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Inspire Tactical Balanced ESG ETF (RISN)

ETF · Currency in USD · Last updated Sep 30, 2023

RISN is an actively managed ETF by Inspire. RISN launched on Jul 15, 2020 and has a 0.82% expense ratio.

Summary

ETF Info

IssuerInspire
Inception DateJul 15, 2020
RegionNorth America (U.S.)
CategoryDiversified Portfolio, Actively Managed
Index TrackedNo Index (Active)
Asset ClassMulti-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The Inspire Tactical Balanced ESG ETF has a high expense ratio of 0.82%, indicating higher-than-average management fees.


0.82%
0.00%2.15%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in Inspire Tactical Balanced ESG ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-2.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%MayJuneJulyAugustSeptember
1.68%
3.96%
RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with RISN

Inspire Tactical Balanced ESG ETF

Return

Inspire Tactical Balanced ESG ETF had a return of 0.21% year-to-date (YTD) and 1.02% in the last 12 months.


PeriodReturnBenchmark
1 month-3.40%-4.87%
6 months1.57%4.35%
Year-To-Date0.21%11.68%
1 year1.02%19.59%
5 years (annualized)2.49%9.40%
10 years (annualized)N/AN/A

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-1.05%0.19%-1.36%7.03%1.66%-2.23%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Inspire Tactical Balanced ESG ETF (RISN) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
RISN
Inspire Tactical Balanced ESG ETF
0.11
^GSPC
S&P 500
0.89

Sharpe Ratio

The current Inspire Tactical Balanced ESG ETF Sharpe ratio is 0.11. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-2.00-1.50-1.00-0.500.000.501.001.50MayJuneJulyAugustSeptember
0.11
0.89
RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (^GSPC)

Dividend History

Inspire Tactical Balanced ESG ETF granted a 2.70% dividend yield in the last twelve months. The annual payout for that period amounted to $0.61 per share.


PeriodTTM202220212020
Dividend$0.61$0.29$2.75$1.21

Dividend yield

2.70%1.29%9.91%5.33%

Monthly Dividends

The table displays the monthly dividend distributions for Inspire Tactical Balanced ESG ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.23
2021$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$2.62
2020$0.03$0.00$0.00$1.18

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%MayJuneJulyAugustSeptember
-18.07%
-10.60%
RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Inspire Tactical Balanced ESG ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Inspire Tactical Balanced ESG ETF is 21.29%, recorded on Mar 17, 2023. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.29%Dec 31, 2021304Mar 17, 2023
-6.74%Sep 3, 202039Oct 28, 202026Dec 4, 202065
-6.55%Sep 7, 202120Oct 4, 202123Nov 4, 202143
-5.21%Feb 16, 202113Mar 4, 20217Mar 15, 202120
-4.57%Nov 10, 202115Dec 1, 202120Dec 30, 202135

Volatility Chart

The current Inspire Tactical Balanced ESG ETF volatility is 2.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%MayJuneJulyAugustSeptember
2.71%
3.17%
RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (^GSPC)