DXSLX vs. DXKSX
Compare and contrast key facts about Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (DXKSX).
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. DXKSX is managed by Direxion. It was launched on May 17, 2004.
Performance
DXSLX vs. DXKSX - Performance Comparison
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DXSLX vs. DXKSX - 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% |
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, DXSLX achieves a -13.57% return, which is significantly lower than DXKSX's 2.46% return. Over the past 10 years, DXSLX has outperformed DXKSX with an annualized return of 23.88%, while DXKSX has yielded a comparatively lower 2.26% 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%
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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DXSLX vs. DXKSX - Expense Ratio Comparison
Both DXSLX and DXKSX have an expense ratio of 1.35%.
Return for Risk
DXSLX vs. DXKSX — Risk / Return Rank
DXSLX
DXKSX
DXSLX vs. DXKSX - 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 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.
| DXSLX | DXKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.29 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.48 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.21 | +0.53 |
Martin ratioReturn relative to average drawdown | 3.51 | 0.38 | +3.14 |
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 | DXKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.29 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.57 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.18 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | -0.40 | +0.84 |
Correlation
The correlation between DXSLX and DXKSX is 0.28, 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
DXSLX vs. DXKSX - Dividend Comparison
DXSLX's dividend yield for the trailing twelve months is around 8.82%, less than DXKSX's 11.97% 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% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
DXSLX vs. DXKSX - Drawdown Comparison
The maximum DXSLX drawdown since its inception was -91.80%, which is greater than DXKSX's maximum drawdown of -85.78%. Use the drawdown chart below to compare losses from any high point for DXSLX and DXKSX.
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Drawdown Indicators
| DXSLX | DXKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -85.78% | -6.02% |
Max Drawdown (1Y)Largest decline over 1 year | -21.12% | -6.43% | -14.69% |
Max Drawdown (5Y)Largest decline over 5 years | -44.67% | -14.02% | -30.65% |
Max Drawdown (10Y)Largest decline over 10 years | -61.09% | -36.52% | -24.57% |
Current DrawdownCurrent decline from peak | -16.30% | -74.34% | +58.04% |
Average DrawdownAverage peak-to-trough decline | -21.72% | -61.21% | +39.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.64% | +0.81% |
Volatility
DXSLX vs. DXKSX - 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 Bear 1.75X Fund (DXKSX) at 3.24%. This indicates that DXSLX'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
| DXSLX | DXKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 3.24% | +4.41% |
Volatility (6M)Calculated over the trailing 6-month period | 16.04% | 5.60% | +10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.26% | 9.37% | +22.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.31% | 13.86% | +17.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.56% | 12.58% | +25.98% |