RFI vs BUFB
Comparison between Cohen & Steers Total Return Realty Fund Inc (RFI, ETF) and Innovator Laddered Allocation Buffer ETF (BUFB, ETF).
RFI vs BUFB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFI
$316M
BUFB
$314M
Expense Ratio
RFI
N/A
BUFB
0.89%
Max Drawdown
RFI
80.12%
Winner
BUFB
14.88%
Sharpe Ratio
RFI
0.10
Winner
BUFB
1.41
5Y Beta
Winner
RFI
0.42
BUFB
0.63
5Y Dividends CAGR
RFI
-0.93%
BUFB
N/A
RFI vs BUFB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RFI
+4.25%
BUFB
+0.83%
3M
RFI
+1.85%
Winner
BUFB
+4.47%
6M
RFI
+6.85%
Winner
BUFB
+7.20%
1Y
RFI
+3.86%
Winner
BUFB
+15.45%
5Y(CAGR)
RFI
+1.61%
Winner
BUFB
+10.68%
10Y(CAGR)
RFI
+6.23%
BUFB
N/A
Max(CAGR)
RFI
+9.49%
Winner
BUFB
+10.68%
RFI vs BUFB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RFI | BUFB |
|---|---|---|
| 2026 | +9.28% | +7.87% |
| 2025 | +3.56% | +13.48% |
| 2024 | +5.12% | +16.85% |
| 2023 | +3.73% | +20.79% |
| 2022 | -21.85% | -8.37% |
| 2021 | +46.27% | N/A |
| 2020 | -0.47% | N/A |
| 2019 | +44.31% | N/A |
| 2018 | -8.47% | N/A |
| 2017 | +12.52% | N/A |
| 2016 | +4.60% | N/A |
| 2015 | +5.13% | N/A |
| 2014 | +19.90% | N/A |
| 2013 | -14.18% | N/A |
| 2012 | +33.99% | N/A |
| 2011 | -15.84% | N/A |
| 2010 | +71.15% | N/A |
| 2009 | +36.52% | N/A |
| 2008 | -39.02% | N/A |
| 2007 | -23.61% | N/A |
| 2006 | +25.10% | N/A |
| 2005 | +4.26% | N/A |
| 2004 | +20.62% | N/A |
| 2003 | +32.88% | N/A |
| 2002 | +10.37% | N/A |
| 2001 | +24.54% | N/A |
| 2000 | +18.76% | N/A |
| 1999 | -3.94% | N/A |
RFI vs BUFB Drawdown Comparison
The maximum drawdown for RFI was -73.68%, occurring on Mar 9, 2009. Recovery took 959 trading sessions.
The maximum drawdown for BUFB was -14.88%, occurring on Oct 14, 2022. Recovery took 301 trading sessions.
The current RFI drawdown is -2.44%. The current BUFB drawdown is -0.38%.
| Rank | RFI | BUFB |
|---|---|---|
| #1 | -73.68% Feb 5, 2007 - Nov 23, 2010 | -14.88% Mar 29, 2022 - Jun 9, 2023 |
| #2 | -50.51% Feb 11, 2020 - Feb 24, 2021 | -13.75% Feb 19, 2025 - Jun 24, 2025 |
| #3 | -34.30% Jan 4, 2022 - Oct 25, 2023 | -7.41% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -26.40% Jan 3, 2011 - Apr 2, 2012 | -6.11% Feb 9, 2022 - Mar 28, 2022 |
| #5 | -26.19% Apr 5, 2013 - Jan 26, 2015 | -5.12% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -22.94% Mar 31, 2004 - Dec 6, 2004 | -4.60% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -19.73% Aug 15, 2001 - Jan 22, 2002 | -2.77% Oct 29, 2025 - Nov 28, 2025 |
| #8 | -17.69% Sep 6, 2012 - Dec 19, 2012 | -2.72% Apr 9, 2024 - May 6, 2024 |
| #9 | -16.32% Jan 10, 2006 - Sep 14, 2006 | -2.17% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -16.29% Sep 4, 2018 - Jan 29, 2019 | -2.13% Jun 2, 2026 - Jun 15, 2026 |
| #11 | -15.70% Jul 28, 2016 - Dec 18, 2017 | -1.83% Dec 16, 2024 - Jan 21, 2025 |
| #12 | -15.08% Jun 21, 2002 - Sep 17, 2002 | -1.56% Jun 15, 2023 - Jun 30, 2023 |
| #13 | -13.43% Nov 12, 1999 - Apr 3, 2000 | -1.56% Jun 15, 2026 - Jul 6, 2026 |
| #14 | -13.08% Apr 27, 2012 - Aug 3, 2012 | -1.47% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -12.91% Apr 1, 2015 - Mar 14, 2016 | -1.42% Oct 9, 2025 - Oct 23, 2025 |
Correlation
Correlation between RFI and BUFB is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Select Stocks to Compare
Popular: RFI vs SPYBUFB vs SPY
More Comparisons
Compare with similar stocks