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GLDB vs. RFIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GLDB vs. RFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategy Shares Gold-Hedged Bond ETF (GLDB) and Simplify Bond Bull ETF (RFIX). The values are adjusted to include any dividend payments, if applicable.

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GLDB vs. RFIX - Yearly Performance Comparison


2026 (YTD)2025
GLDB
Strategy Shares Gold-Hedged Bond ETF
-2.60%-3.51%
RFIX
Simplify Bond Bull ETF
12.33%-14.79%

Returns By Period

In the year-to-date period, GLDB achieves a -2.60% return, which is significantly lower than RFIX's 12.33% return.


GLDB

1D
3.72%
1M
-6.76%
YTD
-2.60%
6M
1Y
3Y*
5Y*
10Y*

RFIX

1D
-3.21%
1M
-3.42%
YTD
12.33%
6M
-3.00%
1Y
-20.93%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GLDB vs. RFIX - Expense Ratio Comparison

GLDB has a 0.79% expense ratio, which is higher than RFIX's 0.50% expense ratio.


Return for Risk

GLDB vs. RFIX — Risk / Return Rank

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

GLDB

RFIX
RFIX Risk / Return Rank: 33
Overall Rank
RFIX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
RFIX Sortino Ratio Rank: 22
Sortino Ratio Rank
RFIX Omega Ratio Rank: 33
Omega Ratio Rank
RFIX Calmar Ratio Rank: 44
Calmar Ratio Rank
RFIX Martin Ratio Rank: 66
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.

GLDB vs. RFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategy Shares Gold-Hedged Bond ETF (GLDB) and Simplify Bond Bull ETF (RFIX). 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.

GLDB vs. RFIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GLDBRFIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.31

-0.74

+0.43

Correlation

The correlation between GLDB and RFIX is -0.02. 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.


Dividends

GLDB vs. RFIX - Dividend Comparison

GLDB's dividend yield for the trailing twelve months is around 0.20%, less than RFIX's 4.67% yield.


Drawdowns

GLDB vs. RFIX - Drawdown Comparison

The maximum GLDB drawdown since its inception was -27.36%, smaller than the maximum RFIX drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for GLDB and RFIX.


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Drawdown Indicators


GLDBRFIXDifference

Max Drawdown

Largest peak-to-trough decline

-27.36%

-38.79%

+11.43%

Max Drawdown (1Y)

Largest decline over 1 year

-36.01%

Current Drawdown

Current decline from peak

-22.48%

-29.52%

+7.04%

Average Drawdown

Average peak-to-trough decline

-10.62%

-23.03%

+12.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.79%

Volatility

GLDB vs. RFIX - Volatility Comparison


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Volatility by Period


GLDBRFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.53%

Volatility (6M)

Calculated over the trailing 6-month period

22.63%

Volatility (1Y)

Calculated over the trailing 1-year period

44.68%

32.19%

+12.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.68%

32.27%

+12.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.68%

32.27%

+12.41%