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Motley Fool Next Index ETF (TMFX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US74933W6509
CUSIP
74933W650
Inception Date
Dec 29, 2021
Leveraged
1x (No leverage)
Index Tracked
Motley Fool Next Index
Distribution Policy
Distributing

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Motley Fool Next Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Motley Fool Next Index ETF (TMFX) has returned -7.32% so far this year and 9.33% over the past 12 months.


Motley Fool Next Index ETF

1D
3.29%
1M
-7.00%
YTD
-7.32%
6M
-7.58%
1Y
9.33%
3Y*
9.63%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 31, 2021, TMFX's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, your investment would double in approximately 30.4 years.

Historically, 49% of months were positive and 51% were negative. The best month was Nov 2024 with a return of +11.7%, while the worst month was Apr 2022 at -12.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TMFX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +10.9%, while the worst single day was Apr 3, 2025 at -6.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.45%0.09%-7.00%-7.32%
20256.71%-5.64%-7.05%-1.06%8.82%3.96%1.92%2.70%0.97%0.36%-1.00%0.37%10.41%
2024-3.09%5.39%2.09%-5.80%3.13%0.76%3.51%1.98%2.94%-0.71%11.67%-5.64%16.04%
202310.19%-3.23%-0.32%-2.40%-0.03%8.06%3.20%-4.58%-6.41%-7.17%11.52%10.33%17.95%
2022-11.18%-1.06%-0.36%-12.14%-3.33%-7.61%11.09%-1.48%-9.90%8.10%3.89%-5.61%-28.16%

Benchmark Metrics

Motley Fool Next Index ETF has an annualized alpha of -7.43%, beta of 1.18, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 03, 2022.

  • This ETF participated in 123.66% of S&P 500 Index downside but only 95.21% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -7.43% versus S&P 500 Index — delivering less than market exposure alone would predict.

Alpha
-7.43%
Beta
1.18
0.78
Upside Capture
95.21%
Downside Capture
123.66%

Expense Ratio

TMFX has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TMFX ranks 25 for risk / return — below 25% 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.


TMFX Risk / Return Rank: 2525
Overall Rank
TMFX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
TMFX Sortino Ratio Rank: 2424
Sortino Ratio Rank
TMFX Omega Ratio Rank: 2424
Omega Ratio Rank
TMFX Calmar Ratio Rank: 2727
Calmar Ratio Rank
TMFX Martin Ratio Rank: 2727
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 Motley Fool Next Index ETF (TMFX) and compare them to a chosen benchmark (S&P 500 Index).


TMFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.41

0.90

-0.49

Sortino ratio

Return per unit of downside risk

0.75

1.39

-0.63

Omega ratio

Gain probability vs. loss probability

1.10

1.21

-0.11

Calmar ratio

Return relative to maximum drawdown

0.64

1.40

-0.76

Martin ratio

Return relative to average drawdown

2.25

6.61

-4.36

Explore TMFX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Motley Fool Next Index ETF provided a 0.05% dividend yield over the last twelve months, with an annual payout of $0.01 per share.


0.05%0.10%0.15%0.20%$0.00$0.01$0.01$0.02$0.02$0.03$0.03$0.042022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.01$0.01$0.01$0.03$0.03

Dividend yield

0.05%0.05%0.06%0.16%0.22%

Monthly Dividends

The table displays the monthly dividend distributions for Motley Fool Next Index 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$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2022$0.03$0.03

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Motley Fool Next Index 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 Motley Fool Next Index ETF was 34.30%, occurring on Jun 16, 2022. Recovery took 603 trading sessions.

The current Motley Fool Next Index ETF drawdown is 11.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.3%Jan 3, 2022115Jun 16, 2022603Nov 8, 2024718
-24.05%Jan 31, 202547Apr 8, 202569Jul 18, 2025116
-13.95%Jan 23, 202646Mar 30, 2026
-8.65%Sep 19, 202545Nov 20, 202521Dec 22, 202566
-6.85%Dec 5, 202424Jan 10, 202513Jan 30, 202537

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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