MMAX vs CCIF

Comparison between ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF) and Carlyle Credit Income Fund (CCIF, ETF).

MMAX vs CCIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMAX(ETF)	CCIF(ETF)
Net Assets	$72M	$72M
Expense Ratio	0.50%	N/A
Max Drawdown	1.93%	75.32%
Sharpe Ratio	2.48	-1.69
5Y Beta	0.11	0.35
5Y Dividends CAGR	N/A	6.51%

Net Assets

MMAX

$72M

Winner

CCIF

$72M

Expense Ratio

MMAX

0.50%

CCIF

N/A

Max Drawdown

Winner

MMAX

1.93%

CCIF

75.32%

Sharpe Ratio

Winner

MMAX

2.48

CCIF

-1.69

5Y Beta

Winner

MMAX

0.11

CCIF

0.35

5Y Dividends CAGR

MMAX

N/A

CCIF

6.51%

MMAX vs CCIF - Historical Returns

Returns include dividend reinvestment.

Period	MMAX	CCIF
1 month	+0.22%	-6.44%
3 months	+2.10%	-1.79%
6 months	+3.44%	-32.41%
1 year	+7.46%	-40.11%
5 years(CAGR)	N/A	-7.80%
Max(CAGR)	+7.51%	-6.05%

Winner

MMAX

+0.22%

CCIF

-6.44%

Winner

MMAX

+2.10%

CCIF

-1.79%

Winner

MMAX

+3.44%

CCIF

-32.41%

Winner

MMAX

+7.46%

CCIF

-40.11%

5Y(CAGR)

MMAX

N/A

CCIF

-7.80%

Max(CAGR)

Winner

MMAX

+7.51%

CCIF

-6.05%

MMAX vs CCIF - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	MMAX	CCIF
2026	+2.80%	-27.99%
2025	+5.88%	-27.57%
2024	N/A	+13.89%
2023	N/A	+12.89%
2022	N/A	-6.59%
2021	N/A	+12.32%
2020	N/A	+0.63%
2019	N/A	-12.87%

MMAX vs CCIF Drawdown Comparison

The maximum drawdown for MMAX was -1.93%, occurring on Apr 4, 2025. Recovery took 21 trading sessions.

The maximum drawdown for CCIF was -51.46%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current MMAX drawdown is -0.35%. The current CCIF drawdown is -49.62%.

Rank	MMAX	CCIF
#1	-1.93% Apr 2, 2025 - May 2, 2025	-51.46% Aug 23, 2024 - Mar 24, 2026
#2	-0.36% May 5, 2025 - May 12, 2025	-39.39% May 28, 2019 - May 24, 2021
#3	-0.35% May 16, 2025 - Jun 2, 2025	-15.33% May 30, 2023 - Mar 4, 2024
#4	-0.35% Jun 2, 2026 - Jun 5, 2026	-15.12% Sep 22, 2021 - Feb 1, 2023
#5	-0.34% Nov 12, 2025 - Nov 25, 2025	-7.58% Jun 10, 2024 - Aug 14, 2024
#6	-0.28% May 13, 2025 - May 16, 2025	-4.44% Jun 21, 2021 - Aug 6, 2021
#7	-0.27% Aug 18, 2025 - Aug 22, 2025	-3.94% May 24, 2021 - Jun 21, 2021
#8	-0.23% Oct 27, 2025 - Nov 10, 2025	-3.68% May 21, 2024 - May 31, 2024
#9	-0.23% Feb 2, 2026 - Feb 9, 2026	-3.20% Feb 27, 2023 - May 19, 2023
#10	-0.20% May 11, 2026 - May 22, 2026	-2.72% Mar 6, 2024 - May 1, 2024
#11	-0.17% Jul 29, 2025 - Aug 6, 2025	-1.95% Aug 16, 2021 - Sep 17, 2021
#12	-0.17% Oct 9, 2025 - Oct 14, 2025	-1.54% May 10, 2024 - May 15, 2024
#13	-0.17% Jan 9, 2026 - Jan 22, 2026	-1.10% May 23, 2023 - May 26, 2023
#14	-0.16% Jun 12, 2025 - Jun 23, 2025	-0.81% Feb 2, 2023 - Feb 6, 2023
#15	-0.13% Mar 4, 2026 - Mar 10, 2026	-0.60% Feb 14, 2023 - Feb 23, 2023

Correlation

Correlation between MMAX and CCIF is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101