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RFDA vs. BND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RFDA vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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RFDA vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RFDA
RiverFront Dynamic US Dividend Advantage ETF
-1.05%16.42%20.12%16.98%-8.58%25.94%11.26%27.15%-9.27%19.86%
BND
Vanguard Total Bond Market ETF
0.05%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Returns By Period

In the year-to-date period, RFDA achieves a -1.05% return, which is significantly lower than BND's 0.05% return.


RFDA

1D
1.86%
1M
-1.50%
YTD
-1.05%
6M
0.65%
1Y
20.44%
3Y*
16.13%
5Y*
11.66%
10Y*

BND

1D
0.22%
1M
-1.74%
YTD
0.05%
6M
0.95%
1Y
4.24%
3Y*
3.59%
5Y*
0.24%
10Y*
1.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RFDA vs. BND - Expense Ratio Comparison

RFDA has a 0.52% expense ratio, which is higher than BND's 0.03% expense ratio.


Return for Risk

RFDA vs. BND — Risk / Return Rank

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

RFDA
RFDA Risk / Return Rank: 7070
Overall Rank
RFDA Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 6767
Sortino Ratio Rank
RFDA Omega Ratio Rank: 7272
Omega Ratio Rank
RFDA Calmar Ratio Rank: 6565
Calmar Ratio Rank
RFDA Martin Ratio Rank: 7979
Martin Ratio Rank

BND
BND Risk / Return Rank: 5959
Overall Rank
BND Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BND Sortino Ratio Rank: 5858
Sortino Ratio Rank
BND Omega Ratio Rank: 4949
Omega Ratio Rank
BND Calmar Ratio Rank: 7474
Calmar Ratio Rank
BND Martin Ratio Rank: 5656
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.

RFDA vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Vanguard Total Bond Market ETF (BND). 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.


RFDABNDDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.99

+0.17

Sortino ratio

Return per unit of downside risk

1.70

1.41

+0.30

Omega ratio

Gain probability vs. loss probability

1.27

1.18

+0.09

Calmar ratio

Return relative to maximum drawdown

1.66

1.81

-0.15

Martin ratio

Return relative to average drawdown

8.46

4.98

+3.49

RFDA vs. BND - Sharpe Ratio Comparison

The current RFDA Sharpe Ratio is 1.16, which is comparable to the BND Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of RFDA and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RFDABNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

0.99

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.04

+0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.59

+0.14

Correlation

The correlation between RFDA and BND is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RFDA vs. BND - Dividend Comparison

RFDA's dividend yield for the trailing twelve months is around 1.99%, less than BND's 3.91% yield.


TTM20252024202320222021202020192018201720162015
RFDA
RiverFront Dynamic US Dividend Advantage ETF
1.99%1.89%2.23%2.68%3.57%1.44%1.62%1.87%2.44%1.90%0.98%0.00%
BND
Vanguard Total Bond Market ETF
3.91%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%

Drawdowns

RFDA vs. BND - Drawdown Comparison

The maximum RFDA drawdown since its inception was -34.60%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for RFDA and BND.


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Drawdown Indicators


RFDABNDDifference

Max Drawdown

Largest peak-to-trough decline

-34.60%

-18.58%

-16.02%

Max Drawdown (1Y)

Largest decline over 1 year

-12.73%

-2.44%

-10.29%

Max Drawdown (5Y)

Largest decline over 5 years

-19.35%

-17.91%

-1.44%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-3.62%

-2.58%

-1.04%

Average Drawdown

Average peak-to-trough decline

-3.80%

-3.07%

-0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

0.89%

+1.60%

Volatility

RFDA vs. BND - Volatility Comparison

RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 4.32% compared to Vanguard Total Bond Market ETF (BND) at 1.63%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RFDABNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.32%

1.63%

+2.69%

Volatility (6M)

Calculated over the trailing 6-month period

8.90%

2.52%

+6.38%

Volatility (1Y)

Calculated over the trailing 1-year period

17.70%

4.30%

+13.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.73%

6.00%

+9.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.93%

5.52%

+11.41%