PGTYX vs. DXQLX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. DXQLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006.
Performance
PGTYX vs. DXQLX - Performance Comparison
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PGTYX vs. DXQLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | -3.79% | 23.31% | 27.88% | 53.82% | -32.30% | 11.72% | 70.92% | 47.50% | -6.72% | 47.05% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | -11.33% | 29.99% | 39.26% | 97.59% | -57.72% | 55.98% | 100.94% | 79.36% | -81.54% | 743.06% |
Returns By Period
In the year-to-date period, PGTYX achieves a -3.79% return, which is significantly higher than DXQLX's -11.33% return. Over the past 10 years, PGTYX has underperformed DXQLX with an annualized return of 21.36%, while DXQLX has yielded a comparatively higher 29.62% annualized return.
PGTYX
- 1D
- 4.59%
- 1M
- -4.99%
- YTD
- -3.79%
- 6M
- -4.08%
- 1Y
- 35.25%
- 3Y*
- 23.60%
- 5Y*
- 10.79%
- 10Y*
- 21.36%
DXQLX
- 1D
- 6.38%
- 1M
- -9.02%
- YTD
- -11.33%
- 6M
- -9.50%
- 1Y
- 34.39%
- 3Y*
- 32.72%
- 5Y*
- 14.44%
- 10Y*
- 29.62%
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PGTYX vs. DXQLX - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is lower than DXQLX's 1.39% expense ratio.
Return for Risk
PGTYX vs. DXQLX — Risk / Return Rank
PGTYX
DXQLX
PGTYX vs. DXQLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) 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.
| PGTYX | DXQLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.90 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.56 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.64 | +0.85 |
Martin ratioReturn relative to average drawdown | 7.91 | 5.76 | +2.16 |
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
| PGTYX | DXQLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.90 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.34 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.09 | +0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.01 | +0.84 |
Correlation
The correlation between PGTYX and DXQLX is 0.91, 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
PGTYX vs. DXQLX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 11.26%, less than DXQLX's 16.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | 11.26% | 10.83% | 6.40% | 0.57% | 1.71% | 21.15% | 13.60% | 2.63% | 9.44% | 6.75% | 1.01% | 4.56% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 16.69% | 14.50% | 0.33% | 0.00% | 0.00% | 11.75% | 10.90% | 3.37% | 7.37% | 5.72% | 0.00% | 0.00% |
Drawdowns
PGTYX vs. DXQLX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum DXQLX drawdown of -97.24%. Use the drawdown chart below to compare losses from any high point for PGTYX and DXQLX.
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Drawdown Indicators
| PGTYX | DXQLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.09% | -97.24% | +55.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -22.05% | +7.54% |
Max Drawdown (5Y)Largest decline over 5 years | -42.09% | -60.79% | +18.70% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -87.23% | +45.14% |
Current DrawdownCurrent decline from peak | -9.61% | -16.89% | +7.28% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -66.35% | +59.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 6.29% | -1.71% |
Volatility
PGTYX vs. DXQLX - Volatility Comparison
The current volatility for Putnam Global Technology Fund (PGTYX) is 9.40%, while Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) has a volatility of 11.85%. This indicates that PGTYX 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.
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Volatility by Period
| PGTYX | DXQLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.40% | 11.85% | -2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 17.20% | 22.83% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.33% | 40.60% | -12.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.75% | 42.31% | -17.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 316.45% | -292.54% |