RFL vs. PLW

Last updated Apr 1, 2026

Compare and contrast key facts about Rafael Holdings, Inc. (RFL) and Invesco 1-30 Laddered Treasury ETF (PLW).

PLW is a passively managed fund by Invesco that tracks the performance of the Ryan/NASDAQ 1-30 Year Treasury Laddered Index. It was launched on Oct 11, 2007.

Performance

RFL vs. PLW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rafael Holdings, Inc. (RFL) and Invesco 1-30 Laddered Treasury ETF (PLW). The values are adjusted to include any dividend payments, if applicable.

RFL vs. PLW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
RFL Rafael Holdings, Inc.	5.93%	-27.48%	-9.84%	-2.14%	-63.33%	-78.13%	30.72%	124.97%	-38.00%
PLW Invesco 1-30 Laddered Treasury ETF	-0.06%	5.84%	-2.95%	3.31%	-19.98%	-3.76%	12.55%	10.00%	3.25%

Returns By Period

In the year-to-date period, RFL achieves a 5.93% return, which is significantly higher than PLW's -0.06% return.

RFL

• 1D: 2.46%
• 1M: -1.57%
• YTD: 5.93%
• 6M: -8.09%
• 1Y: -32.22%
• 3Y*: -6.49%
• 5Y*: -50.02%
• 10Y*: —

PLW

• 1D: 0.15%
• 1M: -3.00%
• YTD: -0.06%
• 6M: 0.13%
• 1Y: 1.84%
• 3Y*: 0.38%
• 5Y*: -2.40%
• 10Y*: 0.10%

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

Return for Risk

RFL vs. PLW — Risk / Return Rank

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

RFL

RFL Risk / Return Rank: 26
RFL Sharpe Ratio Rank: 24
RFL Sortino Ratio Rank: 28
RFL Omega Ratio Rank: 28
RFL Calmar Ratio Rank: 23
RFL Martin Ratio Rank: 29

PLW

PLW Risk / Return Rank: 18
PLW Sharpe Ratio Rank: 18
PLW Sortino Ratio Rank: 17
PLW Omega Ratio Rank: 16
PLW Calmar Ratio Rank: 21
PLW Martin Ratio Rank: 18

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.

RFL vs. PLW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rafael Holdings, Inc. (RFL) and Invesco 1-30 Laddered Treasury ETF (PLW). 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.

	RFL	PLW	Difference
Sharpe ratio Return per unit of total volatility	-0.39	0.25	-0.64
Sortino ratio Return per unit of downside risk	-0.08	0.39	-0.47
Omega ratio Gain probability vs. loss probability	0.99	1.05	-0.06
Calmar ratio Return relative to maximum drawdown	-0.56	0.42	-0.98
Martin ratio Return relative to average drawdown	-0.73	0.97	-1.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RFL vs. PLW - Sharpe Ratio Comparison

The current RFL Sharpe Ratio is -0.39, which is lower than the PLW Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of RFL and PLW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RFL	PLW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.39	0.25	-0.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.70	-0.24	-0.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.33	0.32	-0.65

Correlation

The correlation between RFL and PLW is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

RFL vs. PLW - Dividend Comparison

RFL has not paid dividends to shareholders, while PLW's dividend yield for the trailing twelve months is around 3.81%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RFL Rafael Holdings, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PLW Invesco 1-30 Laddered Treasury ETF	3.81%	3.75%	3.56%	2.87%	1.97%	1.15%	1.00%	1.96%	2.14%	2.02%	2.00%	2.14%

Drawdowns

RFL vs. PLW - Drawdown Comparison

The maximum RFL drawdown since its inception was -98.15%, which is greater than PLW's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for RFL and PLW.

Drawdown Indicators

	RFL	PLW	Difference
Max Drawdown Largest peak-to-trough decline	-98.15%	-32.70%	-65.45%
Max Drawdown (1Y) Largest decline over 1 year	-59.30%	-5.83%	-53.47%
Max Drawdown (5Y) Largest decline over 5 years	-98.15%	-28.30%	-69.85%
Max Drawdown (10Y) Largest decline over 10 years	—	-32.70%	—
Current Drawdown Current decline from peak	-98.01%	-22.00%	-76.01%
Average Drawdown Average peak-to-trough decline	-66.60%	-9.53%	-57.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	45.73%	2.51%	+43.22%

Volatility

RFL vs. PLW - Volatility Comparison

Rafael Holdings, Inc. (RFL) has a higher volatility of 15.83% compared to Invesco 1-30 Laddered Treasury ETF (PLW) at 2.69%. This indicates that RFL's price experiences larger fluctuations and is considered to be riskier than PLW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RFL	PLW	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.83%	2.69%	+13.14%
Volatility (6M) Calculated over the trailing 6-month period	38.38%	4.43%	+33.95%
Volatility (1Y) Calculated over the trailing 1-year period	83.11%	7.53%	+75.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	72.07%	9.85%	+62.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	76.95%	9.11%	+67.84%