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FLRT vs. PFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLRT and PFIX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.2

Performance

FLRT vs. PFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacific Global Senior Loan ETF (FLRT) and Simplify Interest Rate Hedge ETF (PFIX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%AugustSeptemberOctoberNovemberDecember2025
3.77%
18.84%
FLRT
PFIX

Key characteristics

Sharpe Ratio

FLRT:

6.38

PFIX:

0.59

Sortino Ratio

FLRT:

10.44

PFIX:

1.16

Omega Ratio

FLRT:

3.08

PFIX:

1.13

Calmar Ratio

FLRT:

16.84

PFIX:

0.37

Martin Ratio

FLRT:

82.83

PFIX:

1.65

Ulcer Index

FLRT:

0.11%

PFIX:

14.28%

Daily Std Dev

FLRT:

1.38%

PFIX:

39.76%

Max Drawdown

FLRT:

-20.96%

PFIX:

-64.01%

Current Drawdown

FLRT:

-0.18%

PFIX:

-47.40%

Returns By Period

In the year-to-date period, FLRT achieves a 0.31% return, which is significantly lower than PFIX's 3.55% return.


FLRT

YTD

0.31%

1M

0.47%

6M

3.77%

1Y

8.89%

5Y*

5.51%

10Y*

N/A

PFIX

YTD

3.55%

1M

11.39%

6M

18.84%

1Y

25.52%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


FLRT vs. PFIX - Expense Ratio Comparison

FLRT has a 0.69% expense ratio, which is higher than PFIX's 0.50% expense ratio.


FLRT
Pacific Global Senior Loan ETF
Expense ratio chart for FLRT: current value at 0.69% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.69%
Expense ratio chart for PFIX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

FLRT vs. PFIX — Risk-Adjusted Performance Rank

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

FLRT
The Risk-Adjusted Performance Rank of FLRT is 9999
Overall Rank
The Sharpe Ratio Rank of FLRT is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of FLRT is 9999
Sortino Ratio Rank
The Omega Ratio Rank of FLRT is 9999
Omega Ratio Rank
The Calmar Ratio Rank of FLRT is 9999
Calmar Ratio Rank
The Martin Ratio Rank of FLRT is 9999
Martin Ratio Rank

PFIX
The Risk-Adjusted Performance Rank of PFIX is 2626
Overall Rank
The Sharpe Ratio Rank of PFIX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of PFIX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of PFIX is 2828
Omega Ratio Rank
The Calmar Ratio Rank of PFIX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of PFIX is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FLRT vs. PFIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacific Global Senior Loan ETF (FLRT) and Simplify Interest Rate Hedge ETF (PFIX). 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.


Sharpe ratio
The chart of Sharpe ratio for FLRT, currently valued at 6.38, compared to the broader market0.002.004.006.380.59
The chart of Sortino ratio for FLRT, currently valued at 10.44, compared to the broader market-2.000.002.004.006.008.0010.0010.441.16
The chart of Omega ratio for FLRT, currently valued at 3.08, compared to the broader market0.501.001.502.002.503.003.081.13
The chart of Calmar ratio for FLRT, currently valued at 16.84, compared to the broader market0.005.0010.0015.0016.840.37
The chart of Martin ratio for FLRT, currently valued at 82.83, compared to the broader market0.0020.0040.0060.0080.00100.0082.831.65
FLRT
PFIX

The current FLRT Sharpe Ratio is 6.38, which is higher than the PFIX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FLRT and PFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.002.004.006.008.00AugustSeptemberOctoberNovemberDecember2025
6.38
0.59
FLRT
PFIX

Dividends

FLRT vs. PFIX - Dividend Comparison

FLRT's dividend yield for the trailing twelve months is around 7.91%, more than PFIX's 3.28% yield.


TTM2024202320222021202020192018201720162015
FLRT
Pacific Global Senior Loan ETF
7.91%7.93%8.42%5.81%3.16%3.51%4.31%3.97%3.20%3.38%3.21%
PFIX
Simplify Interest Rate Hedge ETF
3.28%3.40%9.18%0.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FLRT vs. PFIX - Drawdown Comparison

The maximum FLRT drawdown since its inception was -20.96%, smaller than the maximum PFIX drawdown of -64.01%. Use the drawdown chart below to compare losses from any high point for FLRT and PFIX. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.18%
-47.40%
FLRT
PFIX

Volatility

FLRT vs. PFIX - Volatility Comparison

The current volatility for Pacific Global Senior Loan ETF (FLRT) is 0.43%, while Simplify Interest Rate Hedge ETF (PFIX) has a volatility of 8.17%. This indicates that FLRT experiences smaller price fluctuations and is considered to be less risky than PFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
0.43%
8.17%
FLRT
PFIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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