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Sortino ratio is not yet available for RJDI. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares RJ Eagle GCM Dividend Select Income ETF's Sortino Ratio with other ETFs in the Dividend category across multiple time periods, showing how RJDI's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
INCEFranklin Income Equity Focus ETF4.73
AMDYYieldMax AMD Option Income Strategy ETF4.54
LVHIFranklin International Low Volatility High Dividend Index ETF4.37
DVYAiShares Asia/Pacific Dividend ETF4.06
FDRRFidelity Dividend ETF for Rising Rates3.96
SCHDSchwab U.S. Dividend Equity ETF3.87
TDIVFirst Trust NASDAQ Technology Dividend Index Fund3.85
ALTYGlobal X Alternative Income ETF3.82
UDIVFranklin U.S. Core Dividend Tilt Index ETF3.81
IDViShares International Select Dividend ETF3.75
RJDIRJ Eagle GCM Dividend Select Income ETF

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows RJDI's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when RJDI consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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