SATA vs. FTGC

Last updated Jun 5, 2026

SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is a stock, while FTGC (First Trust Global Tactical Commodity Strategy Fund) is Commodities fund actively managed by First Trust. At a correlation of -0.05, they often move in opposite directions.

Performance

SATA vs. FTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and First Trust Global Tactical Commodity Strategy Fund (FTGC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SATA achieves a 7.12% return, which is significantly lower than FTGC's 26.15% return.

SATA

• 1D: -0.42%
• 1M: -2.04%
• YTD: 7.12%
• 6M: 12.39%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FTGC

• 1D: -0.79%
• 1M: -3.25%
• YTD: 26.15%
• 6M: 24.84%
• 1Y: 40.32%
• 3Y*: 17.80%
• 5Y*: 12.90%
• 10Y*: 7.63%

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

SATA vs. FTGC - Yearly Performance Comparison

	2026 (YTD)	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.12%	5.59%
FTGC First Trust Global Tactical Commodity Strategy Fund	26.15%	-0.53%

Correlation

The correlation between SATA and FTGC is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 11, 2025	-0.05

Return for Risk

SATA vs. FTGC — Risk / Return Rank

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

FTGC

FTGC Risk / Return Rank: 81
FTGC Sharpe Ratio Rank: 81
FTGC Sortino Ratio Rank: 76
FTGC Omega Ratio Rank: 77
FTGC Calmar Ratio Rank: 88
FTGC Martin Ratio Rank: 84

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.

SATA vs. FTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and First Trust Global Tactical Commodity Strategy Fund (FTGC). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SATA	FTGC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.59	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.81	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.02	0.23	+0.78

Drawdowns

SATA vs. FTGC - Drawdown Comparison

The maximum SATA drawdown since its inception was -17.06%, smaller than the maximum FTGC drawdown of -59.47%. Use the drawdown chart below to compare losses from any high point for SATA and FTGC.

Drawdown Indicators

	SATA	FTGC	Difference
Max Drawdown Largest peak-to-trough decline	-17.06%	-59.47%	+42.41%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.91%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-10.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.64%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.91%	—
Current Drawdown Current decline from peak	-3.07%	-5.40%	+2.33%
Average Drawdown Average peak-to-trough decline	-2.47%	-27.42%	+24.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.41%	—

Volatility

Volatility by Period

	SATA	FTGC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.55%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.32%	15.62%	+8.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.32%	15.98%	+8.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.32%	14.71%	+9.61%

Dividends

SATA vs. FTGC - Dividend Comparison

SATA's dividend yield for the trailing twelve months is around 7.72%, less than FTGC's 15.20% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FTGC First Trust Global Tactical Commodity Strategy Fund	15.20%	17.74%	3.05%	3.34%	10.35%	7.21%	0.00%	0.81%	0.80%	1.21%
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.72%	2.27%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SATA and FTGC in my portfolio?

SATA and FTGC have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.