RFIX vs USL

Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and United States 12 Month Oil Fund LP (USL, ETF).

RFIX vs USL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFIX(ETF)	USL(ETF)
Net Assets	$54M	$54M
Expense Ratio	0.50%	1.01%
Max Drawdown	41.30%	89.06%
Sharpe Ratio	-0.46	1.21
5Y Beta	-0.04	0.15

Net Assets

Winner

RFIX

$54M

USL

$54M

Expense Ratio

Winner

RFIX

0.50%

USL

1.01%

Max Drawdown

Winner

RFIX

41.30%

USL

89.06%

Sharpe Ratio

RFIX

-0.46

Winner

USL

1.21

5Y Beta

Winner

RFIX

-0.04

USL

0.15

RFIX vs USL - Historical Returns

Returns include dividend reinvestment.

Period	RFIX	USL
1 month	+1.65%	-7.66%
3 months	-4.02%	+4.56%
6 months	+2.11%	+52.71%
1 year	-15.76%	+40.42%
5 years(CAGR)	N/A	+15.51%
10 years(CAGR)	N/A	+10.14%
Max(CAGR)	-22.91%	-0.06%

Winner

RFIX

+1.65%

USL

-7.66%

RFIX

-4.02%

Winner

USL

+4.56%

RFIX

+2.11%

Winner

USL

+52.71%

RFIX

-15.76%

Winner

USL

+40.42%

5Y(CAGR)

RFIX

N/A

USL

+15.51%

10Y(CAGR)

RFIX

N/A

USL

+10.14%

Max(CAGR)

RFIX

-22.91%

Winner

USL

-0.06%

RFIX vs USL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RFIX	USL
2026	+5.74%	+52.98%
2025	-29.56%	-13.51%
2024	-12.32%	+9.35%
2023	N/A	+2.16%
2022	N/A	+25.84%
2021	N/A	+65.27%
2020	N/A	-25.39%
2019	N/A	+25.29%
2018	N/A	-14.64%
2017	N/A	+4.24%
2016	N/A	+20.01%
2015	N/A	-35.41%
2014	N/A	-35.84%
2013	N/A	+6.91%
2012	N/A	-11.94%
2011	N/A	+0.78%
2010	N/A	+4.42%
2009	N/A	+26.44%
2008	N/A	-46.75%
2007	N/A	+5.09%

RFIX vs USL Drawdown Comparison

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

The maximum drawdown for USL was -89.06%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current RFIX drawdown is -32.37%. The current USL drawdown is -42.11%.

Rank	RFIX	USL
#1	-38.81% Dec 10, 2024 - Jan 20, 2026	-89.06% Jul 11, 2008 - Apr 28, 2020
#2	N/A	-10.83% Mar 13, 2008 - Apr 7, 2008
#3	N/A	-10.40% Jan 3, 2008 - Feb 19, 2008
#4	N/A	-9.47% May 21, 2008 - Jun 6, 2008
#5	N/A	-6.96% Jul 3, 2008 - Jul 11, 2008
#6	N/A	-4.50% Apr 25, 2008 - May 5, 2008
#7	N/A	-3.49% Jun 6, 2008 - Jun 23, 2008
#8	N/A	-3.05% Feb 28, 2008 - Mar 5, 2008
#9	N/A	-2.80% May 9, 2008 - May 19, 2008
#10	N/A	-2.58% Dec 12, 2007 - Dec 26, 2007
#11	N/A	-2.16% Dec 6, 2007 - Dec 12, 2007
#12	N/A	-1.82% Jun 23, 2008 - Jun 26, 2008
#13	N/A	-1.12% Apr 22, 2008 - Apr 25, 2008
#14	N/A	-0.96% Feb 21, 2008 - Feb 26, 2008
#15	N/A	-0.86% Apr 9, 2008 - Apr 14, 2008

Correlation

Correlation between RFIX and USL is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

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