(RDFI) Rareview Dynamic Fixed - Performance 10.6% in 12m
Compare RDFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
24.75%
#24 in Group
Rel. Strength
62.02%
#3023 in Universe
Total Return 12m
10.62%
#2 in Group
Total Return 5y
23.49%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: RDFI (10.6%) vs TLT (0.1%)
5y Drawdown (Underwater) Chart
Top Performers in Multisector Bond
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CARY NYSE ARCA Angel Oak Income |
0.03% | 7.39% | 19.9% | - | - | - | - | - |
| CARY NASDAQ Angel Oak Income |
0.03% | 7.39% | 19.9% | - | - | - | - | - |
| CGMS NYSE ARCA Capital U.S. Multi-Sector |
1.44% | 6.16% | 23.6% | - | - | - | - | - |
| BINC NYSE ARCA BlackRock Trust II |
1.11% | 6.49% | 15.2% | - | - | - | - | - |
| PYLD NYSE ARCA PIMCO Trust |
0.89% | 7.97% | 15.5% | - | - | - | - | - |
| CRDT NYSE ARCA Simplify Exchange Traded |
-1.18% | 6.64% | 12.2% | - | - | - | - | - |
| AFIF BATS Anfield Universal Fixed |
0.43% | 6.35% | 13.7% | - | - | - | - | - |
| NFLT NYSE ARCA Virtus Newfleet |
0.44% | 6.36% | 23.1% | - | - | - | - | - |
Performance Comparison: RDFI vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for RDFI
| Total Return (including Dividends) | RDFI | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.39% | -1.69% | 2.87% |
| 3 Months | -0.97% | -1.17% | -6.42% |
| 12 Months | 10.62% | 0.07% | 9.87% |
| 5 Years | 23.49% | -38.71% | 107.51% |
| Trend Score (consistency of price movement) | RDFI | TLT | S&P 500 |
| 1 Month | 93.6% | 32.6% | 89.4% |
| 3 Months | -75.2% | -29.9% | -72% |
| 12 Months | 50.1% | -28.6% | 49.3% |
| 5 Years | 16.4% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #29 | 4.15% | -0.46% |
| 3 Month | #28 | 0.20% | 5.82% |
| 12 Month | #3 | 10.5% | 0.68% |
| 5 Years | #4 | 97.7% | -29.7% |
FAQs
Does RDFI Rareview Dynamic Fixed outperforms the market?
Yes,
over the last 12 months RDFI made 10.62%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.07%.
Over the last 3 months RDFI made -0.97%, while TLT made -1.17%.
Over the last 3 months RDFI made -0.97%, while TLT made -1.17%.
Performance Comparison RDFI vs Indeces and Sectors
RDFI vs. Indices RDFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.62% | -0.48% | 4.47% | 0.75% |
| US NASDAQ 100 | QQQ | 0.37% | -2.32% | 4.06% | -0.70% |
| US Dow Jones Industrial 30 | DIA | 0.34% | 0.78% | 5.50% | 4.25% |
| German DAX 40 | DAX | -1.50% | -16.9% | -21.1% | -14.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.04% | -3.88% | 5.24% | 4.99% |
| Hongkong Hang Seng | HSI | -2.90% | -13.8% | -5.02% | -1.47% |
| India NIFTY 50 | INDA | 3.01% | 0.11% | 2.57% | 8.29% |
| Brasil Bovespa | EWZ | -1.43% | -9.14% | -4.74% | 17.1% |
RDFI vs. Sectors RDFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.44% | -1.28% | -1.71% | -9.71% |
| Consumer Discretionary | XLY | -0.30% | -1.12% | 6.66% | -3.43% |
| Consumer Staples | XLP | 0.99% | 0.37% | -2.44% | 3.06% |
| Energy | XLE | -0.36% | 2.31% | 10.5% | 20.4% |
| Financial | XLF | -0.01% | -3.18% | -1.41% | -10.9% |
| Health Care | XLV | 4.41% | 6.77% | 9.70% | 16.5% |
| Industrial | XLI | -0.95% | -4.99% | 3.49% | 0.63% |
| Materials | XLB | 0.63% | -2.32% | 8.52% | 16.7% |
| Real Estate | XLRE | 0.95% | -3.73% | 2.09% | -2.84% |
| Technology | XLK | -0.27% | -4.35% | 6.74% | 3.62% |
| Utilities | XLU | -0.42% | -3.23% | -3.30% | -5.29% |
| Aerospace & Defense | XAR | 0.11% | -6.95% | -4.83% | -14.5% |
| Biotech | XBI | 8.70% | 0.37% | 25.5% | 24.6% |
| Homebuilder | XHB | 1.06% | -0.68% | 18.1% | 20.4% |
| Retail | XRT | 0.47% | -1.20% | 10.8% | 14.9% |