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

ETF Info

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

Expense Ratio

RSSB has an expense ratio of 0.41%, placing it in the medium range.


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.


Performance

Performance Chart


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S&P 500

Returns By Period

Return Stacked Global Stocks & Bonds ETF (RSSB) returned 6.56% year-to-date (YTD) and 12.40% over the past 12 months.


RSSB

YTD

6.56%

1M

5.74%

6M

2.56%

1Y

12.40%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.68%

1M

7.17%

6M

-1.66%

1Y

11.63%

3Y*

12.51%

5Y*

14.34%

10Y*

10.88%

*Annualized

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
20253.44%1.46%-3.94%0.77%4.89%6.56%
2024-0.53%2.42%3.62%-6.46%5.23%2.75%3.71%2.76%3.31%-5.52%4.94%-5.02%10.69%
20236.73%6.73%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RSSB is 69, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of RSSB is 6969
Overall Rank
The Sharpe Ratio Rank of RSSB is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of RSSB is 6767
Sortino Ratio Rank
The Omega Ratio Rank of RSSB is 6767
Omega Ratio Rank
The Calmar Ratio Rank of RSSB is 7474
Calmar Ratio Rank
The Martin Ratio Rank of RSSB is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Return Stacked Global Stocks & Bonds ETF Sharpe ratios as of May 28, 2025 (values are recalculated daily):

  • 1-Year: 0.67
  • All Time: 0.98

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Return Stacked Global Stocks & Bonds ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Return Stacked Global Stocks & Bonds ETF provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.29 per share.


0.60%0.70%0.80%0.90%1.00%1.10%1.20%1.30%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$0.29$0.29$0.13

Dividend yield

1.18%1.26%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
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
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.


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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 16.09%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.

The current Return Stacked Global Stocks & Bonds ETF drawdown is 0.14%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.09%Dec 9, 202482Apr 8, 202527May 16, 2025109
-7.78%Apr 1, 202415Apr 19, 202418May 15, 202433
-6.36%Jul 17, 202416Aug 7, 20248Aug 19, 202424
-5.64%Sep 30, 202424Oct 31, 202425Dec 6, 202449
-4.7%Dec 28, 202313Jan 17, 202425Feb 22, 202438
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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