direxion. It was launched on Feb 22, 1999. UMPIX is managed by ProFunds. It was launched on Feb 6, 2000.
Performance
DXRLX vs. UMPIX - Performance Comparison
Loading graphics...
DXRLX vs. UMPIX - 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% |
UMPIX ProFunds UltraMid Cap Fund | -2.94% | 3.62% | 17.08% | 22.37% | -32.05% | 55.65% | 5.21% | 48.88% | -26.37% | 23.77% |
Returns By Period
In the year-to-date period, DXRLX achieves a -6.10% return, which is significantly lower than UMPIX's -2.94% return. Over the past 10 years, DXRLX has underperformed UMPIX with an annualized return of 9.98%, while UMPIX has yielded a comparatively higher 10.92% 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%
UMPIX
- 1D
- -1.66%
- 1M
- -16.14%
- YTD
- -2.94%
- 6M
- -1.88%
- 1Y
- 16.94%
- 3Y*
- 11.17%
- 5Y*
- 3.80%
- 10Y*
- 10.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DXRLX vs. UMPIX - Expense Ratio Comparison
DXRLX has a 1.35% expense ratio, which is lower than UMPIX's 1.51% expense ratio.
Return for Risk
DXRLX vs. UMPIX — Risk / Return Rank
DXRLX
UMPIX
DXRLX vs. UMPIX - 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 ProFunds UltraMid Cap Fund (UMPIX). 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 | UMPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.42 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.87 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.48 | +0.57 |
Martin ratioReturn relative to average drawdown | 3.93 | 1.90 | +2.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DXRLX | UMPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.42 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.10 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.26 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.20 | -0.16 |
Correlation
The correlation between DXRLX and UMPIX is 0.93, 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
DXRLX vs. UMPIX - Dividend Comparison
DXRLX's dividend yield for the trailing twelve months is around 2.22%, more than UMPIX's 0.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
UMPIX ProFunds UltraMid Cap Fund | 0.19% | 0.19% | 1.20% | 0.59% | 0.00% | 9.49% | 0.00% | 2.07% | 0.14% | 2.33% |
Drawdowns
DXRLX vs. UMPIX - Drawdown Comparison
The maximum DXRLX drawdown since its inception was -94.32%, which is greater than UMPIX's maximum drawdown of -85.51%. Use the drawdown chart below to compare losses from any high point for DXRLX and UMPIX.
Loading graphics...
Drawdown Indicators
| DXRLX | UMPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.32% | -85.51% | -8.81% |
Max Drawdown (1Y)Largest decline over 1 year | -24.04% | -26.94% | +2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -57.64% | -44.80% | -12.84% |
Max Drawdown (10Y)Largest decline over 10 years | -77.63% | -69.51% | -8.12% |
Current DrawdownCurrent decline from peak | -27.33% | -17.70% | -9.63% |
Average DrawdownAverage peak-to-trough decline | -34.78% | -22.16% | -12.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 6.85% | -0.41% |
Volatility
DXRLX vs. UMPIX - Volatility Comparison
Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and ProFunds UltraMid Cap Fund (UMPIX) have volatilities of 11.94% and 11.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DXRLX | UMPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.94% | 11.53% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 24.86% | 22.98% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.05% | 41.76% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.77% | 39.50% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.15% | 41.85% | +7.30% |