TOAK vs RDFI
Comparison between TWIN OAK SHORT HORIZON ABSOLUTE RETURN ETF (TOAK, ETF) and RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF).
TOAK vs RDFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TOAK
$79M
Winner
RDFI
$79M
Expense Ratio
Winner
TOAK
0.25%
RDFI
4.23%
Max Drawdown
Winner
TOAK
1.81%
RDFI
33.33%
Sharpe Ratio
TOAK
0.03
Winner
RDFI
0.56
5Y Beta
Winner
TOAK
-0.01
RDFI
0.27
5Y Dividends CAGR
TOAK
N/A
RDFI
22.68%
TOAK vs RDFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOAK
+0.26%
RDFI
-1.13%
3M
Winner
TOAK
+0.88%
RDFI
-1.19%
6M
Winner
TOAK
+1.57%
RDFI
+0.81%
1Y
TOAK
+3.69%
Winner
RDFI
+7.60%
5Y(CAGR)
TOAK
N/A
RDFI
+2.55%
Max(CAGR)
TOAK
+4.01%
Winner
RDFI
+5.85%
TOAK vs RDFI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | TOAK | RDFI |
|---|---|---|
| 2026 | +1.34% | +0.38% |
| 2025 | +4.28% | +9.15% |
| 2024 | +1.51% | +13.20% |
| 2023 | N/A | +7.53% |
| 2022 | N/A | -17.26% |
| 2021 | N/A | +13.17% |
| 2020 | N/A | +8.65% |
TOAK vs RDFI Drawdown Comparison
The maximum drawdown for TOAK was -1.81%, occurring on May 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for RDFI was -23.72%, occurring on Oct 24, 2022. Recovery took 737 trading sessions.
The current TOAK drawdown is -1.69%. The current RDFI drawdown is -3.82%.
| Rank | TOAK | RDFI |
|---|---|---|
| #1 | -1.81% May 12, 2026 - May 20, 2026 | -23.72% Sep 13, 2021 - Aug 19, 2024 |
| #2 | -0.68% Dec 15, 2025 - Feb 20, 2026 | -8.00% Feb 26, 2026 - Mar 30, 2026 |
| #3 | -0.16% Mar 26, 2026 - Apr 20, 2026 | -7.75% Sep 30, 2024 - Jun 30, 2025 |
| #4 | -0.13% Nov 8, 2024 - Nov 18, 2024 | -2.55% Sep 17, 2025 - Jan 6, 2026 |
| #5 | -0.10% Apr 20, 2026 - Apr 28, 2026 | -2.28% Jul 1, 2021 - Aug 10, 2021 |
| #6 | -0.09% Feb 20, 2026 - Mar 10, 2026 | -1.80% Sep 3, 2024 - Sep 17, 2024 |
| #7 | -0.07% Nov 17, 2025 - Nov 21, 2025 | -1.71% Jul 3, 2025 - Aug 6, 2025 |
| #8 | -0.06% Oct 2, 2024 - Oct 7, 2024 | -1.70% Feb 10, 2021 - Feb 26, 2021 |
| #9 | -0.06% Nov 1, 2024 - Nov 5, 2024 | -1.61% Oct 21, 2020 - Nov 5, 2020 |
| #10 | -0.05% Apr 7, 2025 - Apr 10, 2025 | -1.31% Jan 27, 2026 - Feb 3, 2026 |
| #11 | -0.05% May 7, 2025 - May 21, 2025 | -1.26% May 7, 2021 - May 20, 2021 |
| #12 | -0.05% May 23, 2025 - May 30, 2025 | -0.91% Aug 13, 2025 - Aug 28, 2025 |
| #13 | -0.05% Jun 30, 2025 - Jul 9, 2025 | -0.88% Jun 10, 2021 - Jun 28, 2021 |
| #14 | -0.05% Sep 15, 2025 - Sep 19, 2025 | -0.88% Mar 15, 2021 - Mar 29, 2021 |
| #15 | -0.05% Mar 10, 2026 - Mar 18, 2026 | -0.88% Jan 21, 2021 - Feb 1, 2021 |
Correlation
Correlation between TOAK and RDFI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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