PortfoliosLab logo

Inspire Tactical Balanced ESG ETF (RISN)

ETF · Currency in USD
Issuer
Inspire
Inception Date
Jul 15, 2020
Region
North America (U.S.)
Category
Diversified Portfolio
Expense Ratio
0.82%
Index Tracked
No Index (Active)
Asset Class
Multi-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

RISNPrice Chart


Chart placeholderClick Calculate to get results

RISNPerformance

The chart shows the growth of $10,000 invested in Inspire Tactical Balanced ESG ETF on Jul 17, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,851 for a total return of roughly 8.51%. All prices are adjusted for splits and dividends.


RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (S&P 500)

RISNReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-9.81%-7.73%
1M-7.31%-5.40%
6M-3.98%0.70%
1Y7.69%14.18%
5Y5.52%22.88%
10Y5.52%22.88%

RISNMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

RISNSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Inspire Tactical Balanced ESG ETF Sharpe ratio is 0.98. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (S&P 500)

RISNDividends

Inspire Tactical Balanced ESG ETF granted a 10.67% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $2.75 per share.


PeriodTTM20212020
Dividend$2.75$2.75$1.21

Dividend yield

10.67%9.62%5.18%

RISNDrawdowns Chart

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


RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (S&P 500)

RISNWorst 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 10.00%, recorded on Jan 21, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10%Dec 31, 202115Jan 21, 2022
-8.55%Jul 17, 202073Oct 28, 202049Jan 8, 2021122
-6.54%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
-3.63%May 10, 20213May 12, 202111May 27, 202114
-3.15%Jan 21, 20215Jan 27, 20218Feb 8, 202113
-2.37%Jul 13, 20215Jul 19, 20217Jul 28, 202112
-1.97%Jun 14, 20215Jun 18, 20216Jun 28, 202111
-1.45%Mar 16, 20216Mar 23, 20213Mar 26, 20219

RISNVolatility Chart

Current Inspire Tactical Balanced ESG ETF volatility is 16.11%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


RISN (Inspire Tactical Balanced ESG ETF)
Benchmark (S&P 500)

Portfolios with Inspire Tactical Balanced ESG ETF


Loading data...

More Tools for Inspire Tactical Balanced ESG ETF