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TDSA vs. RHRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TDSA vs. RHRX - Performance Comparison

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

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Returns By Period


TDSA

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

RHRX

1D
-0.34%
1M
6.95%
YTD
21.30%
6M
21.26%
1Y
40.94%
3Y*
22.87%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDSA vs. RHRX - Yearly Performance Comparison


TDSA vs. RHRX - Sectors Allocation Comparison


Sectors
TDSA
RHRX

Real Estate

35.5%
0.6%

Technology

24.3%
39.3%

Consumer Cyclical

8.6%
6.7%

Industrials

6.7%
17.4%

Healthcare

6.7%
3.3%

Communication Services

6.5%
6.3%

Financial Services

4.7%
4.9%

Consumer Defensive

3.1%
1.5%

Energy

1.6%
0.9%

Basic Materials

1.2%
15.8%

Utilities

1.0%
3.3%

Real Estate

TDSA
35.5%
RHRX
0.6%

Technology

TDSA
24.3%
RHRX
39.3%

Consumer Cyclical

TDSA
8.6%
RHRX
6.7%

Industrials

TDSA
6.7%
RHRX
17.4%

Healthcare

TDSA
6.7%
RHRX
3.3%

Communication Services

TDSA
6.5%
RHRX
6.3%

Financial Services

TDSA
4.7%
RHRX
4.9%

Consumer Defensive

TDSA
3.1%
RHRX
1.5%

Energy

TDSA
1.6%
RHRX
0.9%

Basic Materials

TDSA
1.2%
RHRX
15.8%

Utilities

TDSA
1.0%
RHRX
3.3%

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Return for Risk

TDSA vs. RHRX — Risk / Return Rank

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

TDSA

RHRX
RHRX Risk / Return Rank: 9090
Overall Rank
RHRX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
RHRX Sortino Ratio Rank: 9090
Sortino Ratio Rank
RHRX Omega Ratio Rank: 8787
Omega Ratio Rank
RHRX Calmar Ratio Rank: 9191
Calmar Ratio Rank
RHRX Martin Ratio Rank: 9292
Martin Ratio Rank
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.

TDSA vs. RHRX - Risk-Adjusted Trends Comparison

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

TDSA vs. RHRX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TDSARHRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

Drawdowns

TDSA vs. RHRX - Drawdown Comparison

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


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Drawdown Indicators


TDSARHRXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-25.33%

+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%

-0.34%

+0.34%

Average Drawdown

Average peak-to-trough decline

0.00%

-8.95%

+8.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

Volatility

TDSA vs. RHRX - Volatility Comparison


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Volatility by Period


TDSARHRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

Volatility (6M)

Calculated over the trailing 6-month period

9.73%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

13.19%

-13.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

19.03%

-19.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

19.03%

-19.03%

TDSA vs. RHRX - Expense Ratio Comparison

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


Dividends

TDSA vs. RHRX - Dividend Comparison

Neither TDSA nor RHRX 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.

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

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

Portfolio Optimizer

Find the right allocation for TDSA and RHRX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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