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PRTO vs RMCA

Comparison between RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF) and ROCKEFELLER CALIFORNIA MUNICIPAL BOND ETF (RMCA, ETF).

PRTO vs RMCA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PRTO
$16M
RMCA
$16M
Expense Ratio
PRTO
0.82%
Winner
RMCA
0.55%
Max Drawdown
Winner
PRTO
3.12%
RMCA
8.45%
Sharpe Ratio
Winner
PRTO
2.21
RMCA
0.89
5Y Beta
PRTO
0.95
Winner
RMCA
0.04

PRTO vs RMCA - Historical Returns

Returns include dividend reinvestment.

1M
PRTO
-0.86%
Winner
RMCA
+0.79%
3M
PRTO
N/A
RMCA
+1.21%
6M
PRTO
N/A
RMCA
+2.82%
1Y
PRTO
N/A
RMCA
+7.25%
Max(CAGR)
Winner
PRTO
+44.33%
RMCA
+2.54%

PRTO vs RMCA - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearPRTORMCA
2026+7.50%+2.21%
2025N/A+2.15%
2024N/A-0.14%

PRTO vs RMCA Drawdown Comparison

The maximum drawdown for PRTO was -3.12%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for RMCA was -5.96%, occurring on Apr 11, 2025. Recovery took 211 trading sessions.

The current PRTO drawdown is -3.12%. The current RMCA drawdown is -0.14%.

RankPRTORMCA
#1-3.12%
Jun 2, 2026 - Jun 5, 2026
-5.96%
Dec 6, 2024 - Oct 13, 2025
#2-2.98%
May 11, 2026 - May 26, 2026
-3.03%
Oct 1, 2024 - Dec 2, 2024
#3-2.45%
Mar 25, 2026 - Apr 1, 2026
-2.35%
Feb 27, 2026 - Apr 23, 2026
#4-1.38%
Apr 24, 2026 - Apr 30, 2026
-1.16%
Apr 24, 2026 - May 28, 2026
#5-1.22%
Apr 20, 2026 - Apr 24, 2026
-1.03%
Nov 26, 2025 - Jan 7, 2026
#6-0.88%
May 6, 2026 - May 8, 2026
-0.60%
Jan 14, 2026 - Feb 3, 2026
#7-0.73%
May 1, 2026 - May 5, 2026
-0.56%
Nov 11, 2025 - Nov 26, 2025
#8-0.39%
May 26, 2026 - May 28, 2026
-0.51%
Oct 27, 2025 - Nov 11, 2025
#9-0.35%
Apr 9, 2026 - Apr 13, 2026
-0.37%
Aug 23, 2024 - Sep 3, 2024
#10-0.27%
May 28, 2026 - Jun 2, 2026
-0.23%
Feb 10, 2026 - Feb 12, 2026
#11-0.14%
Apr 14, 2026 - Apr 16, 2026
-0.21%
Sep 27, 2024 - Oct 1, 2024
#12-0.10%
Apr 1, 2026 - Apr 6, 2026
-0.18%
Sep 16, 2024 - Sep 27, 2024
#13N/A-0.16%
Jun 2, 2026 - Jun 3, 2026
#14N/A-0.15%
Dec 4, 2024 - Dec 6, 2024
#15N/A-0.14%
Dec 2, 2024 - Dec 4, 2024

Correlation

Correlation between PRTO and RMCA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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