RFIL vs. FTEC

Last updated Jun 4, 2026

RFIL (RF Industries, Ltd.) is a stock, while FTEC (Fidelity MSCI Information Technology Index ETF) is Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. Over the past 10 years, RFIL returned 23.65%/yr vs 25.57%/yr for FTEC. At a 0.19 correlation, their price movements are largely independent.

Performance

RFIL vs. FTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RF Industries, Ltd. (RFIL) and Fidelity MSCI Information Technology Index ETF (FTEC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RFIL achieves a 215.74% return, which is significantly higher than FTEC's 31.89% return. Over the past 10 years, RFIL has underperformed FTEC with an annualized return of 23.65%, while FTEC has yielded a comparatively higher 25.57% annualized return.

RFIL

• 1D: -2.82%
• 1M: 30.92%
• YTD: 215.74%
• 6M: 202.15%
• 1Y: 349.51%
• 3Y*: 59.59%
• 5Y*: 18.05%
• 10Y*: 23.65%

FTEC

• 1D: -1.49%
• 1M: 18.21%
• YTD: 31.89%
• 6M: 30.74%
• 1Y: 60.87%
• 3Y*: 33.93%
• 5Y*: 22.49%
• 10Y*: 25.57%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RFIL vs. FTEC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RFIL RF Industries, Ltd.	215.74%	47.83%	28.62%	-40.86%	-35.75%	62.93%	-27.00%	-5.84%	172.35%	60.88%
FTEC Fidelity MSCI Information Technology Index ETF	31.89%	22.11%	29.40%	53.30%	-29.59%	30.49%	45.83%	48.93%	-0.39%	36.83%

Correlation

The correlation between RFIL and FTEC is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.20
Correlation (5Y) Calculated over the trailing 5-year period	0.21
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since Oct 25, 2013	0.19

Over the past year, RFIL and FTEC have become more correlated (0.40) than their long-term average of 0.19, meaning their price movements have been converging.

Return for Risk

RFIL vs. FTEC — Risk / Return Rank

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

RFIL

RFIL Risk / Return Rank: 94
RFIL Sharpe Ratio Rank: 97
RFIL Sortino Ratio Rank: 93
RFIL Omega Ratio Rank: 91
RFIL Calmar Ratio Rank: 97
RFIL Martin Ratio Rank: 95

FTEC

FTEC Risk / Return Rank: 77
FTEC Sharpe Ratio Rank: 87
FTEC Sortino Ratio Rank: 80
FTEC Omega Ratio Rank: 78
FTEC Calmar Ratio Rank: 73
FTEC Martin Ratio Rank: 65

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.

RFIL vs. FTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RF Industries, Ltd. (RFIL) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.

	RFIL	FTEC	Difference
Sharpe ratio: Return per unit of total volatility	3.96	2.97	+0.98
Sortino ratio: Return per unit of downside risk	3.67	3.65	+0.01
Omega ratio: Gain probability vs. loss probability	1.45	1.48	-0.03
Calmar ratio: Return relative to maximum drawdown	8.94	3.76	+5.18
Martin ratio: Return relative to average drawdown	19.19	12.10	+7.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RFIL vs. FTEC - Sharpe Ratio Comparison

The current RFIL Sharpe Ratio is 3.96, which is higher than the FTEC Sharpe Ratio of 2.97. The chart below compares the historical Sharpe Ratios of RFIL and FTEC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RFIL	FTEC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.96	2.97	+0.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.33	0.90	-0.57
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.41	1.04	-0.63
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	0.99	-0.85

Drawdowns

RFIL vs. FTEC - Drawdown Comparison

The maximum RFIL drawdown since its inception was -90.16%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for RFIL and FTEC.

Drawdown Indicators

	RFIL	FTEC	Difference
Max Drawdown Largest peak-to-trough decline	-90.16%	-34.95%	-55.21%
Max Drawdown (1Y) Largest decline over 1 year	-39.38%	-16.26%	-23.12%
Max Drawdown (3Y) Largest decline over 3 years	-47.53%	-27.30%	-20.23%
Max Drawdown (5Y) Largest decline over 5 years	-73.42%	-34.95%	-38.47%
Max Drawdown (10Y) Largest decline over 10 years	-78.64%	-34.95%	-43.69%
Current Drawdown Current decline from peak	-5.83%	-1.49%	-4.34%
Average Drawdown Average peak-to-trough decline	-57.40%	-5.56%	-51.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.32%	5.05%	+13.27%

Volatility

RFIL vs. FTEC - Volatility Comparison

RF Industries, Ltd. (RFIL) has a higher volatility of 20.34% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 6.43%. This indicates that RFIL's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RFIL	FTEC	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.34%	6.43%	+13.91%
Volatility (6M) Calculated over the trailing 6-month period	67.46%	16.14%	+51.32%
Volatility (1Y) Calculated over the trailing 1-year period	89.11%	20.63%	+68.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	55.67%	25.23%	+30.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	58.05%	24.69%	+33.36%

Dividends

RFIL vs. FTEC - Dividend Comparison

RFIL has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.32%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTEC Fidelity MSCI Information Technology Index ETF	0.32%	0.43%	0.49%	0.77%	0.93%	0.63%	0.83%	1.03%	1.20%	0.96%	1.25%	1.27%
RFIL RF Industries, Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.41%	1.18%	1.10%	2.96%	4.57%	6.36%

Frequently Asked Questions

Can I hold both RFIL and FTEC in my portfolio?

RFIL and FTEC have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RFIL or FTEC?

RFIL has higher volatility (20.34%) compared to FTEC (6.43%). In terms of maximum drawdown, RFIL dropped -90.16% vs FTEC's -34.95%.

Which has better risk-adjusted returns?

RFIL currently has the higher Sharpe Ratio (3.96 vs 2.97), 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.