RYJUX vs. DXKLX
Compare and contrast key facts about Rydex Inverse Government Long Bond Strategy Fund (RYJUX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX).
RYJUX is managed by Rydex Funds. It was launched on Mar 2, 1995. DXKLX is managed by Direxion. It was launched on Mar 31, 2005.
Performance
RYJUX vs. DXKLX - Performance Comparison
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RYJUX vs. DXKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYJUX Rydex Inverse Government Long Bond Strategy Fund | 1.02% | 2.24% | 18.01% | 4.58% | 45.99% | 1.31% | -21.12% | -12.94% | 4.03% | -8.97% |
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, RYJUX achieves a 1.02% return, which is significantly higher than DXKLX's -2.12% return. Over the past 10 years, RYJUX has outperformed DXKLX with an annualized return of 2.76%, while DXKLX has yielded a comparatively lower -2.88% annualized return.
RYJUX
- 1D
- -1.20%
- 1M
- 4.13%
- YTD
- 1.02%
- 6M
- 3.10%
- 1Y
- 6.20%
- 3Y*
- 10.19%
- 5Y*
- 9.85%
- 10Y*
- 2.76%
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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RYJUX vs. DXKLX - Expense Ratio Comparison
RYJUX has a 4.28% expense ratio, which is higher than DXKLX's 1.35% expense ratio.
Return for Risk
RYJUX vs. DXKLX — Risk / Return Rank
RYJUX
DXKLX
RYJUX vs. DXKLX - 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 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.
| RYJUX | DXKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.09 | +0.38 |
Sortino ratioReturn per unit of downside risk | 0.79 | 0.19 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.02 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.35 | +0.16 |
Martin ratioReturn relative to average drawdown | 1.06 | 0.80 | +0.26 |
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
| RYJUX | DXKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.09 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | -0.49 | +1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | -0.23 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.23 | 0.17 | -0.40 |
Correlation
The correlation between RYJUX and DXKLX is -0.91. 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
RYJUX vs. DXKLX - Dividend Comparison
RYJUX's dividend yield for the trailing twelve months is around 4.39%, more than DXKLX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RYJUX Rydex Inverse Government Long Bond Strategy Fund | 4.39% | 4.44% | 7.75% | 1.26% | 0.00% | 0.00% | 0.37% | 0.00% |
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% |
Drawdowns
RYJUX vs. DXKLX - Drawdown Comparison
The maximum RYJUX drawdown since its inception was -85.46%, which is greater than DXKLX's maximum drawdown of -47.64%. Use the drawdown chart below to compare losses from any high point for RYJUX and DXKLX.
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Drawdown Indicators
| RYJUX | DXKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.46% | -47.64% | -37.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -6.32% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -42.57% | +25.49% |
Max Drawdown (10Y)Largest decline over 10 years | -42.57% | -47.64% | +5.07% |
Current DrawdownCurrent decline from peak | -69.89% | -41.28% | -28.61% |
Average DrawdownAverage peak-to-trough decline | -50.74% | -14.79% | -35.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.80% | +0.88% |
Volatility
RYJUX vs. DXKLX - Volatility Comparison
Rydex Inverse Government Long Bond Strategy Fund (RYJUX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) have volatilities of 3.59% and 3.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYJUX | DXKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.44% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 6.43% | 5.63% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.17% | 9.38% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.35% | 14.02% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.02% | 12.47% | +3.55% |