RSSB vs. MAFIX
Compare and contrast key facts about Return Stacked Global Stocks & Bonds ETF (RSSB) and Abbey Capital Multi Asset Fund Class I (MAFIX).
RSSB is an actively managed fund by Return Stacked. It was launched on Dec 4, 2023. MAFIX is managed by Abbey Capital. It was launched on Apr 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSSB or MAFIX.
Key characteristics
| RSSB | MAFIX | |
|---|---|---|
| YTD Return | 15.34% | 8.39% |
| Daily Std Dev | 14.08% | 13.55% |
| Max Drawdown | -7.78% | -13.28% |
| Current Drawdown | -2.00% | -5.96% |
Correlation
The correlation between RSSB and MAFIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RSSB vs. MAFIX - Performance Comparison
In the year-to-date period, RSSB achieves a 15.34% return, which is significantly higher than MAFIX's 8.39% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RSSB vs. MAFIX - Expense Ratio Comparison
RSSB has a 0.41% expense ratio, which is lower than MAFIX's 1.79% expense ratio.
Risk-Adjusted Performance
RSSB vs. MAFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and Abbey Capital Multi Asset Fund Class I (MAFIX). 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.
Not enough dataDividends
RSSB vs. MAFIX - Dividend Comparison
RSSB's dividend yield for the trailing twelve months is around 0.53%, less than MAFIX's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
RSSB Return Stacked Global Stocks & Bonds ETF | 0.53% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MAFIX Abbey Capital Multi Asset Fund Class I | 0.91% | 0.99% | 3.84% | 3.04% | 1.64% | 10.10% | 9.36% |
Drawdowns
RSSB vs. MAFIX - Drawdown Comparison
The maximum RSSB drawdown since its inception was -7.78%, smaller than the maximum MAFIX drawdown of -13.28%. Use the drawdown chart below to compare losses from any high point for RSSB and MAFIX. For additional features, visit the drawdowns tool.
Volatility
RSSB vs. MAFIX - Volatility Comparison
The current volatility for Return Stacked Global Stocks & Bonds ETF (RSSB) is 3.74%, while Abbey Capital Multi Asset Fund Class I (MAFIX) has a volatility of 4.15%. This indicates that RSSB experiences smaller price fluctuations and is considered to be less risky than MAFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.