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RISN vs. IBD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RISN vs. IBD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire Tactical Balanced ESG ETF (RISN) and Inspire Corporate Bond Impact ETF (IBD). The values are adjusted to include any dividend payments, if applicable.

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RISN vs. IBD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
RISN
Inspire Tactical Balanced ESG ETF
-0.95%10.83%7.61%10.29%-18.06%22.47%7.73%
IBD
Inspire Corporate Bond Impact ETF
-0.47%7.70%3.58%6.00%-8.94%-1.89%1.39%

Returns By Period

In the year-to-date period, RISN achieves a -0.95% return, which is significantly lower than IBD's -0.47% return.


RISN

1D
1.83%
1M
-5.01%
YTD
-0.95%
6M
-3.30%
1Y
12.26%
3Y*
9.71%
5Y*
4.29%
10Y*

IBD

1D
0.37%
1M
-1.17%
YTD
-0.47%
6M
0.89%
1Y
4.80%
3Y*
4.81%
5Y*
1.44%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RISN vs. IBD - Expense Ratio Comparison

RISN has a 0.82% expense ratio, which is higher than IBD's 0.49% expense ratio.


Return for Risk

RISN vs. IBD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RISN
RISN Risk / Return Rank: 4848
Overall Rank
RISN Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
RISN Sortino Ratio Rank: 4646
Sortino Ratio Rank
RISN Omega Ratio Rank: 4040
Omega Ratio Rank
RISN Calmar Ratio Rank: 5353
Calmar Ratio Rank
RISN Martin Ratio Rank: 5555
Martin Ratio Rank

IBD
IBD Risk / Return Rank: 5959
Overall Rank
IBD Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IBD Sortino Ratio Rank: 5151
Sortino Ratio Rank
IBD Omega Ratio Rank: 4545
Omega Ratio Rank
IBD Calmar Ratio Rank: 7676
Calmar Ratio Rank
IBD Martin Ratio Rank: 7070
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.

RISN vs. IBD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire Tactical Balanced ESG ETF (RISN) and Inspire Corporate Bond Impact ETF (IBD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


RISNIBDDifference

Sharpe ratio

Return per unit of total volatility

0.82

0.96

-0.14

Sortino ratio

Return per unit of downside risk

1.24

1.35

-0.11

Omega ratio

Gain probability vs. loss probability

1.16

1.18

-0.02

Calmar ratio

Return relative to maximum drawdown

1.35

1.97

-0.62

Martin ratio

Return relative to average drawdown

5.35

7.07

-1.73

RISN vs. IBD - Sharpe Ratio Comparison

The current RISN Sharpe Ratio is 0.82, which is comparable to the IBD Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of RISN and IBD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RISNIBDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

0.96

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.26

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.31

+0.24

Correlation

The correlation between RISN and IBD is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RISN vs. IBD - Dividend Comparison

RISN's dividend yield for the trailing twelve months is around 1.11%, less than IBD's 4.26% yield.


TTM202520242023202220212020201920182017
RISN
Inspire Tactical Balanced ESG ETF
1.11%0.98%1.39%2.05%1.27%9.74%4.71%0.00%0.00%0.00%
IBD
Inspire Corporate Bond Impact ETF
4.26%4.17%4.18%3.39%1.75%1.36%1.63%2.47%2.06%0.82%

Drawdowns

RISN vs. IBD - Drawdown Comparison

The maximum RISN drawdown since its inception was -21.88%, which is greater than IBD's maximum drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for RISN and IBD.


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Drawdown Indicators


RISNIBDDifference

Max Drawdown

Largest peak-to-trough decline

-21.88%

-16.30%

-5.58%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-2.55%

-6.73%

Max Drawdown (5Y)

Largest decline over 5 years

-21.88%

-14.76%

-7.12%

Current Drawdown

Current decline from peak

-5.73%

-1.32%

-4.41%

Average Drawdown

Average peak-to-trough decline

-7.67%

-3.41%

-4.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

0.71%

+1.64%

Volatility

RISN vs. IBD - Volatility Comparison

Inspire Tactical Balanced ESG ETF (RISN) has a higher volatility of 4.23% compared to Inspire Corporate Bond Impact ETF (IBD) at 1.44%. This indicates that RISN's price experiences larger fluctuations and is considered to be riskier than IBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RISNIBDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.23%

1.44%

+2.79%

Volatility (6M)

Calculated over the trailing 6-month period

9.32%

2.99%

+6.33%

Volatility (1Y)

Calculated over the trailing 1-year period

15.09%

5.02%

+10.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.14%

5.59%

+5.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.31%

6.76%

+4.55%