Inspire Tactical Balanced ESG ETF (RISN)

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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.

Inspire Tactical Balanced ESG ETF (RISN) has returned -0.95% so far this year and 12.26% over the past 12 months.

Based on dividend-adjusted daily data since Jul 16, 2020, RISN's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, your investment would double in approximately 10.5 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2023 with a return of +7.5%, while the worst month was Jan 2022 at -9.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 9 months.

On a daily basis, RISN closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +5.4%, while the worst single day was Apr 3, 2025 at -5.0%.

Inspire Tactical Balanced ESG ETF has an annualized alpha of 0.11%, beta of 0.47, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since July 17, 2020.

• This ETF participated in 73.39% of S&P 500 Index downside but only 54.51% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.47 may look defensive, but with R² of 0.49 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.49 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

RISN has an expense ratio of 0.82%, placing it in the medium range.

RISN ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Inspire Tactical Balanced ESG ETF (RISN) and compare them to a chosen benchmark (S&P 500 Index).

Inspire Tactical Balanced ESG ETF provided a 1.11% dividend yield over the last twelve months, with an annual payout of $0.32 per share.

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.

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.

The table below displays the maximum drawdowns of the Inspire Tactical Balanced ESG 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 Inspire Tactical Balanced ESG ETF was 21.88%, occurring on Oct 27, 2023. Recovery took 258 trading sessions.

The current Inspire Tactical Balanced ESG ETF drawdown is 5.73%.

The chart below shows the rolling one-month volatility.