MRSK vs HTAB

Comparison between TOEWS AGILITY SHARES MANAGED RISK ETF (MRSK, ETF) and HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF).

5-Year PerformanceMRSK has outperformed HTAB, delivering a return of +8.1% compared to +0.7%

MRSK vs HTAB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MRSK(ETF)	HTAB(ETF)
Net Assets	$304M	$302M
Expense Ratio	0.98%	0.39%
Max Drawdown	24.34%	19.19%
Sharpe Ratio	1.14	0.71
5Y Beta	0.59	0.06
5Y Dividends CAGR	-35.14%	17.89%

Net Assets

Winner

MRSK

$304M

HTAB

$302M

Expense Ratio

MRSK

0.98%

Winner

HTAB

0.39%

Max Drawdown

MRSK

24.34%

Winner

HTAB

19.19%

Sharpe Ratio

Winner

MRSK

1.14

HTAB

0.71

5Y Beta

MRSK

0.59

Winner

HTAB

0.06

5Y Dividends CAGR

MRSK

-35.14%

Winner

HTAB

17.89%

MRSK vs HTAB - Historical Returns

Returns include dividend reinvestment.

Period	MRSK	HTAB
1 month	+1.80%	+1.56%
3 months	+6.34%	+0.61%
6 months	+5.67%	+1.59%
1 year	+17.78%	+6.71%
5 years(CAGR)	+8.07%	+0.73%
10 years(CAGR)	N/A	+2.26%
Max(CAGR)	+11.16%	+2.26%

Winner

MRSK

+1.80%

HTAB

+1.56%

Winner

MRSK

+6.34%

HTAB

+0.61%

Winner

MRSK

+5.67%

HTAB

+1.59%

Winner

MRSK

+17.78%

HTAB

+6.71%

5Y(CAGR)

Winner

MRSK

+8.07%

HTAB

+0.73%

10Y(CAGR)

MRSK

N/A

HTAB

+2.26%

Max(CAGR)

Winner

MRSK

+11.16%

HTAB

+2.26%

MRSK vs HTAB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MRSK	HTAB
2026	+4.56%	+1.22%
2025	+12.32%	+2.48%
2024	+15.04%	+1.91%
2023	+13.54%	+6.61%
2022	-12.22%	-8.20%
2021	+21.28%	-0.12%
2020	+16.38%	+5.26%
2019	N/A	+7.83%
2018	N/A	+1.43%

MRSK vs HTAB Drawdown Comparison

The maximum drawdown for MRSK was -14.70%, occurring on Jun 16, 2022. Recovery took 389 trading sessions.

The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.

The current MRSK drawdown is -0.68%. The current HTAB drawdown is -0.76%.

Rank	MRSK	HTAB
#1	-14.70% Dec 27, 2021 - Jul 17, 2023	-14.76% Jul 19, 2021 - Oct 1, 2024
#2	-12.22% Sep 7, 2023 - Feb 9, 2024	-8.60% Mar 6, 2020 - May 19, 2020
#3	-11.71% Dec 6, 2024 - Jul 21, 2025	-6.01% Dec 6, 2024 - Oct 10, 2025
#4	-7.82% Jan 27, 2026 - May 6, 2026	-2.85% Feb 27, 2026 - Mar 24, 2026
#5	-7.58% Jul 18, 2024 - Nov 6, 2024	-2.82% Oct 2, 2024 - Nov 29, 2024
#6	-5.49% Aug 6, 2020 - Dec 15, 2020	-1.81% May 29, 2018 - Dec 10, 2018
#7	-5.14% Sep 2, 2021 - Oct 28, 2021	-1.59% Aug 10, 2020 - Jan 22, 2021
#8	-4.97% Mar 27, 2024 - May 14, 2024	-1.58% Feb 9, 2021 - Jun 10, 2021
#9	-4.81% Oct 28, 2025 - Nov 28, 2025	-1.29% Jan 4, 2019 - Jan 22, 2019
#10	-4.11% Jul 31, 2023 - Sep 7, 2023	-1.20% Jan 22, 2019 - Jan 30, 2019
#11	-3.82% Dec 12, 2025 - Jan 27, 2026	-1.15% Aug 29, 2019 - Oct 9, 2019
#12	-3.70% Feb 24, 2021 - Mar 12, 2021	-0.90% Apr 19, 2018 - May 29, 2018
#13	-3.54% Jun 2, 2026 - Jun 10, 2026	-0.78% Oct 9, 2019 - Dec 3, 2019
#14	-3.33% Nov 5, 2021 - Dec 27, 2021	-0.75% Jan 7, 2026 - Feb 4, 2026
#15	-2.86% Jan 26, 2021 - Feb 3, 2021	-0.67% Nov 28, 2025 - Jan 7, 2026