MAXI vs. RLTY
MAXI (Simplify Bitcoin Strategy PLUS Income ETF) is Cryptocurrency fund actively managed by Simplify, while RLTY (Cohen & Steers Real Estate Opportunities & Income Fund) is a stock. Over the past 3 years, MAXI returned 10.98%/yr vs 14.37%/yr for RLTY. At a 0.22 correlation, their price movements are largely independent.
Performance
MAXI vs. RLTY - Performance Comparison
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Returns By Period
In the year-to-date period, MAXI achieves a -35.86% return, which is significantly lower than RLTY's 9.57% return.
MAXI
- 1D
- -1.94%
- 1M
- -19.20%
- YTD
- -35.86%
- 6M
- -37.09%
- 1Y
- -57.63%
- 3Y*
- 10.98%
- 5Y*
- —
- 10Y*
- —
RLTY
- 1D
- 0.19%
- 1M
- -1.27%
- YTD
- 9.57%
- 6M
- 11.78%
- 1Y
- 11.76%
- 3Y*
- 14.37%
- 5Y*
- —
- 10Y*
- —
MAXI vs. RLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MAXI Simplify Bitcoin Strategy PLUS Income ETF | -35.86% | -28.59% | 92.92% | 144.12% | -13.34% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 9.57% | 8.56% | 15.40% | 14.05% | 3.48% |
Correlation
The correlation between MAXI and RLTY is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.22 |
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Return for Risk
MAXI vs. RLTY — Risk / Return Rank
MAXI
RLTY
MAXI vs. RLTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Bitcoin Strategy PLUS Income ETF (MAXI) and Cohen & Steers Real Estate Opportunities & Income Fund (RLTY). 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.
| MAXI | RLTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.72 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.16 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 1.05 | -1.90 |
| Martin ratioReturn relative to average drawdown | -1.30 | 3.48 | -4.77 |
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Drawdowns
MAXI vs. RLTY - Drawdown Comparison
The maximum MAXI drawdown since its inception was -68.91%, which is greater than RLTY's maximum drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for MAXI and RLTY.
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Drawdown Indicators
| MAXI | RLTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.91% | -35.44% | -33.47% |
Max Drawdown (1Y)Largest decline over 1 year | -68.91% | -11.40% | -57.51% |
Max Drawdown (3Y)Largest decline over 3 years | -68.91% | -20.81% | -48.10% |
Current DrawdownCurrent decline from peak | -67.49% | -1.97% | -65.52% |
Average DrawdownAverage peak-to-trough decline | -19.30% | -13.62% | -5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.94% | 3.43% | +41.51% |
Volatility
MAXI vs. RLTY - Volatility Comparison
Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a higher volatility of 12.91% compared to Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) at 3.99%. This indicates that MAXI's price experiences larger fluctuations and is considered to be riskier than RLTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAXI | RLTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.91% | 3.99% | +8.92% |
Volatility (6M)Calculated over the trailing 6-month period | 44.45% | 10.30% | +34.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.18% | 13.32% | +51.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.64% | 22.67% | +40.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.64% | 22.67% | +40.97% |
Dividends
MAXI vs. RLTY - Dividend Comparison
MAXI's dividend yield for the trailing twelve months is around 68.81%, more than RLTY's 8.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
MAXI Simplify Bitcoin Strategy PLUS Income ETF | 68.81% | 49.00% | 32.06% | 29.63% | 4.43% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.55% | 8.98% | 8.93% | 9.18% | 6.94% |
Frequently Asked Questions
MAXI and RLTY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAXI has higher volatility (12.91%) compared to RLTY (3.99%). In terms of maximum drawdown, MAXI dropped -68.91% vs RLTY's -35.44%.
RLTY currently has the higher Sharpe Ratio (0.90 vs -0.90), 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.
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