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RHRX vs. TDSA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RHRX vs. TDSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RH Tactical Rotation ETF (RHRX) and Cabana Target Drawdown 5 ETF (TDSA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


RHRX

1D
1.22%
1M
6.21%
YTD
21.71%
6M
22.05%
1Y
42.26%
3Y*
23.01%
5Y*
10Y*

TDSA

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RHRX vs. TDSA - Yearly Performance Comparison


RHRX vs. TDSA - Sectors Allocation Comparison


Sectors
RHRX
TDSA

Technology

39.3%
24.3%

Industrials

17.4%
6.7%

Basic Materials

15.8%
1.2%

Consumer Cyclical

6.7%
8.6%

Communication Services

6.3%
6.5%

Financial Services

4.9%
4.7%

Healthcare

3.3%
6.7%

Utilities

3.3%
1.0%

Consumer Defensive

1.5%
3.1%

Energy

0.9%
1.6%

Real Estate

0.6%
35.5%

Technology

RHRX
39.3%
TDSA
24.3%

Industrials

RHRX
17.4%
TDSA
6.7%

Basic Materials

RHRX
15.8%
TDSA
1.2%

Consumer Cyclical

RHRX
6.7%
TDSA
8.6%

Communication Services

RHRX
6.3%
TDSA
6.5%

Financial Services

RHRX
4.9%
TDSA
4.7%

Healthcare

RHRX
3.3%
TDSA
6.7%

Utilities

RHRX
3.3%
TDSA
1.0%

Consumer Defensive

RHRX
1.5%
TDSA
3.1%

Energy

RHRX
0.9%
TDSA
1.6%

Real Estate

RHRX
0.6%
TDSA
35.5%

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Return for Risk

RHRX vs. TDSA — Risk / Return Rank

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

RHRX
RHRX Risk / Return Rank: 9191
Overall Rank
RHRX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
RHRX Sortino Ratio Rank: 9191
Sortino Ratio Rank
RHRX Omega Ratio Rank: 8888
Omega Ratio Rank
RHRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
RHRX Martin Ratio Rank: 9393
Martin Ratio Rank

TDSA
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.

RHRX vs. TDSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RH Tactical Rotation ETF (RHRX) and Cabana Target Drawdown 5 ETF (TDSA). 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.


RHRXTDSADifference

Sharpe ratio

Return per unit of total volatility

3.22

Sortino ratio

Return per unit of downside risk

4.33

Omega ratio

Gain probability vs. loss probability

1.56

Calmar ratio

Return relative to maximum drawdown

6.28

Martin ratio

Return relative to average drawdown

24.67

RHRX vs. TDSA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RHRXTDSADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

Drawdowns

RHRX vs. TDSA - Drawdown Comparison

The maximum RHRX drawdown since its inception was -25.33%, which is greater than TDSA's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for RHRX and TDSA.


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Drawdown Indicators


RHRXTDSADifference

Max Drawdown

Largest peak-to-trough decline

-25.33%

0.00%

-25.33%

Max Drawdown (1Y)

Largest decline over 1 year

-6.83%

Max Drawdown (3Y)

Largest decline over 3 years

-21.90%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-8.96%

0.00%

-8.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

Volatility

RHRX vs. TDSA - Volatility Comparison


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Volatility by Period


RHRXTDSADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.51%

Volatility (6M)

Calculated over the trailing 6-month period

9.72%

Volatility (1Y)

Calculated over the trailing 1-year period

13.18%

0.00%

+13.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.04%

0.00%

+19.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

0.00%

+19.04%

RHRX vs. TDSA - Expense Ratio Comparison

RHRX has a 1.36% expense ratio, which is higher than TDSA's 0.83% expense ratio.


Dividends

RHRX vs. TDSA - Dividend Comparison

Neither RHRX nor TDSA has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, TDSA is cheaper at 0.83% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TDSA is cheaper with a 0.83% expense ratio, compared with 1.36% for RHRX.

RHRX and TDSA have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Adaptive and Cabana. Their fees differ too: 1.36% for RHRX and 0.83% for TDSA.

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