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TMFE vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TMFE vs. AAPL

Last updated May 22, 2025

Compare and contrast key facts about The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE) and Apple Inc (AAPL).

TMFE is a passively managed fund by RBB Fund that tracks the performance of the Motley Fool Capital Efficiency 100 Index. It was launched on Dec 30, 2021.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMFE or AAPL.

Correlation

The correlation between TMFE and AAPL is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

TMFE vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

TMFE:

0.79

AAPL:

0.17

Sortino Ratio

TMFE:

1.26

AAPL:

0.54

Omega Ratio

TMFE:

1.17

AAPL:

1.07

Calmar Ratio

TMFE:

0.85

AAPL:

0.21

Martin Ratio

TMFE:

3.16

AAPL:

0.67

Ulcer Index

TMFE:

5.06%

AAPL:

10.37%

Daily Std Dev

TMFE:

19.99%

AAPL:

32.99%

Max Drawdown

TMFE:

-31.07%

AAPL:

-81.80%

Current Drawdown

TMFE:

-4.00%

AAPL:

-21.79%

Returns By Period

In the year-to-date period, TMFE achieves a 3.34% return, which is significantly higher than AAPL's -19.10% return.

TMFE

YTD

3.34%

1M

12.52%

6M

2.26%

1Y

15.67%

3Y*

22.12%

5Y*

N/A

10Y*

N/A

AAPL

YTD

-19.10%

1M

4.76%

6M

-11.54%

1Y

5.56%

3Y*

14.28%

5Y*

21.13%

10Y*

21.14%

*Annualized

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The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF

Apple Inc

Risk-Adjusted Performance

TMFE vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TMFE
The Risk-Adjusted Performance Rank of TMFE is 7474
Overall Rank
The Sharpe Ratio Rank of TMFE is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of TMFE is 7575
Sortino Ratio Rank
The Omega Ratio Rank of TMFE is 7373
Omega Ratio Rank
The Calmar Ratio Rank of TMFE is 7676
Calmar Ratio Rank
The Martin Ratio Rank of TMFE is 7474
Martin Ratio Rank
AAPL
The Risk-Adjusted Performance Rank of AAPL is 5757
Overall Rank
The Sharpe Ratio Rank of AAPL is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5252
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5353
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6161
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TMFE vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE) and Apple Inc (AAPL). 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.

The current TMFE Sharpe Ratio is 0.79, which is higher than the AAPL Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of TMFE and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

TMFE vs. AAPL - Dividend Comparison

TMFE's dividend yield for the trailing twelve months is around 0.43%, less than AAPL's 0.50% yield.

TTM20242023202220212020201920182017201620152014
TMFE
The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF		0.43%0.44%0.45%0.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc		0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

TMFE vs. AAPL - Drawdown Comparison

The maximum TMFE drawdown since its inception was -31.07%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for TMFE and AAPL. For additional features, visit the drawdowns tool.

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Volatility

TMFE vs. AAPL - Volatility Comparison

The current volatility for The RBB Fund, Inc. - Motley Fool High Capital Efficiency Index ETF (TMFE) is 4.61%, while Apple Inc (AAPL) has a volatility of 9.36%. This indicates that TMFE experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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