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Return Stacked Global Stocks & Bonds ETF (RSSB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Return Stacked

Inception Date

Dec 4, 2023

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
RSSB vs. RSST RSSB vs. NTSX RSSB vs. NTSI RSSB vs. UPRO RSSB vs. RSBT RSSB vs. VT RSSB vs. MAFIX RSSB vs. VTI RSSB vs. BLNDX RSSB vs. VWRA.L
Popular comparisons:
RSSB vs. RSST RSSB vs. NTSX RSSB vs. NTSI RSSB vs. UPRO RSSB vs. RSBT RSSB vs. VT RSSB vs. MAFIX RSSB vs. VTI RSSB vs. BLNDX RSSB vs. VWRA.L

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Return Stacked Global Stocks & Bonds ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
8.54%
12.53%
RSSB (Return Stacked Global Stocks & Bonds ETF)
Benchmark (^GSPC)

Returns By Period


RSSB

YTD

13.91%

1M

0.81%

6M

8.54%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

25.15%

1M

2.74%

6M

12.53%

1Y

30.93%

5Y (annualized)

13.79%

10Y (annualized)

11.18%

Monthly Returns

The table below presents the monthly returns of RSSB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.53%2.42%3.62%-6.47%5.23%2.75%3.71%2.76%3.31%-5.52%13.91%
20236.73%6.73%

Expense Ratio

RSSB features an expense ratio of 0.41%, falling within the medium range.


Expense ratio chart for RSSB: current value at 0.41% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
RSSB
^GSPC

There is not enough data available to calculate the Sharpe ratio for Return Stacked Global Stocks & Bonds ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.

Chart placeholderNot enough data

Dividends

Dividend History

Return Stacked Global Stocks & Bonds ETF provided a 0.53% dividend yield over the last twelve months, with an annual payout of $0.13 per share.


0.61%$0.00$0.02$0.04$0.06$0.08$0.10$0.122023
Dividends
Dividend Yield
PeriodTTM2023
Dividend$0.13$0.13

Dividend yield

0.53%0.61%

Monthly Dividends

The table displays the monthly dividend distributions for Return Stacked Global Stocks & Bonds ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.13$0.13

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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.22%
-0.53%
RSSB (Return Stacked Global Stocks & Bonds ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Return Stacked Global Stocks & Bonds 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 Return Stacked Global Stocks & Bonds ETF was 7.78%, occurring on Apr 19, 2024. Recovery took 18 trading sessions.

The current Return Stacked Global Stocks & Bonds ETF drawdown is 3.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-7.78%Apr 1, 202415Apr 19, 202418May 15, 202433
-6.36%Jul 17, 202416Aug 7, 20248Aug 19, 202424
-5.64%Sep 30, 202424Oct 31, 2024
-4.7%Dec 28, 202313Jan 17, 202425Feb 22, 202438
-3.25%May 16, 20249May 29, 20246Jun 6, 202415

Volatility

Volatility Chart

The current Return Stacked Global Stocks & Bonds ETF volatility is 3.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.64%
3.97%
RSSB (Return Stacked Global Stocks & Bonds ETF)
Benchmark (^GSPC)