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Issuer
Rareview
Inception Date
Jan 20, 2022
Region
Global (Broad)
Category
Long-Short
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$59M

Highlights

Avg. Volume (1M)
6K
Avg. Volume Value (1M)
$233.55K

Share Price Chart


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Performance

RSEE Performance Chart

Rareview Systematic Equity ETF (RSEE) is up 10.7% since the beginning of the year. RSEE is currently trading at $38 per share.


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Benchmark

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Returns By Period

Rareview Systematic Equity ETF (RSEE) has returned 10.69% so far this year and 25.89% over the past 12 months.


Rareview Systematic Equity ETF

1D
0.29%
1M
-2.61%
6M
6.73%
YTD
10.69%
1Y
25.89%
3Y*
14.53%
5Y*
10Y*
ALL TIME*
12.44%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSEE Monthly Returns History

Based on dividend-adjusted daily data since Jan 21, 2022, RSEE's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, an investment would double in approximately 5.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +13.5%, while the worst month was Mar 2026 at -9.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, RSEE closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +12.3%, while the worst single day was Apr 4, 2025 at -7.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.71%1.71%-9.62%13.47%7.08%-0.31%-4.15%10.69%
20253.01%-1.47%-4.56%-3.51%7.69%5.89%1.01%3.47%4.52%3.07%-0.36%0.82%20.54%
2024-1.41%5.63%2.27%-2.11%5.50%2.37%3.67%1.10%2.80%-3.15%4.89%-3.83%18.54%
20236.82%-4.28%2.42%1.02%-3.02%8.71%4.89%-5.24%-6.24%-3.85%2.53%7.58%10.21%
2022-1.23%-0.34%2.48%-3.29%2.98%-4.82%2.99%-1.45%1.22%2.34%2.94%-5.79%-2.49%

Benchmark Metrics

Rareview Systematic Equity ETF has an annualized alpha of 1.56%, beta of 0.93, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since January 21, 2022.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.84%) than losses (89.00%) - typical of diversified or defensive assets.
  • With beta of 0.93 and R2 of 0.71, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.56%
Beta
0.93
0.71
Upside Capture
91.84%
Downside Capture
89.00%

Expense Ratio

RSEE has a high expense ratio of 1.27%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

RSEE ranks 51 for risk / return — above 51% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.


RSEE Risk / Return Rank: 5151
Overall Rank
RSEE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
RSEE Sortino Ratio Rank: 4848
Sortino Ratio Rank
RSEE Omega Ratio Rank: 4747
Omega Ratio Rank
RSEE Calmar Ratio Rank: 5151
Calmar Ratio Rank
RSEE Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Rareview Systematic Equity ETF (RSEE) 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.


RSEEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.18

Sortino ratioReturn per unit of downside risk

-0.22

Omega ratioGain probability vs. loss probability

1.22

1.25

-0.03

Calmar ratioReturn relative to maximum drawdown

1.87

2.00

-0.14

Martin ratioReturn relative to average drawdown

7.00

8.49

-1.49

Dividends

Dividend History

Rareview Systematic Equity ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.00$2.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.00$0.08$2.57$0.22$0.47

Dividend yield

0.00%0.24%9.02%0.84%1.97%

Monthly Dividends

The table displays the monthly dividend distributions for Rareview Systematic Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.08
2024$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$2.39$2.57
2023$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.15$0.22
2022$0.47$0.47

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 Rareview Systematic Equity 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 Rareview Systematic Equity ETF was 21.60%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

The current Rareview Systematic Equity ETF drawdown is 5.44%.


Drawdown

Fall

Recovery

Underwater

Related event

-21.60%Apr 2025
1mo 18d2mo 23d
4mo 11dFeb 2025 - Jun 2025
2025 selloff2025
-15.83%Nov 2023
3mo 10d4mo 13d
7mo 23dAug 2023 - Mar 2024
-12.89%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
-10.17%Mar 2023
1mo 10d2mo 29d
4mo 9dFeb 2023 - Jun 2023
-10.05%Aug 2024
19d18d
1mo 7dJul 2024 - Aug 2024

Drawdown Indicators


RSEEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-21.60%

-56.78%

+35.18%

Max Drawdown (1Y)

Largest decline over 1 year

-12.89%

-9.10%

-3.79%

Max Drawdown (3Y)

Largest decline over 3 years

-21.60%

-18.90%

-2.70%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.44%

-1.58%

-3.86%

Average Drawdown

Average peak-to-trough decline

-3.77%

-10.70%

+6.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.43%

2.14%

+1.29%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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