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Inception Date
Dec 31, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$42M

Highlights

Avg. Volume (1M)
5K
Avg. Volume Value (1M)
$64.85K

Share Price Chart


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Performance

RILA Performance Chart

Indexperts Gorilla Aggressive Growth ETF (RILA) is up 2.3% since the beginning of the year. RILA is currently trading at $12 per share.


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Benchmark

Compare this symbol against anything

Returns By Period

Indexperts Gorilla Aggressive Growth ETF (RILA) has returned 2.32% so far this year and 6.94% over the past 12 months.


Indexperts Gorilla Aggressive Growth ETF

1D
1.37%
1M
-1.92%
6M
4.70%
YTD
2.32%
1Y
6.94%
3Y*
5Y*
10Y*
ALL TIME*
10.14%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RILA Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2025, RILA's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 47% of months were positive and 53% were negative. The best month was Apr 2026 with a return of +8.9%, while the worst month was Mar 2025 at -7.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.

On a daily basis, RILA closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 4, 2025 at -5.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.26%-2.58%-5.55%8.92%7.54%-0.40%-2.47%2.32%
20252.95%-1.81%-7.36%4.62%7.15%5.31%-0.01%0.64%4.36%1.25%-2.18%-1.07%13.77%

Benchmark Metrics

Indexperts Gorilla Aggressive Growth ETF has an annualized alpha of -6.42%, beta of 1.09, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since January 02, 2025.

  • This ETF participated in 110.11% of S&P 500 Index downside but only 78.54% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -6.42% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 1.09 and R2 of 0.86, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-6.42%
Beta
1.09
0.86
Upside Capture
78.54%
Downside Capture
110.11%

Expense Ratio

RILA has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

RILA ranks 18 for risk / return — above 18% of ETFs peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.


RILA Risk / Return Rank: 1818
Overall Rank
RILA Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
RILA Sortino Ratio Rank: 1818
Sortino Ratio Rank
RILA Omega Ratio Rank: 1717
Omega Ratio Rank
RILA Calmar Ratio Rank: 1717
Calmar Ratio Rank
RILA Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Indexperts Gorilla Aggressive Growth ETF (RILA) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RILABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.10

Sortino ratioReturn per unit of downside risk

-1.42

Omega ratioGain probability vs. loss probability

1.07

1.25

-0.19

Calmar ratioReturn relative to maximum drawdown

0.32

2.00

-1.68

Martin ratioReturn relative to average drawdown

0.92

8.49

-7.57

Dividends

Dividend History

Indexperts Gorilla Aggressive Growth ETF provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.01 per share.


0.08%$0.00$0.00$0.00$0.01$0.012025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.01$0.01

Dividend yield

0.11%0.08%

Monthly Dividends

The table displays the monthly dividend distributions for Indexperts Gorilla Aggressive Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.01
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Indexperts Gorilla Aggressive Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Indexperts Gorilla Aggressive Growth ETF was 19.99%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

The current Indexperts Gorilla Aggressive Growth ETF drawdown is 4.40%.


Drawdown

Fall

Recovery

Underwater

Related event

-19.99%Apr 2025
1mo 26d1mo 26d
3mo 22dFeb 2025 - Jun 2025
2025 selloff2025
-16.54%Mar 2026
5mo 2d2mo
7mo 2dOct 2025 - May 2026
-7.01%Jul 2026
1mo 27d
2mo 1dJun 2026 - now
-4.17%Oct 2025
17d17d
1mo 4dSep 2025 - Oct 2025
-2.85%Aug 2025
3d17d
20dJul 2025 - Aug 2025

Drawdown Indicators


RILABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.99%

-56.78%

+36.79%

Max Drawdown (1Y)

Largest decline over 1 year

-16.54%

-9.10%

-7.44%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-4.40%

-1.58%

-2.82%

Average Drawdown

Average peak-to-trough decline

-4.47%

-10.70%

+6.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.76%

2.14%

+3.62%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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