MOOD vs. TACK
Compare and contrast key facts about Relative Sentiment Tactical Allocation ETF (MOOD) and Fairlead Tactical Sector Fund (TACK).
MOOD and TACK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOOD is an actively managed fund by Relative Sentiment. It was launched on May 18, 2022. TACK is an actively managed fund by Fairlead. It was launched on Mar 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOOD or TACK.
Key characteristics
| MOOD | TACK | |
|---|---|---|
| YTD Return | 16.36% | 16.97% |
| 1Y Return | 23.55% | 25.69% |
| Sharpe Ratio | 2.96 | 2.58 |
| Sortino Ratio | 4.14 | 3.60 |
| Omega Ratio | 1.58 | 1.46 |
| Calmar Ratio | 4.41 | 3.04 |
| Martin Ratio | 20.85 | 14.73 |
| Ulcer Index | 1.18% | 1.78% |
| Daily Std Dev | 8.26% | 10.15% |
| Max Drawdown | -14.34% | -13.43% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between MOOD and TACK is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MOOD vs. TACK - Performance Comparison
The year-to-date returns for both investments are quite close, with MOOD having a 16.36% return and TACK slightly higher at 16.97%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MOOD vs. TACK - Expense Ratio Comparison
MOOD has a 0.68% expense ratio, which is lower than TACK's 0.76% expense ratio.
Risk-Adjusted Performance
MOOD vs. TACK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Relative Sentiment Tactical Allocation ETF (MOOD) and Fairlead Tactical Sector Fund (TACK). 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.
Dividends
MOOD vs. TACK - Dividend Comparison
MOOD's dividend yield for the trailing twelve months is around 1.15%, less than TACK's 1.17% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
MOOD Relative Sentiment Tactical Allocation ETF | 1.15% | 1.34% | 1.43% |
TACK Fairlead Tactical Sector Fund | 1.17% | 1.30% | 0.90% |
Drawdowns
MOOD vs. TACK - Drawdown Comparison
The maximum MOOD drawdown since its inception was -14.34%, which is greater than TACK's maximum drawdown of -13.43%. Use the drawdown chart below to compare losses from any high point for MOOD and TACK. For additional features, visit the drawdowns tool.
Volatility
MOOD vs. TACK - Volatility Comparison
The current volatility for Relative Sentiment Tactical Allocation ETF (MOOD) is 1.88%, while Fairlead Tactical Sector Fund (TACK) has a volatility of 2.85%. This indicates that MOOD experiences smaller price fluctuations and is considered to be less risky than TACK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.