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TBT vs CAF

Comparison between PROSHARES ULTRASHORT 20+ YEAR TREASURY (TBT, ETF) and Morgan Stanley China A Share Fund Inc (CAF, ETF).

5-Year PerformanceTBT has outperformed CAF, delivering a return of +15.6% compared to -1.7%

TBT vs CAF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TBT
$296M
CAF
$295M
Max Drawdown
TBT
95.17%
Winner
CAF
84.15%
Sharpe Ratio
TBT
-0.03
Winner
CAF
1.96
5Y Beta
Winner
TBT
-0.11
CAF
0.39
5Y Dividends CAGR
Winner
TBT
89.90%
CAF
-39.05%

TBT vs CAF - Historical Returns

Returns include dividend reinvestment.

1M
TBT
+0.59%
Winner
CAF
+2.10%
3M
TBT
+8.06%
Winner
CAF
+10.90%
6M
TBT
+6.06%
Winner
CAF
+20.43%
1Y
TBT
+1.40%
Winner
CAF
+47.97%
5Y(CAGR)
Winner
TBT
+15.57%
CAF
-1.73%
10Y(CAGR)
TBT
+2.01%
Winner
CAF
+5.64%
Max(CAGR)
TBT
-9.76%
Winner
CAF
+9.04%

TBT vs CAF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearTBTCAF
2026+3.88%+8.72%
2025-1.41%+42.50%
2024+25.84%+0.52%
2023+1.22%-9.64%
2022+83.83%-31.42%
2021+2.55%-2.55%
2020-36.60%+10.91%
2019-22.02%+24.02%
2018+2.75%-15.74%
2017-16.51%+41.08%
2016-6.01%-7.41%
2015-3.08%+12.06%
2014-41.07%+38.76%
2013+21.75%-4.11%
2012-14.72%+32.20%
2011-51.83%-29.66%
2010-26.11%-8.64%
2009+27.90%+59.50%
2008-45.18%-49.62%
2007N/A+89.68%
2006N/A+54.38%

TBT vs CAF Drawdown Comparison

The maximum drawdown for TBT was -94.99%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The maximum drawdown for CAF was -66.21%, occurring on Nov 6, 2008. Recovery took 1892 trading sessions.

The current TBT drawdown is -85.55%. The current CAF drawdown is -8.34%.

RankTBTCAF
#1-94.99%
Jun 13, 2008 - Aug 4, 2020
-66.21%
Sep 27, 2007 - Apr 6, 2015
#2-3.64%
May 29, 2008 - Jun 12, 2008
-49.04%
Jun 1, 2021 - Jul 30, 2024
#3-3.62%
May 6, 2008 - May 28, 2008
-39.21%
Jun 11, 2015 - May 16, 2017
#4-0.01%
May 2, 2008 - May 6, 2008
-33.95%
Jan 26, 2018 - Dec 14, 2020
#5N/A-18.59%
Jan 3, 2007 - Apr 3, 2007
#6N/A-13.35%
Aug 13, 2007 - Aug 22, 2007
#7N/A-11.69%
May 7, 2007 - Jun 14, 2007
#8N/A-10.34%
Apr 27, 2015 - May 26, 2015
#9N/A-9.52%
Jun 20, 2017 - Sep 7, 2017
#10N/A-7.52%
Jun 19, 2007 - Jul 11, 2007
#11N/A-7.09%
Sep 6, 2007 - Sep 18, 2007
#12N/A-6.85%
Aug 27, 2007 - Aug 31, 2007
#13N/A-6.61%
Oct 5, 2006 - Nov 29, 2006
#14N/A-5.76%
Jan 5, 2021 - Feb 16, 2021
#15N/A-5.58%
Oct 26, 2017 - Dec 26, 2017

Correlation

Correlation between TBT and CAF is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63
-101

Dividend Comparison (2007 - 2026)

TBT vs CAF dividend yield comparison.

YearTBTCAF
20260.47%0.00%
20253.21%1.51%
20244.64%2.63%
20234.98%0.96%
20220.42%0.02%
20210.00%6.57%
20200.32%10.40%
20192.12%3.78%
20180.99%9.48%
20170.00%5.20%
20160.00%4.69%
20150.00%67.03%
20140.00%5.66%
20130.00%0.47%
20120.00%8.48%
20110.00%1.90%
20100.00%6.30%
20090.00%13.59%
20080.44%28.65%
20070.00%19.01%

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