PortfoliosLab logoPortfoliosLab logo
CEFZ vs. TBFG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CEFZ vs. TBFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverNorth Active Income ETF (CEFZ) and The Brinsmere Fund - Growth ETF (TBFG). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

CEFZ vs. TBFG - Yearly Performance Comparison


2026 (YTD)2025
CEFZ
RiverNorth Active Income ETF
-1.73%7.67%
TBFG
The Brinsmere Fund - Growth ETF
-0.04%8.27%

Returns By Period

In the year-to-date period, CEFZ achieves a -1.73% return, which is significantly lower than TBFG's -0.04% return.


CEFZ

1D
1.92%
1M
-3.47%
YTD
-1.73%
6M
0.69%
1Y
3Y*
5Y*
10Y*

TBFG

1D
2.25%
1M
-5.22%
YTD
-0.04%
6M
2.85%
1Y
16.18%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


CEFZ vs. TBFG - Expense Ratio Comparison

CEFZ has a 3.36% expense ratio, which is higher than TBFG's 0.42% expense ratio.


Return for Risk

CEFZ vs. TBFG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CEFZ

TBFG
TBFG Risk / Return Rank: 7373
Overall Rank
TBFG Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
TBFG Sortino Ratio Rank: 7474
Sortino Ratio Rank
TBFG Omega Ratio Rank: 7474
Omega Ratio Rank
TBFG Calmar Ratio Rank: 7070
Calmar Ratio Rank
TBFG Martin Ratio Rank: 7575
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.

CEFZ vs. TBFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverNorth Active Income ETF (CEFZ) and The Brinsmere Fund - Growth ETF (TBFG). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CEFZ vs. TBFG - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


CEFZTBFGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

1.03

-0.17

Correlation

The correlation between CEFZ and TBFG is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CEFZ vs. TBFG - Dividend Comparison

CEFZ's dividend yield for the trailing twelve months is around 6.96%, more than TBFG's 2.59% yield.


TTM20252024
CEFZ
RiverNorth Active Income ETF
6.96%4.17%0.00%
TBFG
The Brinsmere Fund - Growth ETF
2.59%2.65%2.43%

Drawdowns

CEFZ vs. TBFG - Drawdown Comparison

The maximum CEFZ drawdown since its inception was -6.66%, smaller than the maximum TBFG drawdown of -13.43%. Use the drawdown chart below to compare losses from any high point for CEFZ and TBFG.


Loading graphics...

Drawdown Indicators


CEFZTBFGDifference

Max Drawdown

Largest peak-to-trough decline

-6.66%

-13.43%

+6.77%

Max Drawdown (1Y)

Largest decline over 1 year

-9.19%

Current Drawdown

Current decline from peak

-4.87%

-5.55%

+0.68%

Average Drawdown

Average peak-to-trough decline

-1.23%

-1.68%

+0.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

Volatility

CEFZ vs. TBFG - Volatility Comparison


Loading graphics...

Volatility by Period


CEFZTBFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

Volatility (6M)

Calculated over the trailing 6-month period

7.78%

Volatility (1Y)

Calculated over the trailing 1-year period

10.43%

12.36%

-1.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.43%

10.98%

-0.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.43%

10.98%

-0.55%