FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR)

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The chart shows the growth of an initial investment of $10,000 in FolioBeyond Alternative Income and Interest Rate Hedge ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) has returned 1.82% so far this year and 5.75% over the past 12 months.

Based on dividend-adjusted daily data since Oct 1, 2021, RISR's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, your investment would double in approximately 4.8 years.

Historically, 67% of months were positive and 33% were negative. The best month was Jan 2022 with a return of +13.5%, while the worst month was Jul 2022 at -5.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, RISR closed higher 52% of trading days. The best single day was Jan 19, 2022 with a return of +4.6%, while the worst single day was Aug 4, 2022 at -2.8%.

FolioBeyond Alternative Income and Interest Rate Hedge ETF has an annualized alpha of 16.35%, beta of -0.04, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since October 04, 2021.

• This ETF tended to rise when S&P 500 Index fell (downside capture of -122.95%), but participation in market rallies was also limited (-2.15%) — a profile typical of counter-cyclical assets.
• Beta of -0.04 may look defensive, but with R² of 0.00 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 0.00 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

RISR has a high expense ratio of 1.13%, indicating above-average management fees.

RISR ranks 50 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 FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) and compare them to a chosen benchmark (S&P 500 Index).

FolioBeyond Alternative Income and Interest Rate Hedge ETF provided a 5.93% dividend yield over the last twelve months, with an annual payout of $2.15 per share.

The table displays the monthly dividend distributions for FolioBeyond Alternative Income and Interest Rate Hedge 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 FolioBeyond Alternative Income and Interest Rate Hedge 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 FolioBeyond Alternative Income and Interest Rate Hedge ETF was 14.31%, occurring on Aug 16, 2022. Recovery took 149 trading sessions.

The current FolioBeyond Alternative Income and Interest Rate Hedge ETF drawdown is 0.33%.

The chart below shows the rolling one-month volatility.