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RYJUX vs. DXHYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RYJUX vs. DXHYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Inverse Government Long Bond Strategy Fund (RYJUX) and Direxion Monthly High Yield Bull 1.2X Fund (DXHYX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RYJUX achieves a 1.96% return, which is significantly higher than DXHYX's 0.54% return.


RYJUX

1D
0.75%
1M
-1.70%
YTD
1.96%
6M
2.08%
1Y
2.08%
3Y*
9.20%
5Y*
11.67%
10Y*
3.34%

DXHYX

1D
-0.17%
1M
0.45%
YTD
0.54%
6M
0.65%
1Y
4.58%
3Y*
7.15%
5Y*
1.83%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RYJUX vs. DXHYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYJUX
Rydex Inverse Government Long Bond Strategy Fund
1.96%2.24%18.01%4.58%45.99%1.31%-21.12%-12.94%4.03%-8.97%
DXHYX
Direxion Monthly High Yield Bull 1.2X Fund
0.54%6.56%6.47%10.88%-13.99%3.00%2.26%12.61%-3.82%5.22%

Correlation

The correlation between RYJUX and DXHYX is -0.46, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.46

Correlation (3Y)
Calculated over the trailing 3-year period

-0.48

Correlation (5Y)
Calculated over the trailing 5-year period

-0.35

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2017

-0.12

Over the past year, the inverse relationship between RYJUX and DXHYX has strengthened: their correlation has moved from -0.12 to -0.46, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

RYJUX vs. DXHYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RYJUX
RYJUX Risk / Return Rank: 44
Overall Rank
RYJUX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
RYJUX Sortino Ratio Rank: 44
Sortino Ratio Rank
RYJUX Omega Ratio Rank: 44
Omega Ratio Rank
RYJUX Calmar Ratio Rank: 44
Calmar Ratio Rank
RYJUX Martin Ratio Rank: 44
Martin Ratio Rank

DXHYX
DXHYX Risk / Return Rank: 2121
Overall Rank
DXHYX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
DXHYX Sortino Ratio Rank: 1818
Sortino Ratio Rank
DXHYX Omega Ratio Rank: 1717
Omega Ratio Rank
DXHYX Calmar Ratio Rank: 2222
Calmar Ratio Rank
DXHYX Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RYJUX vs. DXHYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse Government Long Bond Strategy Fund (RYJUX) and Direxion Monthly High Yield Bull 1.2X Fund (DXHYX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RYJUXDXHYXDifference
Sharpe ratioReturn per unit of total volatility

-0.89

Sortino ratioReturn per unit of downside risk

-1.29

Omega ratioGain probability vs. loss probability

1.04

1.20

-0.16

Calmar ratioReturn relative to maximum drawdown

0.27

1.60

-1.33

Martin ratioReturn relative to average drawdown

0.61

6.56

-5.95

RYJUX vs. DXHYX - Sharpe Ratio Comparison

The current RYJUX Sharpe Ratio is 0.20, which is lower than the DXHYX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of RYJUX and DXHYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RYJUX vs. DXHYX - Drawdown Comparison

The maximum RYJUX drawdown since its inception was -85.46%, which is greater than DXHYX's maximum drawdown of -26.40%. Use the drawdown chart below to compare losses from any high point for RYJUX and DXHYX.


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Drawdown Indicators


RYJUXDXHYXDifference

Max Drawdown

Largest peak-to-trough decline

-85.46%

-26.40%

-59.06%

Max Drawdown (1Y)

Largest decline over 1 year

-6.75%

-3.03%

-3.72%

Max Drawdown (3Y)

Largest decline over 3 years

-16.72%

-6.42%

-10.30%

Max Drawdown (5Y)

Largest decline over 5 years

-16.72%

-18.67%

+1.95%

Max Drawdown (10Y)

Largest decline over 10 years

-42.57%

Current Drawdown

Current decline from peak

-69.61%

-0.28%

-69.33%

Average Drawdown

Average peak-to-trough decline

-50.87%

-3.68%

-47.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

0.74%

+2.21%

Volatility

RYJUX vs. DXHYX - Volatility Comparison

Rydex Inverse Government Long Bond Strategy Fund (RYJUX) has a higher volatility of 2.17% compared to Direxion Monthly High Yield Bull 1.2X Fund (DXHYX) at 1.20%. This indicates that RYJUX's price experiences larger fluctuations and is considered to be riskier than DXHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYJUXDXHYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.17%

1.20%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

6.31%

3.52%

+2.79%

Volatility (1Y)

Calculated over the trailing 1-year period

9.19%

4.46%

+4.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.21%

8.48%

+7.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.97%

9.32%

+6.65%

RYJUX vs. DXHYX - Expense Ratio Comparison

RYJUX has a 4.28% expense ratio, which is higher than DXHYX's 1.35% expense ratio.


Dividends

RYJUX vs. DXHYX - Dividend Comparison

RYJUX's dividend yield for the trailing twelve months is around 4.35%, more than DXHYX's 3.64% yield.


PositionTTM202520242023202220212020201920182017
DXHYX
Direxion Monthly High Yield Bull 1.2X Fund
3.64%4.32%4.75%6.08%12.11%2.06%6.32%9.95%4.99%3.57%
RYJUX
Rydex Inverse Government Long Bond Strategy Fund
4.35%4.44%7.75%1.26%0.00%0.00%0.37%0.00%0.00%0.00%

Frequently Asked Questions


RYJUX and DXHYX have a correlation of -0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RYJUX has higher volatility (2.17%) compared to DXHYX (1.20%). In terms of maximum drawdown, RYJUX dropped -85.46% vs DXHYX's -26.40%.

DXHYX currently has the higher Sharpe Ratio (1.09 vs 0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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