RTAI vs DUG
Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and ProShares UltraShort Energy (DUG, ETF).
5-Year PerformanceRTAI has outperformed DUG, delivering a return of -0.9% compared to -37.8%
RTAI vs DUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RTAI vs DUG - Historical Returns
Returns include dividend reinvestment.
RTAI vs DUG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | RTAI | DUG |
|---|---|---|
| 2026 | +1.61% | -40.28% |
| 2025 | +4.46% | -16.81% |
| 2024 | +6.75% | -4.06% |
| 2023 | +3.49% | -9.37% |
| 2022 | -22.28% | -71.20% |
| 2021 | +11.19% | -68.10% |
| 2020 | +5.10% | -23.45% |
| 2019 | N/A | -19.87% |
| 2018 | N/A | +40.94% |
| 2017 | N/A | +1.45% |
| 2016 | N/A | -48.05% |
| 2015 | N/A | +35.94% |
| 2014 | N/A | +5.44% |
| 2013 | N/A | -38.52% |
| 2012 | N/A | -13.44% |
| 2011 | N/A | -30.52% |
| 2010 | N/A | -37.48% |
| 2009 | N/A | -43.88% |
| 2008 | N/A | -9.57% |
| 2007 | N/A | -46.32% |
RTAI vs DUG Drawdown Comparison
The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current RTAI drawdown is -8.21%. The current DUG drawdown is -99.91%.
| Rank | RTAI | DUG |
|---|---|---|
| #1 | -34.32% Sep 15, 2021 - Oct 25, 2023 | -99.92% Oct 10, 2008 - Mar 27, 2026 |
| #2 | -3.55% Feb 10, 2021 - Mar 9, 2021 | -64.70% Mar 5, 2007 - Oct 10, 2008 |
| #3 | -2.12% Dec 10, 2020 - Dec 31, 2020 | -4.78% Feb 12, 2007 - Feb 27, 2007 |
| #4 | -1.38% Jul 13, 2021 - Aug 2, 2021 | -1.66% Feb 7, 2007 - Feb 12, 2007 |
| #5 | -1.17% May 7, 2021 - May 27, 2021 | -1.61% Feb 27, 2007 - Mar 1, 2007 |
| #6 | -1.06% Mar 11, 2021 - Mar 30, 2021 | -1.32% Feb 2, 2007 - Feb 7, 2007 |
| #7 | -0.97% Dec 31, 2020 - Jan 13, 2021 | N/A |
| #8 | -0.80% Oct 21, 2020 - Nov 4, 2020 | N/A |
| #9 | -0.65% Aug 24, 2021 - Sep 15, 2021 | N/A |
| #10 | -0.52% Aug 3, 2021 - Aug 20, 2021 | N/A |
| #11 | -0.46% Apr 26, 2021 - May 5, 2021 | N/A |
| #12 | -0.36% Jun 15, 2021 - Jun 18, 2021 | N/A |
| #13 | -0.34% Nov 10, 2020 - Nov 17, 2020 | N/A |
| #14 | -0.34% Apr 15, 2021 - Apr 23, 2021 | N/A |
| #15 | -0.28% Apr 1, 2021 - Apr 6, 2021 | N/A |
Correlation
Correlation between RTAI and DUG is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
RTAI vs DUG dividend yield comparison.
| Year | RTAI | DUG |
|---|---|---|
| 2026 | 2.45% | 0.46% |
| 2025 | 5.66% | 3.21% |
| 2024 | 5.02% | 5.66% |
| 2023 | 3.07% | 4.16% |
| 2022 | 3.71% | 0.28% |
| 2021 | 4.73% | 0.00% |
| 2020 | 0.48% | 0.10% |
| 2019 | 0.00% | 0.56% |
| 2018 | 0.00% | 0.29% |
| 2008 | 0.00% | 32.75% |
| 2007 | 0.00% | 2.53% |
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