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MAMB vs. SYSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MAMB vs. SYSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Ambassador Income ETF (MAMB) and iShares Systematic Bond ETF (SYSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MAMB achieves a 1.59% return, which is significantly higher than SYSB's 0.43% return.


MAMB

1D
-0.11%
1M
0.21%
YTD
1.59%
6M
1.04%
1Y
7.54%
3Y*
5.24%
5Y*
0.66%
10Y*

SYSB

1D
0.00%
1M
0.72%
YTD
0.43%
6M
0.54%
1Y
5.08%
3Y*
6.83%
5Y*
1.57%
10Y*
2.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MAMB vs. SYSB - Yearly Performance Comparison


2026 (YTD)20252024202320222021
MAMB
Monarch Ambassador Income ETF
1.59%10.69%1.32%4.90%-13.02%1.17%
SYSB
iShares Systematic Bond ETF
0.43%8.32%6.04%8.22%-13.57%1.45%

Correlation

The correlation between MAMB and SYSB is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.76

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

0.78

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

0.79

Correlation (All Time)
Calculated using the full available price history since Mar 24, 2021

0.79

The correlation between MAMB and SYSB has been stable across timeframes, ranging from 0.76 to 0.79 - a consistent structural relationship.

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Return for Risk

MAMB vs. SYSB — Risk / Return Rank

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

MAMB
MAMB Risk / Return Rank: 4040
Overall Rank
MAMB Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
MAMB Sortino Ratio Rank: 3838
Sortino Ratio Rank
MAMB Omega Ratio Rank: 3838
Omega Ratio Rank
MAMB Calmar Ratio Rank: 4545
Calmar Ratio Rank
MAMB Martin Ratio Rank: 3939
Martin Ratio Rank

SYSB
SYSB Risk / Return Rank: 3838
Overall Rank
SYSB Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SYSB Sortino Ratio Rank: 3939
Sortino Ratio Rank
SYSB Omega Ratio Rank: 3838
Omega Ratio Rank
SYSB Calmar Ratio Rank: 3737
Calmar Ratio Rank
SYSB Martin Ratio Rank: 3535
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.

MAMB vs. SYSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Ambassador Income ETF (MAMB) and iShares Systematic Bond ETF (SYSB). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MAMBSYSBDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

-0.03

Omega ratioGain probability vs. loss probability

1.24

1.24

0.00

Calmar ratioReturn relative to maximum drawdown

2.13

1.71

+0.42

Martin ratioReturn relative to average drawdown

5.67

4.90

+0.77

MAMB vs. SYSB - Sharpe Ratio Comparison

The current MAMB Sharpe Ratio is 1.32, which is comparable to the SYSB Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of MAMB and SYSB, 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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Drawdowns

MAMB vs. SYSB - Drawdown Comparison

The maximum MAMB drawdown since its inception was -19.33%, roughly equal to the maximum SYSB drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for MAMB and SYSB.


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Drawdown Indicators


MAMBSYSBDifference

Max Drawdown

Largest peak-to-trough decline

-19.33%

-18.47%

-0.86%

Max Drawdown (1Y)

Largest decline over 1 year

-3.55%

-2.99%

-0.56%

Max Drawdown (3Y)

Largest decline over 3 years

-7.38%

-3.08%

-4.30%

Max Drawdown (5Y)

Largest decline over 5 years

-19.33%

-18.47%

-0.86%

Max Drawdown (10Y)

Largest decline over 10 years

-18.47%

Current Drawdown

Current decline from peak

-2.06%

-1.42%

-0.64%

Average Drawdown

Average peak-to-trough decline

-7.44%

-3.27%

-4.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.33%

1.04%

+0.29%

Volatility

MAMB vs. SYSB - Volatility Comparison

Monarch Ambassador Income ETF (MAMB) has a higher volatility of 1.71% compared to iShares Systematic Bond ETF (SYSB) at 1.23%. This indicates that MAMB's price experiences larger fluctuations and is considered to be riskier than SYSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MAMBSYSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.71%

1.23%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

4.42%

3.20%

+1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

5.73%

3.91%

+1.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.02%

5.64%

+1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.91%

4.94%

+1.97%

MAMB vs. SYSB - Expense Ratio Comparison

MAMB has a 1.49% expense ratio, which is higher than SYSB's 0.25% expense ratio.


Dividends

MAMB vs. SYSB - Dividend Comparison

MAMB's dividend yield for the trailing twelve months is around 2.45%, less than SYSB's 4.60% yield.


PositionTTM20252024202320222021202020192018201720162015
MAMB
Monarch Ambassador Income ETF
2.45%2.47%2.11%1.73%0.92%0.56%0.00%0.00%0.00%0.00%0.00%0.00%
SYSB
iShares Systematic Bond ETF
4.60%4.78%5.04%4.44%3.27%1.92%2.57%3.27%3.61%2.74%2.92%2.26%

Frequently Asked Questions


MAMB and SYSB have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MAMB has higher volatility (1.71%) compared to SYSB (1.23%). In terms of maximum drawdown, MAMB dropped -19.33% vs SYSB's -18.47%.

On 5-year performance, SYSB leads with 1.57% vs 0.66% for MAMB. On fees, SYSB is cheaper at 0.25% per year. On volatility, SYSB has been the lower-risk option at 1.23%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SYSB has performed better with a 1.57% return vs 0.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SYSB is cheaper with a 0.25% expense ratio, compared with 1.49% for MAMB.

SYSB has the higher dividend yield at 4.60%, compared with 2.45% for MAMB.

MAMB tracks Monarch Ambassador Income Index, while SYSB tracks BlackRock Universal Systematic Bond Index. They also come from different issuers: Monarch and iShares. Their fees differ too: 1.49% for MAMB and 0.25% for SYSB.

MAMB currently has the higher Sharpe Ratio (1.32 vs 1.31), 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.

Portfolio Optimizer

Find the right allocation for MAMB and SYSB

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