AVRY vs OBND

Comparison between AVORY FOUNDATIONAL ETF (AVRY, ETF) and STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF).

AVRY vs OBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVRY(ETF)	OBND(ETF)
Net Assets	$58M	$58M
Expense Ratio	0.89%	0.55%
Max Drawdown	21.58%	18.73%
Sharpe Ratio	-0.64	0.01
5Y Beta	1.17	0.11
P/E Ratio	111.38	N/A
Forward P/E	21.84	N/A
Debt to Equity	29.38%	N/A
P/S Ratio	2.78	N/A
P/B Ratio	3.71	N/A

Net Assets

Winner

AVRY

$58M

OBND

$58M

Expense Ratio

AVRY

0.89%

Winner

OBND

0.55%

Max Drawdown

AVRY

21.58%

Winner

OBND

18.73%

Sharpe Ratio

AVRY

-0.64

Winner

OBND

0.01

5Y Beta

AVRY

1.17

Winner

OBND

0.11

P/E Ratio

AVRY

111.38

OBND

N/A

Forward P/E

AVRY

21.84

OBND

N/A

Debt to Equity

AVRY

29.38%

OBND

N/A

P/S Ratio

AVRY

2.78

OBND

N/A

P/B Ratio

AVRY

3.71

OBND

N/A

AVRY vs OBND - Historical Returns

Returns include dividend reinvestment.

Period	AVRY	OBND
1 month	+2.66%	-0.94%
3 months	+1.64%	-0.52%
6 months	-8.55%	-0.05%
1 year	N/A	+3.80%
5 years(CAGR)	N/A	+2.07%
Max(CAGR)	-16.24%	+2.07%

Winner

AVRY

+2.66%

OBND

-0.94%

Winner

AVRY

+1.64%

OBND

-0.52%

AVRY

-8.55%

Winner

OBND

-0.05%

AVRY

N/A

OBND

+3.80%

5Y(CAGR)

AVRY

N/A

OBND

+2.07%

Max(CAGR)

AVRY

-16.24%

Winner

OBND

+2.07%

AVRY vs OBND - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	AVRY	OBND
2026	-8.45%	+0.43%
2025	N/A	+7.69%
2024	N/A	+5.27%
2023	N/A	+9.21%
2022	N/A	-10.99%
2021	N/A	+0.02%

AVRY vs OBND Drawdown Comparison

The maximum drawdown for AVRY was -21.58%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.

The current AVRY drawdown is -9.83%. The current OBND drawdown is -1.36%.

Rank	AVRY	OBND
#1	-21.58% Jan 26, 2026 - Mar 27, 2026	-15.86% Nov 9, 2021 - Aug 2, 2024
#2	N/A	-3.08% Mar 3, 2025 - May 30, 2025
#3	N/A	-2.88% Feb 26, 2026 - Apr 17, 2026
#4	N/A	-2.17% Dec 6, 2024 - Feb 24, 2025
#5	N/A	-1.75% Sep 24, 2024 - Dec 4, 2024
#6	N/A	-1.36% Jun 29, 2026 - Jul 23, 2026
#7	N/A	-1.18% May 6, 2026 - Jun 16, 2026
#8	N/A	-0.93% Sep 15, 2025 - Oct 21, 2025
#9	N/A	-0.74% Aug 2, 2024 - Aug 14, 2024
#10	N/A	-0.72% Oct 28, 2025 - Nov 26, 2025
#11	N/A	-0.68% Oct 1, 2021 - Nov 5, 2021
#12	N/A	-0.62% Apr 17, 2026 - May 6, 2026
#13	N/A	-0.55% Jul 2, 2025 - Jul 21, 2025
#14	N/A	-0.43% Nov 28, 2025 - Dec 24, 2025
#15	N/A	-0.41% Aug 13, 2025 - Aug 22, 2025