TBX vs RTAI

Comparison between PROSHARES SHORT 7-10 YEAR TREASURY (TBX, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).

5-Year PerformanceTBX has outperformed RTAI, delivering a return of +6.1% compared to -0.9%

TBX vs RTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBX(ETF)	RTAI(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.95%	4.59%
Max Drawdown	42.38%	39.82%
Sharpe Ratio	-0.06	0.86
5Y Beta	0.02	0.20
5Y Dividends CAGR	116.61%	19.77%

Net Assets

TBX

$18M

RTAI

$18M

Expense Ratio

Winner

TBX

0.95%

RTAI

4.59%

Max Drawdown

TBX

42.38%

Winner

RTAI

39.82%

Sharpe Ratio

TBX

-0.06

Winner

RTAI

0.86

5Y Beta

Winner

TBX

0.02

RTAI

0.20

5Y Dividends CAGR

Winner

TBX

116.61%

RTAI

19.77%

TBX vs RTAI - Historical Returns

Returns include dividend reinvestment.

Period	TBX	RTAI
1 month	+1.08%	-0.43%
3 months	+3.49%	-0.62%
6 months	+3.86%	+1.54%
1 year	+2.74%	+9.68%
5 years(CAGR)	+6.06%	-0.92%
10 years(CAGR)	+1.95%	N/A
Max(CAGR)	-1.09%	+1.41%

Winner

TBX

+1.08%

RTAI

-0.43%

Winner

TBX

+3.49%

RTAI

-0.62%

Winner

TBX

+3.86%

RTAI

+1.54%

TBX

+2.74%

Winner

RTAI

+9.68%

5Y(CAGR)

Winner

TBX

+6.06%

RTAI

-0.92%

10Y(CAGR)

TBX

+1.95%

RTAI

N/A

Max(CAGR)

TBX

-1.09%

Winner

RTAI

+1.41%

TBX vs RTAI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TBX	RTAI
2026	+3.40%	+1.61%
2025	-1.39%	+4.46%
2024	+8.48%	+6.75%
2023	+4.81%	+3.49%
2022	+17.42%	-22.28%
2021	+1.74%	+11.19%
2020	-9.69%	+5.10%
2019	-5.10%	N/A
2018	+0.86%	N/A
2017	-2.24%	N/A
2016	-1.42%	N/A
2015	-2.91%	N/A
2014	-9.58%	N/A
2013	+4.38%	N/A
2012	-5.20%	N/A
2011	-14.65%	N/A

TBX vs RTAI Drawdown Comparison

The maximum drawdown for TBX was -41.04%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current TBX drawdown is -16.79%. The current RTAI drawdown is -8.21%.

Rank	TBX	RTAI
#1	-41.04% Apr 11, 2011 - Aug 4, 2020	-34.32% Sep 15, 2021 - Oct 25, 2023
#2	N/A	-3.55% Feb 10, 2021 - Mar 9, 2021
#3	N/A	-2.12% Dec 10, 2020 - Dec 31, 2020
#4	N/A	-1.38% Jul 13, 2021 - Aug 2, 2021
#5	N/A	-1.17% May 7, 2021 - May 27, 2021
#6	N/A	-1.06% Mar 11, 2021 - Mar 30, 2021
#7	N/A	-0.97% Dec 31, 2020 - Jan 13, 2021
#8	N/A	-0.80% Oct 21, 2020 - Nov 4, 2020
#9	N/A	-0.65% Aug 24, 2021 - Sep 15, 2021
#10	N/A	-0.52% Aug 3, 2021 - Aug 20, 2021
#11	N/A	-0.46% Apr 26, 2021 - May 5, 2021
#12	N/A	-0.36% Jun 15, 2021 - Jun 18, 2021
#13	N/A	-0.34% Nov 10, 2020 - Nov 17, 2020
#14	N/A	-0.34% Apr 15, 2021 - Apr 23, 2021
#15	N/A	-0.28% Apr 1, 2021 - Apr 6, 2021

Correlation

Correlation between TBX and RTAI is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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