SBRA vs. MAXI
SBRA (Sabra Health Care REIT, Inc.) is a stock, while MAXI (Simplify Bitcoin Strategy PLUS Income ETF) is Cryptocurrency fund actively managed by Simplify. Over the past 3 years, SBRA returned 23.82%/yr vs 10.98%/yr for MAXI. At a 0.08 correlation, their price movements are largely independent.
Performance
SBRA vs. MAXI - Performance Comparison
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Returns By Period
In the year-to-date period, SBRA achieves a -1.50% return, which is significantly higher than MAXI's -35.86% return.
SBRA
- 1D
- 0.39%
- 1M
- -12.55%
- YTD
- -1.50%
- 6M
- -0.18%
- 1Y
- 5.62%
- 3Y*
- 23.82%
- 5Y*
- 9.18%
- 10Y*
- 6.89%
MAXI
- 1D
- -1.94%
- 1M
- -19.20%
- YTD
- -35.86%
- 6M
- -37.09%
- 1Y
- -57.63%
- 3Y*
- 10.98%
- 5Y*
- —
- 10Y*
- —
SBRA vs. MAXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SBRA Sabra Health Care REIT, Inc. | -1.50% | 17.02% | 31.23% | 26.26% | -0.18% |
MAXI Simplify Bitcoin Strategy PLUS Income ETF | -35.86% | -28.59% | 92.92% | 144.12% | -13.34% |
Correlation
The correlation between SBRA and MAXI is -0.01, 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 (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.08 |
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Return for Risk
SBRA vs. MAXI — Risk / Return Rank
SBRA
MAXI
SBRA vs. MAXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sabra Health Care REIT, Inc. (SBRA) and Simplify Bitcoin Strategy PLUS Income ETF (MAXI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBRA | MAXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 0.85 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | -0.85 | +1.19 |
| Martin ratioReturn relative to average drawdown | 1.10 | -1.30 | +2.39 |
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Drawdowns
SBRA vs. MAXI - Drawdown Comparison
The maximum SBRA drawdown since its inception was -99.49%, which is greater than MAXI's maximum drawdown of -68.91%. Use the drawdown chart below to compare losses from any high point for SBRA and MAXI.
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Drawdown Indicators
| SBRA | MAXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.49% | -68.91% | -30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.10% | -68.91% | +52.81% |
Max Drawdown (3Y)Largest decline over 3 years | -16.78% | -68.91% | +52.13% |
Max Drawdown (5Y)Largest decline over 5 years | -36.79% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -74.93% | — | — |
Current DrawdownCurrent decline from peak | -13.96% | -67.49% | +53.53% |
Average DrawdownAverage peak-to-trough decline | -37.68% | -19.30% | -18.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 44.94% | -39.97% |
Volatility
SBRA vs. MAXI - Volatility Comparison
The current volatility for Sabra Health Care REIT, Inc. (SBRA) is 9.65%, while Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a volatility of 12.91%. This indicates that SBRA experiences smaller price fluctuations and is considered to be less risky than MAXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBRA | MAXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 12.91% | -3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 44.45% | -28.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.95% | 65.18% | -44.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.99% | 63.64% | -36.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.46% | 63.64% | -27.18% |
Dividends
SBRA vs. MAXI - Dividend Comparison
SBRA's dividend yield for the trailing twelve months is around 6.62%, less than MAXI's 68.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAXI Simplify Bitcoin Strategy PLUS Income ETF | 68.81% | 49.00% | 32.06% | 29.63% | 4.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SBRA Sabra Health Care REIT, Inc. | 6.62% | 6.34% | 6.93% | 8.41% | 9.65% | 8.86% | 7.77% | 8.43% | 10.92% | 9.22% | 6.84% | 7.91% |
Frequently Asked Questions
SBRA and MAXI have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAXI has higher volatility (12.91%) compared to SBRA (9.65%). In terms of maximum drawdown, SBRA dropped -99.49% vs MAXI's -68.91%.
SBRA currently has the higher Sharpe Ratio (0.26 vs -0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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