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TUA vs PALL

Comparison between SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF) and abrdn Physical Palladium Shares ETF (PALL, ETF).

TUA vs PALL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TUA
$757M
PALL
$754M
Expense Ratio
Winner
TUA
0.25%
PALL
0.60%
Max Drawdown
Winner
TUA
22.37%
PALL
73.63%
Sharpe Ratio
TUA
-0.79
Winner
PALL
0.53
5Y Beta
Winner
TUA
-0.08
PALL
0.62

TUA vs PALL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TUA
-0.44%
PALL
-14.62%
3M
Winner
TUA
-2.68%
PALL
-21.01%
6M
Winner
TUA
-4.70%
PALL
-14.91%
1Y
TUA
-2.23%
Winner
PALL
+19.75%
5Y(CAGR)
TUA
N/A
PALL
-14.85%
10Y(CAGR)
TUA
N/A
PALL
+8.34%
Max(CAGR)
TUA
-1.36%
Winner
PALL
+5.97%

TUA vs PALL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearTUAPALL
2026-5.22%-22.04%
2025+7.17%+73.59%
2024-2.92%-16.30%
2023-2.33%-36.12%
2022-0.81%-2.49%
2021N/A-21.26%
2020N/A+24.49%
2019N/A+52.68%
2018N/A+13.98%
2017N/A+48.62%
2016N/A+25.26%
2015N/A-29.75%
2014N/A+9.25%
2013N/A+0.55%
2012N/A+5.76%
2011N/A-18.56%
2010N/A+78.10%

TUA vs PALL Drawdown Comparison

The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.

The maximum drawdown for PALL was -73.63%, occurring on Aug 5, 2024. This drawdown has not yet recovered.

The current TUA drawdown is -9.92%. The current PALL drawdown is -60.63%.

RankTUAPALL
#1-15.84%
Mar 24, 2023 - Oct 17, 2023
-73.63%
Mar 8, 2022 - Aug 5, 2024
#2-9.27%
Jan 18, 2023 - Mar 13, 2023
-48.40%
Aug 29, 2014 - Aug 17, 2017
#3-2.81%
Mar 17, 2023 - Mar 23, 2023
-46.80%
May 4, 2021 - Mar 4, 2022
#4-2.63%
Dec 16, 2022 - Jan 12, 2023
-45.65%
Feb 27, 2020 - Apr 26, 2021
#5-2.47%
Mar 15, 2023 - Mar 17, 2023
-35.37%
Feb 18, 2011 - Jul 8, 2014
#6-2.15%
Mar 13, 2023 - Mar 15, 2023
-26.03%
Apr 22, 2010 - Sep 29, 2010
#7-1.50%
Nov 16, 2022 - Dec 1, 2022
-25.03%
Jan 12, 2018 - Oct 23, 2018
#8-1.48%
Dec 1, 2022 - Dec 13, 2022
-19.12%
Mar 20, 2019 - Sep 12, 2019
#9-0.80%
Jan 12, 2023 - Jan 18, 2023
-14.79%
Jan 20, 2010 - Mar 5, 2010
#10-0.20%
Dec 14, 2022 - Dec 16, 2022
-10.87%
Jan 22, 2020 - Feb 18, 2020
#11N/A-10.26%
Nov 11, 2010 - Dec 1, 2010
#12N/A-7.22%
Sep 1, 2017 - Oct 13, 2017
#13N/A-7.07%
Oct 30, 2019 - Nov 26, 2019
#14N/A-6.94%
Mar 17, 2010 - Apr 1, 2010
#15N/A-6.56%
Dec 31, 2010 - Jan 12, 2011

Correlation

Correlation between TUA and PALL is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

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