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BIBL vs. RFXIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BIBL vs. RFXIX

Last updated Jun 6, 2026

BIBL (Inspire 100 ETF) and RFXIX (Rational Special Situations Income Fund) are both funds - BIBL is a Large Cap Growth Equities fund tracking the Inspire 100 Index, while RFXIX is a Multisector Bonds fund managed by Rational Funds. Over the past 5 years, BIBL returned 9.44%/yr vs 4.26%/yr for RFXIX. At a 0.09 correlation, their price movements are largely independent. BIBL charges 0.35%/yr vs 1.76%/yr for RFXIX.

Performance

BIBL vs. RFXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire 100 ETF (BIBL) and Rational Special Situations Income Fund (RFXIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BIBL achieves a 20.10% return, which is significantly higher than RFXIX's 1.79% return.

BIBL

1D
-3.23%
1M
0.73%
YTD
20.10%
6M
18.49%
1Y
36.38%
3Y*
20.92%
5Y*
9.44%
10Y*
—

RFXIX

1D
0.11%
1M
0.12%
YTD
1.79%
6M
1.87%
1Y
4.88%
3Y*
5.70%
5Y*
4.26%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIBL vs. RFXIX - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
BIBL
Inspire 100 ETF		20.10%17.27%12.49%17.87%-23.26%27.44%22.62%10.08%
RFXIX
Rational Special Situations Income Fund		1.79%4.73%8.95%4.08%-0.85%5.30%2.84%1.91%

Correlation

The correlation between BIBL and RFXIX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.16

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

0.13

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

0.10

Correlation (All Time)
Calculated using the full available price history since Jul 18, 2019

0.09

Compare stocks, funds, or ETFs

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

Inspire 100 ETF

Rational Special Situations Income Fund

Often compared with BIBL:
BIBL vs. TPHDBIBL vs. BLESBIBL vs. GLRYBIBL vs. FDLSBIBL vs. KCEBIBL vs. JMOMBIBL vs. FPHAX
Often compared with RFXIX:
RFXIX vs. AGGRFXIX vs. FTECRFXIX vs. BNDRFXIX vs. ONEQRFXIX vs. QDSIXRFXIX vs. VTIRFXIX vs. VOO

Return for Risk

BIBL vs. RFXIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BIBL
BIBL Risk / Return Rank: 7777
Overall Rank
BIBL Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BIBL Sortino Ratio Rank: 7171
Sortino Ratio Rank
BIBL Omega Ratio Rank: 7171
Omega Ratio Rank
BIBL Calmar Ratio Rank: 8181
Calmar Ratio Rank
BIBL Martin Ratio Rank: 8686
Martin Ratio Rank
RFXIX
RFXIX Risk / Return Rank: 9797
Overall Rank
RFXIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RFXIX Sortino Ratio Rank: 9696
Sortino Ratio Rank
RFXIX Omega Ratio Rank: 9797
Omega Ratio Rank
RFXIX Calmar Ratio Rank: 9797
Calmar Ratio Rank
RFXIX Martin Ratio Rank: 9797
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.

BIBL vs. RFXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire 100 ETF (BIBL) and Rational Special Situations Income Fund (RFXIX). 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.

BIBLRFXIXDifference
Sharpe ratioReturn per unit of total volatility
2.31
3.48

-1.17

Sortino ratioReturn per unit of downside risk
3.09
5.16

-2.07

Omega ratioGain probability vs. loss probability

1.40

2.04

-0.63

Calmar ratioReturn relative to maximum drawdown

4.09

6.79

-2.70

Martin ratioReturn relative to average drawdown

17.62

27.69

-10.07

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BIBL vs. RFXIX - Sharpe Ratio Comparison

The current BIBL Sharpe Ratio is 2.31, which is lower than the RFXIX Sharpe Ratio of 3.48. The chart below compares the historical Sharpe Ratios of BIBL and RFXIX, 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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Sharpe Ratios by Period

BIBLRFXIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.31

3.48

-1.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

2.19

-1.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

1.41

-0.81

Drawdowns

BIBL vs. RFXIX - Drawdown Comparison

The maximum BIBL drawdown since its inception was -36.12%, which is greater than RFXIX's maximum drawdown of -12.91%. Use the drawdown chart below to compare losses from any high point for BIBL and RFXIX.

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Drawdown Indicators

BIBLRFXIXDifference

Max Drawdown

Largest peak-to-trough decline

-36.12%

-12.91%

-23.21%

Max Drawdown (1Y)

Largest decline over 1 year

-8.94%

-0.72%

-8.22%

Max Drawdown (3Y)

Largest decline over 3 years

-20.60%

-1.05%

-19.55%

Max Drawdown (5Y)

Largest decline over 5 years

-30.85%

-4.93%

-25.92%

Current Drawdown

Current decline from peak

-3.23%

0.00%

-3.23%

Average Drawdown

Average peak-to-trough decline

-7.04%

-0.87%

-6.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

0.18%

+1.89%

Volatility

BIBL vs. RFXIX - Volatility Comparison

Inspire 100 ETF (BIBL) has a higher volatility of 5.71% compared to Rational Special Situations Income Fund (RFXIX) at 0.35%. This indicates that BIBL's price experiences larger fluctuations and is considered to be riskier than RFXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BIBLRFXIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.71%

0.35%

+5.36%

Volatility (6M)

Calculated over the trailing 6-month period

13.07%

0.77%

+12.30%

Volatility (1Y)

Calculated over the trailing 1-year period

15.82%

1.41%

+14.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.63%

1.95%

+17.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.10%

2.95%

+18.15%

BIBL vs. RFXIX - Expense Ratio Comparison

BIBL has a 0.35% expense ratio, which is lower than RFXIX's 1.76% expense ratio.

Dividends

BIBL vs. RFXIX - Dividend Comparison

BIBL's dividend yield for the trailing twelve months is around 0.98%, less than RFXIX's 5.40% yield.

PositionTTM202520242023202220212020201920182017
BIBL
Inspire 100 ETF		0.98%1.01%0.92%1.02%0.98%17.87%1.67%1.30%1.49%0.31%
RFXIX
Rational Special Situations Income Fund		5.40%5.02%6.69%7.85%6.08%5.04%4.99%1.39%0.00%0.00%

Frequently Asked Questions

BIBL and RFXIX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIBL has higher volatility (5.71%) compared to RFXIX (0.35%). In terms of maximum drawdown, BIBL dropped -36.12% vs RFXIX's -12.91%.

RFXIX currently has the higher Sharpe Ratio (3.48 vs 2.31), 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.

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