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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

Share Price Chart


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Performance

RSEE Performance Chart

Rareview Systematic Equity ETF (RSEE) is up 16.0% since the beginning of the year. RSEE is currently trading at $40 per share.


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S&P 500 Index

Returns By Period

Rareview Systematic Equity ETF (RSEE) has returned 16.01% so far this year and 38.14% over the past 12 months.


Rareview Systematic Equity ETF

1D
-0.19%
1M
2.50%
YTD
16.01%
6M
15.56%
1Y
38.14%
3Y*
19.12%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*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 +0.06%, while the average monthly return is +1.17%. At this rate, an investment would double in approximately 5.0 years.

Historically, 63% of months were positive and 37% 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%0.14%16.01%
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 2.81%, 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 (83.69%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 2.81% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • 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
2.81%
Beta
0.93
0.71
Upside Capture
91.84%
Downside Capture
83.69%

Expense Ratio

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


Return for Risk

Risk / Return Rank

RSEE ranks 63 for risk / return — better than 63% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


RSEE Risk / Return Rank: 6363
Overall Rank
RSEE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
RSEE Sortino Ratio Rank: 6060
Sortino Ratio Rank
RSEE Omega Ratio Rank: 6161
Omega Ratio Rank
RSEE Calmar Ratio Rank: 6262
Calmar Ratio Rank
RSEE Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by 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

+0.03

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.36

1.37

-0.01

Calmar ratioReturn relative to maximum drawdown

2.97

2.78

+0.19

Martin ratioReturn relative to average drawdown

12.03

12.44

-0.41

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
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 0.90%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-21.60%Apr 2025
1mo 18d2mo 23d
4mo 11dFeb 2025 - Jun 2025
2023 correction2023
-15.83%Nov 2023
3mo 10d4mo 13d
7mo 23dAug 2023 - Mar 2024
2026 correction2026
-12.89%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
2023 correction2023
-10.17%Mar 2023
1mo 10d2mo 29d
4mo 9dFeb 2023 - Jun 2023
2024 correction2024
-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

-0.90%

-1.80%

+0.90%

Average Drawdown

Average peak-to-trough decline

-3.77%

-10.71%

+6.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

2.03%

+1.15%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with RSEE

Add Rareview Systematic Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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