USL vs RFIX

Comparison between United States 12 Month Oil Fund LP (USL, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

USL vs RFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USL(ETF)	RFIX(ETF)
Net Assets	$54M	$54M
Expense Ratio	1.01%	0.50%
Max Drawdown	89.06%	41.30%
Sharpe Ratio	1.21	-0.46
5Y Beta	0.15	-0.04

Net Assets

USL

$54M

Winner

RFIX

$54M

Expense Ratio

USL

1.01%

Winner

RFIX

0.50%

Max Drawdown

USL

89.06%

Winner

RFIX

41.30%

Sharpe Ratio

Winner

USL

1.21

RFIX

-0.46

5Y Beta

USL

0.15

Winner

RFIX

-0.04

USL vs RFIX - Historical Returns

Returns include dividend reinvestment.

Period	USL	RFIX
1 month	-7.66%	+1.65%
3 months	+4.56%	-4.02%
6 months	+52.71%	+2.11%
1 year	+40.42%	-15.76%
5 years(CAGR)	+15.51%	N/A
10 years(CAGR)	+10.14%	N/A
Max(CAGR)	-0.06%	-22.91%

USL

-7.66%

Winner

RFIX

+1.65%

Winner

USL

+4.56%

RFIX

-4.02%

Winner

USL

+52.71%

RFIX

+2.11%

Winner

USL

+40.42%

RFIX

-15.76%

5Y(CAGR)

USL

+15.51%

RFIX

N/A

10Y(CAGR)

USL

+10.14%

RFIX

N/A

Max(CAGR)

Winner

USL

-0.06%

RFIX

-22.91%

USL vs RFIX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USL	RFIX
2026	+52.98%	+5.74%
2025	-13.51%	-29.56%
2024	+9.35%	-12.32%
2023	+2.16%	N/A
2022	+25.84%	N/A
2021	+65.27%	N/A
2020	-25.39%	N/A
2019	+25.29%	N/A
2018	-14.64%	N/A
2017	+4.24%	N/A
2016	+20.01%	N/A
2015	-35.41%	N/A
2014	-35.84%	N/A
2013	+6.91%	N/A
2012	-11.94%	N/A
2011	+0.78%	N/A
2010	+4.42%	N/A
2009	+26.44%	N/A
2008	-46.75%	N/A
2007	+5.09%	N/A

USL vs RFIX Drawdown Comparison

The maximum drawdown for USL was -89.06%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

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

The current USL drawdown is -42.11%. The current RFIX drawdown is -32.37%.

Rank	USL	RFIX
#1	-89.06% Jul 11, 2008 - Apr 28, 2020	-38.81% Dec 10, 2024 - Jan 20, 2026
#2	-10.83% Mar 13, 2008 - Apr 7, 2008	N/A
#3	-10.40% Jan 3, 2008 - Feb 19, 2008	N/A
#4	-9.47% May 21, 2008 - Jun 6, 2008	N/A
#5	-6.96% Jul 3, 2008 - Jul 11, 2008	N/A
#6	-4.50% Apr 25, 2008 - May 5, 2008	N/A
#7	-3.49% Jun 6, 2008 - Jun 23, 2008	N/A
#8	-3.05% Feb 28, 2008 - Mar 5, 2008	N/A
#9	-2.80% May 9, 2008 - May 19, 2008	N/A
#10	-2.58% Dec 12, 2007 - Dec 26, 2007	N/A
#11	-2.16% Dec 6, 2007 - Dec 12, 2007	N/A
#12	-1.82% Jun 23, 2008 - Jun 26, 2008	N/A
#13	-1.12% Apr 22, 2008 - Apr 25, 2008	N/A
#14	-0.96% Feb 21, 2008 - Feb 26, 2008	N/A
#15	-0.86% Apr 9, 2008 - Apr 14, 2008	N/A

Correlation

Correlation between USL and RFIX is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

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