MTBA vs. AHTPX

In the year-to-date period, MTBA achieves a 2.08% return, which is significantly higher than AHTPX's -5.42% return.

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MTBA has a 0.15% expense ratio, which is lower than AHTPX's 1.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Simplify MBS ETF (MTBA) and American Beacon AHL TargetRisk Fund (AHTPX). 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.

The current MTBA Sharpe Ratio is 1.08, which is higher than the AHTPX Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of MTBA and AHTPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MTBA's dividend yield for the trailing twelve months is around 6.03%, more than AHTPX's 5.08% yield.

The maximum MTBA drawdown since its inception was -3.48%, smaller than the maximum AHTPX drawdown of -27.86%. Use the drawdown chart below to compare losses from any high point for MTBA and AHTPX. For additional features, visit the drawdowns tool.

Simplify MBS ETF (MTBA) has a higher volatility of 1.23% compared to American Beacon AHL TargetRisk Fund (AHTPX) at 0.62%. This indicates that MTBA's price experiences larger fluctuations and is considered to be riskier than AHTPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.