DXSLX vs. DXKLX
Compare and contrast key facts about Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX).
DXSLX is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index. It was launched on May 1, 2006. DXKLX is managed by Direxion. It was launched on Mar 31, 2005.
Performance
DXSLX vs. DXKLX - Performance Comparison
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DXSLX vs. DXKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | -13.57% | 25.05% | 37.66% | 39.91% | -37.35% | 59.07% | 27.52% | 61.52% | -14.82% | 98.50% |
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | -2.12% | 7.74% | -7.56% | -0.43% | -29.87% | -8.83% | 16.79% | 11.77% | -1.10% | 2.73% |
Returns By Period
In the year-to-date period, DXSLX achieves a -13.57% return, which is significantly lower than DXKLX's -2.12% return. Over the past 10 years, DXSLX has outperformed DXKLX with an annualized return of 23.88%, while DXKLX has yielded a comparatively lower -2.88% annualized return.
DXSLX
- 1D
- -0.71%
- 1M
- -13.82%
- YTD
- -13.57%
- 6M
- -10.69%
- 1Y
- 18.71%
- 3Y*
- 23.11%
- 5Y*
- 13.19%
- 10Y*
- 23.88%
DXKLX
- 1D
- 1.26%
- 1M
- -4.85%
- YTD
- -2.12%
- 6M
- -1.99%
- 1Y
- 0.32%
- 3Y*
- -2.66%
- 5Y*
- -6.78%
- 10Y*
- -2.88%
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DXSLX vs. DXKLX - Expense Ratio Comparison
Both DXSLX and DXKLX have an expense ratio of 1.35%.
Return for Risk
DXSLX vs. DXKLX — Risk / Return Rank
DXSLX
DXKLX
DXSLX vs. DXKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX). 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.
| DXSLX | DXKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.09 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.19 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.35 | +0.39 |
Martin ratioReturn relative to average drawdown | 3.51 | 0.80 | +2.71 |
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
| DXSLX | DXKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.09 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.49 | +0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | -0.23 | +0.85 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.17 | +0.27 |
Correlation
The correlation between DXSLX and DXKLX is -0.28. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
DXSLX vs. DXKLX - Dividend Comparison
DXSLX's dividend yield for the trailing twelve months is around 8.82%, more than DXKLX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 8.82% | 7.93% | 10.57% | 0.00% | 0.00% | 7.89% | 2.42% | 4.41% | 7.21% | 34.95% | 0.00% | 25.71% |
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | 1.74% | 13.38% | 1.11% | 0.00% | 0.00% | 0.00% | 4.39% | 7.54% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DXSLX vs. DXKLX - Drawdown Comparison
The maximum DXSLX drawdown since its inception was -91.80%, which is greater than DXKLX's maximum drawdown of -47.64%. Use the drawdown chart below to compare losses from any high point for DXSLX and DXKLX.
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Drawdown Indicators
| DXSLX | DXKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -47.64% | -44.16% |
Max Drawdown (1Y)Largest decline over 1 year | -21.12% | -6.32% | -14.80% |
Max Drawdown (5Y)Largest decline over 5 years | -44.67% | -42.57% | -2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -61.09% | -47.64% | -13.45% |
Current DrawdownCurrent decline from peak | -16.30% | -41.28% | +24.98% |
Average DrawdownAverage peak-to-trough decline | -21.72% | -14.79% | -6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 2.80% | +1.65% |
Volatility
DXSLX vs. DXKLX - Volatility Comparison
Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a higher volatility of 7.65% compared to Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) at 3.44%. This indicates that DXSLX's price experiences larger fluctuations and is considered to be riskier than DXKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXSLX | DXKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 3.44% | +4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.04% | 5.63% | +10.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.26% | 9.38% | +22.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.31% | 14.02% | +17.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.56% | 12.47% | +26.09% |