RFXIX vs. BIBL

In the year-to-date period, RFXIX achieves a 1.40% return, which is significantly lower than BIBL's 2.45% return.

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RFXIX has a 1.76% expense ratio, which is higher than BIBL's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rational Special Situations Income Fund (RFXIX) and Inspire 100 ETF (BIBL). 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 RFXIX Sharpe Ratio is 3.90, which is higher than the BIBL Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of RFXIX and BIBL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RFXIX's dividend yield for the trailing twelve months is around 6.46%, while BIBL has not paid dividends to shareholders.

The maximum RFXIX drawdown since its inception was -12.91%, smaller than the maximum BIBL drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for RFXIX and BIBL. For additional features, visit the drawdowns tool.

The current volatility for Rational Special Situations Income Fund (RFXIX) is 0.57%, while Inspire 100 ETF (BIBL) has a volatility of 5.83%. This indicates that RFXIX experiences smaller price fluctuations and is considered to be less risky than BIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.