Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTAI (Rareview Tax Advantaged Income ETF) | 1.83% | 9.64% | 6.83% | -0.94% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTAI (Rareview Tax Advantaged Income ETF) | 10/22/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 9.64 | 6.83 | -0.94 | NA | NA | NA | … | … | 1.83 | 5.53 | 7.20 | 4.31 | -22.55 | 10.62 | 5.13 |
| Sharpe Ratio | NA | 1.04 | 0.41 | -0.37 | NA | NA | NA | … | … | 0.22 | 0.32 | 0.45 | 0.06 | -1.99 | 1.89 | 5.53 |
| Standard Deviation(%) | NA | 6.70 | 8.76 | 9.36 | NA | NA | NA | … | … | 8.14 | 8.31 | 7.95 | 10.81 | 12.09 | 5.61 | 5.42 |
| Draw Down(%) | NA | 6.19 | 15.73 | 34.35 | NA | NA | NA | … | … | 6.19 | 8.87 | 6.67 | 18.28 | 29.76 | 4.52 | 2.12 |
| Yield(%) | 0.40 | 5.29 | 5.18 | 3.69 | 2.25 | 1.50 | 1.12 | … | … | 2.43 | 5.59 | 5.10 | 3.07 | 2.79 | 5.02 | 0.50 |
Data as of 06/05/2026, Common starting date is 10/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTAI (Rareview Tax Advantaged Income ETF) |
-5.95%
Apr 2021 – Apr 2024 |
-0.81%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTAI (Rareview Tax Advantaged Income ETF) |
9.30%
Oct 2022 – Oct 2025 |
0.56%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart