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TMB vs. RDFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TMB vs. RDFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thornburg Multi Sector Bond ETF (TMB) and Rareview Dynamic Fixed Income ETF (RDFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


TMB

1D
0.17%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

RDFI

1D
0.15%
1M
-0.35%
YTD
1.45%
6M
1.59%
1Y
8.42%
3Y*
10.49%
5Y*
2.71%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TMB vs. RDFI - Yearly Performance Comparison


Correlation

The correlation between TMB and RDFI is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 27, 2026

0.89

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Return for Risk

TMB vs. RDFI — Risk / Return Rank

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

TMB

RDFI
RDFI Risk / Return Rank: 3131
Overall Rank
RDFI Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
RDFI Sortino Ratio Rank: 3131
Sortino Ratio Rank
RDFI Omega Ratio Rank: 3737
Omega Ratio Rank
RDFI Calmar Ratio Rank: 2323
Calmar Ratio Rank
RDFI Martin Ratio Rank: 2929
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.

TMB vs. RDFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thornburg Multi Sector Bond ETF (TMB) and Rareview Dynamic Fixed Income ETF (RDFI). 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.

TMB vs. RDFI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TMBRDFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

5.77

0.76

+5.01

Drawdowns

TMB vs. RDFI - Drawdown Comparison

The maximum TMB drawdown since its inception was -0.24%, smaller than the maximum RDFI drawdown of -23.71%. Use the drawdown chart below to compare losses from any high point for TMB and RDFI.


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Drawdown Indicators


TMBRDFIDifference

Max Drawdown

Largest peak-to-trough decline

-0.24%

-23.71%

+23.47%

Max Drawdown (1Y)

Largest decline over 1 year

-8.01%

Max Drawdown (3Y)

Largest decline over 3 years

-10.41%

Max Drawdown (5Y)

Largest decline over 5 years

-23.71%

Current Drawdown

Current decline from peak

-0.06%

-3.08%

+3.02%

Average Drawdown

Average peak-to-trough decline

-0.06%

-7.20%

+7.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

Volatility

TMB vs. RDFI - Volatility Comparison


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Volatility by Period


TMBRDFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.33%

Volatility (6M)

Calculated over the trailing 6-month period

6.24%

Volatility (1Y)

Calculated over the trailing 1-year period

2.46%

7.05%

-4.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.46%

8.15%

-5.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.46%

7.95%

-5.49%

TMB vs. RDFI - Expense Ratio Comparison

TMB has a 0.55% expense ratio, which is lower than RDFI's 3.69% expense ratio.


Dividends

TMB vs. RDFI - Dividend Comparison

TMB's dividend yield for the trailing twelve months is around 0.36%, less than RDFI's 8.32% yield.


PositionTTM202520242023202220212020
RDFI
Rareview Dynamic Fixed Income ETF
8.32%8.17%8.14%7.38%4.70%6.78%1.01%
TMB
Thornburg Multi Sector Bond ETF
0.36%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


TMB and RDFI have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TMB is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TMB is cheaper with a 0.55% expense ratio, compared with 3.69% for RDFI.

RDFI has the higher dividend yield at 8.32%, compared with 0.36% for TMB.

They also come from different issuers: Thornburg and Rareview Funds. Their fees differ too: 0.55% for TMB and 3.69% for RDFI.

Portfolio Optimizer

Find the right allocation for TMB and RDFI

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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