- Issuer
- Inspire
- Inception Date
- Jul 15, 2020
- Region
- North America (U.S.)
- Category
- Diversified Portfolio
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $71M
Highlights
- Avg. Volume (1M)
- 11K
- Avg. Volume Value (1M)
- $351.17K
Share Price Chart
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Performance
RISN Performance Chart
Inspire Tactical Balanced ESG ETF (RISN) is up 6.6% since the beginning of the year. RISN is currently trading at $31 per share. Investors who bought $1,000 worth of RISN shares 5 years ago would now be looking at an investment worth $1,208.
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Returns By Period
Inspire Tactical Balanced ESG ETF (RISN) has returned 6.63% so far this year and 11.95% over the past 12 months.
Inspire Tactical Balanced ESG ETF
- 1D
- 0.42%
- 1M
- -1.11%
- 6M
- 3.36%
- YTD
- 6.63%
- 1Y
- 11.95%
- 3Y*
- 9.80%
- 5Y*
- 3.85%
- 10Y*
- —
- ALL TIME*
- 7.17%
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%
RISN Monthly Returns History
Based on dividend-adjusted daily data since Jul 16, 2020, RISN's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, an investment would double in approximately 9.2 years.
Historically, 56% of months were positive and 44% 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 52% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.17% | 1.07% | -5.01% | 4.62% | 2.02% | 0.63% | 0.23% | 6.63% | |||||
| 2025 | 1.45% | -1.33% | -2.31% | -0.93% | 4.02% | 3.37% | 1.85% | 2.57% | 4.32% | -0.14% | -1.17% | -1.08% | 10.83% |
| 2024 | -0.85% | 5.78% | 2.75% | -4.74% | 0.65% | 0.43% | 4.01% | 0.62% | 0.74% | -0.94% | 5.77% | -6.13% | 7.61% |
| 2023 | 1.20% | -1.47% | -1.05% | 0.19% | -1.36% | 7.03% | 1.66% | -2.23% | -3.40% | -3.33% | 7.53% | 5.88% | 10.29% |
| 2022 | -9.80% | -0.87% | -0.44% | -3.50% | -1.19% | -0.95% | -0.08% | -1.79% | -1.47% | 0.85% | 0.19% | -0.22% | -18.06% |
| 2021 | -0.70% | 2.16% | 3.52% | 3.41% | 2.18% | 2.39% | 2.57% | 2.88% | -5.38% | 5.56% | -1.56% | 3.90% | 22.47% |
Benchmark Metrics
Inspire Tactical Balanced ESG ETF has an annualized alpha of 0.37%, beta of 0.47, and R2 of 0.47 versus S&P 500 Index. Calculated based on daily prices since July 16, 2020.
- This ETF participated in 71.48% of S&P 500 Index downside but only 53.11% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.47 may look defensive, but with R2 of 0.47 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 0.47 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 0.37%
- Beta
- 0.47
- R²
- 0.47
- Upside Capture
- 53.11%
- Downside Capture
- 71.48%
Expense Ratio
RISN has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
RISN ranks 38 for risk / return — above 38% of ETFs peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Inspire Tactical Balanced ESG ETF (RISN) 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.
| RISN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.00 | -0.46 |
| Martin ratioReturn relative to average drawdown | 5.01 | 8.49 | -3.49 |
Dividends
Dividend History
Inspire Tactical Balanced ESG ETF provided a 1.16% dividend yield over the last twelve months, with an annual payout of $0.36 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.28 | $0.37 | $0.51 | $0.29 | $2.78 | $1.21 |
Dividend yield | 1.16% | 0.98% | 1.39% | 2.05% | 1.27% | 9.74% | 4.71% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.17 | |||||
| 2025 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.07 | $0.28 |
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.37 |
| 2023 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.51 |
| 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 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $2.65 | $2.78 |
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 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 2.38%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-21.88%Oct 2023 | 1y 10mo | 1y 11d | 2y 10moDec 2021 - Nov 2024 | — |
-16.37%Apr 2025 | 4mo 13d | 3mo 18d | 8mo 1dNov 2024 - Jul 2025 | 2025 selloff2025 |
-7.42%Mar 2026 | 25d | 2mo | 2mo 25dMar 2026 - May 2026 | — |
-6.74%Oct 2020 | 1mo 25d | 1mo 7d | 3mo 2dSep 2020 - Dec 2020 | — |
-6.55%Oct 2021 | 27d | 1mo 1d | 1mo 28dSep 2021 - Nov 2021 | — |
Drawdown Indicators
| RISN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.88% | -56.78% | +34.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.42% | -9.10% | +1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -16.37% | -18.90% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -25.43% | +3.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.38% | -1.58% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -10.70% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.14% | +0.14% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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