FNGD vs RFIX
Comparison between Bank of Montreal (FNGD, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).
FNGD vs RFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNGD
$56M
Winner
RFIX
$56M
Expense Ratio
FNGD
N/A
RFIX
0.50%
Max Drawdown
FNGD
100.00%
Winner
RFIX
41.30%
Sharpe Ratio
FNGD
-0.73
Winner
RFIX
-0.44
5Y Beta
FNGD
0.00
Winner
RFIX
-0.05
P/E Ratio
FNGD
31.16
RFIX
N/A
Forward P/E
FNGD
17.98
RFIX
N/A
PEG Ratio
FNGD
0.19
RFIX
N/A
5Y EPS CAGR
FNGD
40.87%
RFIX
N/A
Debt to Equity
FNGD
27.76%
RFIX
N/A
P/S Ratio
FNGD
9.41
RFIX
N/A
P/B Ratio
FNGD
10.99
RFIX
N/A
FNGD vs RFIX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FNGD
-5.96%
RFIX
-6.36%
3M
FNGD
-31.96%
Winner
RFIX
-3.71%
6M
FNGD
-44.26%
Winner
RFIX
+1.85%
1Y
FNGD
-46.57%
Winner
RFIX
-14.30%
5Y(CAGR)
FNGD
-63.26%
RFIX
N/A
10Y(CAGR)
FNGD
-70.02%
RFIX
N/A
Max(CAGR)
FNGD
-70.02%
Winner
RFIX
-23.58%
FNGD vs RFIX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FNGD | RFIX |
|---|---|---|
| 2026 | -38.78% | +1.40% |
| 2025 | -61.08% | -29.56% |
| 2024 | -78.18% | -12.32% |
| 2023 | -90.58% | N/A |
| 2022 | +62.87% | N/A |
| 2021 | -61.24% | N/A |
| 2020 | -95.17% | N/A |
| 2019 | -72.20% | N/A |
| 2018 | -13.73% | N/A |
FNGD vs RFIX Drawdown Comparison
The maximum drawdown for FNGD was -100.00%, occurring on Jun 1, 2026. This drawdown has not yet recovered.
The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.
The current FNGD drawdown is -100.00%. The current RFIX drawdown is -35.15%.
| Rank | FNGD | RFIX |
|---|---|---|
| #1 | -100.00% Feb 8, 2018 - Jun 1, 2026 | -38.81% Dec 10, 2024 - Jan 20, 2026 |
| #2 | -10.11% Jan 24, 2018 - Feb 5, 2018 | N/A |
| #3 | -8.18% Feb 5, 2018 - Feb 8, 2018 | N/A |
Correlation
Correlation between FNGD and RFIX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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