TBLU vs RFIX

Comparison between TORTOISE GLOBAL WATER ETF (TBLU, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

TBLU vs RFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBLU(ETF)	RFIX(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.40%	0.50%
Max Drawdown	37.58%	41.30%
Sharpe Ratio	-0.29	-0.58
5Y Beta	0.64	-0.06
P/E Ratio	24.33	N/A
Forward P/E	19.21	N/A
PEG Ratio	1.16	N/A
5Y Dividends CAGR	28.78%	N/A
Debt to Equity	45.67%	N/A
P/S Ratio	2.59	N/A
P/B Ratio	3.47	N/A

Net Assets

TBLU

$56M

Winner

RFIX

$56M

Expense Ratio

Winner

TBLU

0.40%

RFIX

0.50%

Max Drawdown

Winner

TBLU

37.58%

RFIX

41.30%

Sharpe Ratio

Winner

TBLU

-0.29

RFIX

-0.58

5Y Beta

TBLU

0.64

Winner

RFIX

-0.06

P/E Ratio

TBLU

24.33

RFIX

N/A

Forward P/E

TBLU

19.21

RFIX

N/A

PEG Ratio

TBLU

1.16

RFIX

N/A

5Y Dividends CAGR

TBLU

28.78%

RFIX

N/A

Debt to Equity

TBLU

45.67%

RFIX

N/A

P/S Ratio

TBLU

2.59

RFIX

N/A

P/B Ratio

TBLU

3.47

RFIX

N/A

TBLU vs RFIX - Historical Returns

Returns include dividend reinvestment.

Period	TBLU	RFIX
1 month	-3.67%	-2.53%
3 months	-6.30%	-3.63%
6 months	-2.93%	+2.13%
1 year	-1.48%	-16.38%
5 years(CAGR)	+3.80%	N/A
10 years(CAGR)	+9.44%	N/A
Max(CAGR)	+9.44%	-22.57%

TBLU

-3.67%

Winner

RFIX

-2.53%

TBLU

-6.30%

Winner

RFIX

-3.63%

TBLU

-2.93%

Winner

RFIX

+2.13%

Winner

TBLU

-1.48%

RFIX

-16.38%

5Y(CAGR)

TBLU

+3.80%

RFIX

N/A

10Y(CAGR)

TBLU

+9.44%

RFIX

N/A

Max(CAGR)

Winner

TBLU

+9.44%

RFIX

-22.57%

TBLU vs RFIX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	TBLU	RFIX
2026	-2.95%	+6.96%
2025	+12.42%	-29.56%
2024	+9.92%	-12.32%
2023	+20.01%	N/A
2022	-25.20%	N/A
2021	+30.22%	N/A
2020	+16.37%	N/A
2019	+38.09%	N/A
2018	-12.48%	N/A
2017	+20.20%	N/A

TBLU vs RFIX Drawdown Comparison

The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

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

The current TBLU drawdown is -11.58%. The current RFIX drawdown is -31.59%.

Rank	TBLU	RFIX
#1	-37.58% Feb 20, 2020 - Oct 12, 2020	-38.81% Dec 10, 2024 - Jan 20, 2026
#2	-35.36% Dec 31, 2021 - Jul 31, 2024	N/A
#3	-17.25% Jan 26, 2018 - Jun 13, 2019	N/A
#4	-15.42% Dec 9, 2024 - May 15, 2025	N/A
#5	-13.17% Feb 26, 2026 - Mar 20, 2026	N/A
#6	-8.73% Sep 2, 2021 - Nov 9, 2021	N/A
#7	-8.29% Aug 22, 2025 - Jan 16, 2026	N/A
#8	-6.00% May 4, 2017 - Jul 20, 2017	N/A
#9	-5.90% Jan 13, 2021 - Mar 26, 2021	N/A
#10	-5.63% Oct 12, 2020 - Nov 5, 2020	N/A
#11	-5.54% Jul 31, 2024 - Sep 19, 2024	N/A
#12	-5.24% Jul 29, 2019 - Sep 18, 2019	N/A
#13	-5.01% Nov 19, 2021 - Dec 27, 2021	N/A
#14	-4.60% Oct 7, 2024 - Nov 6, 2024	N/A
#15	-4.27% Mar 1, 2017 - Apr 26, 2017	N/A