PortfoliosLab logoPortfoliosLab logo
ISIN
US86280R8604
Issuer
Day Hagan
Inception Date
Sep 28, 2021
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$36M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

SSFI Performance Chart

Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) is up 0.5% since the beginning of the year. SSFI is currently trading at $21 per share.


Loading charts...

S&P 500 Index

Returns By Period

Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) has returned 0.49% so far this year and 4.04% over the past 12 months.


Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF

1D
-0.30%
1M
0.85%
YTD
0.49%
6M
0.60%
1Y
4.04%
3Y*
3.17%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SSFI Monthly Returns History

Based on dividend-adjusted daily data since Sep 29, 2021, SSFI's average daily return is 0.00%, while the average monthly return is 0.00%.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2023 with a return of +3.6%, while the worst month was Sep 2022 at -3.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SSFI closed higher 50% of trading days. The best single day was Nov 10, 2022 with a return of +2.0%, while the worst single day was Apr 7, 2025 at -1.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.26%1.21%-1.56%0.12%0.37%0.12%0.49%
20250.58%2.53%-0.32%0.70%-0.98%1.48%-0.54%1.27%0.93%0.62%0.57%-0.36%6.62%
2024-0.28%-0.82%0.88%-2.24%1.63%0.94%2.03%1.49%1.18%-2.52%1.24%-2.27%1.10%
20233.57%-2.40%1.85%0.36%-0.99%0.62%-0.06%-0.74%-3.03%-1.55%3.57%3.26%4.26%
2022-2.13%-0.70%-1.75%-3.52%-0.01%-1.77%2.22%-3.21%-3.65%-0.96%3.50%-1.40%-12.82%
2021-0.30%0.52%-0.07%0.37%0.51%

Benchmark Metrics

Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF has an annualized alpha of -1.27%, beta of 0.09, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since September 29, 2021.

  • This ETF participated in 40.47% of S&P 500 Index downside but only 17.05% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.09 may look defensive, but with R2 of 0.08 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.08 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.27%
Beta
0.09
0.08
Upside Capture
17.05%
Downside Capture
40.47%

Expense Ratio

SSFI has an expense ratio of 0.81%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SSFI ranks 30 for risk / return — below 30% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


SSFI Risk / Return Rank: 3030
Overall Rank
SSFI Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
SSFI Sortino Ratio Rank: 2929
Sortino Ratio Rank
SSFI Omega Ratio Rank: 2626
Omega Ratio Rank
SSFI Calmar Ratio Rank: 3232
Calmar Ratio Rank
SSFI Martin Ratio Rank: 3333
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) and compare them to S&P 500 Index.

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.


SSFIBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.01

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.18

1.37

-0.19

Calmar ratioReturn relative to maximum drawdown

1.53

2.78

-1.25

Martin ratioReturn relative to average drawdown

4.71

12.44

-7.73

Dividends

Dividend History

Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF provided a 3.36% dividend yield over the last twelve months, with an annual payout of $0.72 per share.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.8020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.72$0.75$0.76$0.85$0.40$0.18

Dividend yield

3.36%3.51%3.64%3.97%1.87%0.71%

Monthly Dividends

The table displays the monthly dividend distributions for Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.09$0.00$0.00$0.00$0.09
2025$0.00$0.00$0.12$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.29$0.75
2024$0.00$0.00$0.11$0.00$0.00$0.20$0.00$0.00$0.17$0.00$0.00$0.28$0.76
2023$0.00$0.00$0.10$0.00$0.00$0.12$0.00$0.00$0.18$0.00$0.00$0.45$0.85
2022$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.00$0.25$0.40
2021$0.18$0.18

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF was 16.07%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF drawdown is 1.98%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 correction2023
-16.07%Oct 2023
1y 11mo
4y 7moNov 2021 - now
2021 pullback2021
-1.07%Oct 2021
7d3d
10dOct 2021 - Oct 2021
2021 pullback2021
-0.85%Oct 2021
6d6d
12dOct 2021 - Oct 2021
2021 pullback2021
-0.46%Nov 2021
6d2d
8dOct 2021 - Nov 2021
2021 pullback2021
-0.30%Sep 2021
1d1d
2dSep 2021 - Oct 2021

Drawdown Indicators


SSFIBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-16.07%

-56.78%

+40.71%

Max Drawdown (1Y)

Largest decline over 1 year

-2.64%

-9.10%

+6.46%

Max Drawdown (3Y)

Largest decline over 3 years

-6.72%

-18.90%

+12.18%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.98%

-1.80%

-0.18%

Average Drawdown

Average peak-to-trough decline

-7.51%

-10.71%

+3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

2.03%

-1.17%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with SSFI

Add Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with SSFI