DXRLX vs. UWM

In the year-to-date period, DXRLX achieves a -13.86% return, which is significantly higher than UWM's -17.54% return. Over the past 10 years, DXRLX has outperformed UWM with an annualized return of 4.94%, while UWM has yielded a comparatively lower 4.00% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DXRLX has a 1.35% expense ratio, which is higher than UWM's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) and ProShares Ultra Russell2000 (UWM). 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 DXRLX Sharpe Ratio is -0.07, which is higher than the UWM Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of DXRLX and UWM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DXRLX's dividend yield for the trailing twelve months is around 1.65%, more than UWM's 1.47% yield.

The maximum DXRLX drawdown since its inception was -93.56%, which is greater than UWM's maximum drawdown of -88.21%. Use the drawdown chart below to compare losses from any high point for DXRLX and UWM.

The current volatility for Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) is 10.89%, while ProShares Ultra Russell2000 (UWM) has a volatility of 12.94%. This indicates that DXRLX experiences smaller price fluctuations and is considered to be less risky than UWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.