NJUN vs RFIX

Comparison between Innovator Growth-100 Power Buffer ETF - June (NJUN, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

NJUN vs RFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NJUN(ETF)	RFIX(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.79%	0.50%
Max Drawdown	12.59%	41.30%
Sharpe Ratio	1.08	-0.58
5Y Beta	0.60	-0.06

Net Assets

Winner

NJUN

$56M

RFIX

$56M

Expense Ratio

NJUN

0.79%

Winner

RFIX

0.50%

Max Drawdown

Winner

NJUN

12.59%

RFIX

41.30%

Sharpe Ratio

Winner

NJUN

1.08

RFIX

-0.58

5Y Beta

NJUN

0.60

Winner

RFIX

-0.06

NJUN vs RFIX - Historical Returns

Returns include dividend reinvestment.

Period	NJUN	RFIX
1 month	-1.83%	-2.53%
3 months	+1.31%	-3.63%
6 months	+2.47%	+2.13%
1 year	+11.29%	-16.38%
Max(CAGR)	+13.06%	-22.57%

Winner

NJUN

-1.83%

RFIX

-2.53%

Winner

NJUN

+1.31%

RFIX

-3.63%

Winner

NJUN

+2.47%

RFIX

+2.13%

Winner

NJUN

+11.29%

RFIX

-16.38%

Max(CAGR)

Winner

NJUN

+13.06%

RFIX

-22.57%

NJUN vs RFIX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	NJUN	RFIX
2026	+2.06%	+6.96%
2025	+15.71%	-29.56%
2024	+8.38%	-12.32%

NJUN vs RFIX Drawdown Comparison

The maximum drawdown for NJUN was -12.59%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.

The current NJUN drawdown is -2.70%. The current RFIX drawdown is -31.59%.

Rank	NJUN	RFIX
#1	-12.59% Feb 19, 2025 - May 13, 2025	-38.81% Dec 10, 2024 - Jan 20, 2026
#2	-5.97% Jul 10, 2024 - Sep 24, 2024	N/A
#3	-3.32% Jan 27, 2026 - Apr 8, 2026	N/A
#4	-2.70% Jun 2, 2026 - Jun 5, 2026	N/A
#5	-2.19% Oct 29, 2025 - Nov 28, 2025	N/A
#6	-1.58% Dec 16, 2024 - Jan 21, 2025	N/A
#7	-1.40% Oct 29, 2024 - Nov 6, 2024	N/A
#8	-1.32% May 19, 2025 - May 27, 2025	N/A
#9	-1.21% Oct 8, 2025 - Oct 20, 2025	N/A
#10	-1.19% Nov 8, 2024 - Nov 26, 2024	N/A
#11	-1.17% Jan 22, 2025 - Feb 6, 2025	N/A
#12	-1.10% Aug 13, 2025 - Aug 28, 2025	N/A
#13	-1.05% Jul 28, 2025 - Aug 6, 2025	N/A
#14	-0.91% Dec 11, 2025 - Dec 22, 2025	N/A
#15	-0.90% Jan 12, 2026 - Jan 23, 2026	N/A

Correlation

Correlation between NJUN and RFIX is -0.92 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.92

-101