CMMVX vs. QDTE

In the year-to-date period, CMMVX achieves a 2.84% return, which is significantly higher than QDTE's -2.25% return.

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CMMVX has a 0.15% expense ratio, which is lower than QDTE's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE). 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.

The current CMMVX Sharpe Ratio is 0.85, which is higher than the QDTE Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of CMMVX and QDTE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMMVX's dividend yield for the trailing twelve months is around 2.91%, less than QDTE's 44.76% yield.

The maximum CMMVX drawdown since its inception was -20.58%, smaller than the maximum QDTE drawdown of -22.86%. Use the drawdown chart below to compare losses from any high point for CMMVX and QDTE.

The current volatility for Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) is 2.74%, while Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE) has a volatility of 5.30%. This indicates that CMMVX experiences smaller price fluctuations and is considered to be less risky than QDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.