Return Stacked Global Stocks & Bonds ETF (RSSB)
RSSB is an actively managed ETF by Return Stacked. RSSB launched on Dec 4, 2023 and has a 0.41% expense ratio.
ETF Info
| Issuer | Return Stacked |
|---|---|
| Inception Date | Dec 4, 2023 |
| Category | Global Allocation |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
RSSB features an expense ratio of 0.41%, falling within 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.
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.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.34% | 25.70% |
| 1 month | 0.29% | 3.51% |
| 6 months | 11.38% | 14.80% |
| 1 year | N/A | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.53% | 2.42% | 3.62% | -6.47% | 5.23% | 2.75% | 3.71% | 2.76% | 3.31% | -5.52% | 15.34% | ||
| 2023 | 6.73% | 6.73% |
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.
Not enough dataDividends
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.
| Period | TTM | 2023 |
|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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 2.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.78% | Apr 1, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -6.36% | Jul 17, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
| -5.64% | Sep 30, 2024 | 24 | Oct 31, 2024 | — | — | — |
| -4.7% | Dec 28, 2023 | 13 | Jan 17, 2024 | 25 | Feb 22, 2024 | 38 |
| -3.25% | May 16, 2024 | 9 | May 29, 2024 | 6 | Jun 6, 2024 | 15 |
Volatility
Volatility Chart
The current Return Stacked Global Stocks & Bonds ETF volatility is 3.74%, 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.