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RISR vs. ^TNX
Performance
Return for Risk
Drawdowns
Volatility

Performance

RISR vs. ^TNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) and Cboe 10-Year Treasury Note Yield Index (^TNX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RISR achieves a 2.95% return, which is significantly lower than ^TNX's 5.50% return.


RISR

1D
0.11%
1M
0.61%
YTD
2.95%
6M
3.46%
1Y
4.31%
3Y*
11.26%
5Y*
10Y*

^TNX

1D
-1.33%
1M
-2.25%
YTD
5.50%
6M
6.19%
1Y
2.31%
3Y*
5.70%
5Y*
23.38%
10Y*
11.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RISR vs. ^TNX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RISR
FolioBeyond Alternative Income and Interest Rate Hedge ETF
2.95%4.63%24.20%7.02%31.98%-0.04%
^TNX
Cboe 10-Year Treasury Note Yield Index
5.50%-8.97%18.29%-0.34%156.55%-1.11%

Correlation

The correlation between RISR and ^TNX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Oct 1, 2021

0.51

The correlation between RISR and ^TNX shifts across timeframes, from 0.36 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RISR vs. ^TNX — Risk / Return Rank

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

RISR
RISR Risk / Return Rank: 2727
Overall Rank
RISR Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
RISR Sortino Ratio Rank: 2323
Sortino Ratio Rank
RISR Omega Ratio Rank: 2222
Omega Ratio Rank
RISR Calmar Ratio Rank: 3737
Calmar Ratio Rank
RISR Martin Ratio Rank: 3030
Martin Ratio Rank

^TNX
^TNX Risk / Return Rank: 1717
Overall Rank
^TNX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
^TNX Sortino Ratio Rank: 1717
Sortino Ratio Rank
^TNX Omega Ratio Rank: 1616
Omega Ratio Rank
^TNX Calmar Ratio Rank: 1616
Calmar Ratio Rank
^TNX Martin Ratio Rank: 1515
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.

RISR vs. ^TNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) and Cboe 10-Year Treasury Note Yield Index (^TNX). 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.

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.


RISR^TNXDifference
Sharpe ratioReturn per unit of total volatility

+0.65

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.14

1.04

+0.11

Calmar ratioReturn relative to maximum drawdown

1.66

0.20

+1.47

Martin ratioReturn relative to average drawdown

3.92

0.35

+3.56

RISR vs. ^TNX - Sharpe Ratio Comparison

The current RISR Sharpe Ratio is 0.80, which is higher than the ^TNX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of RISR and ^TNX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RISR vs. ^TNX - Drawdown Comparison

The maximum RISR drawdown since its inception was -14.31%, smaller than the maximum ^TNX drawdown of -96.85%. Use the drawdown chart below to compare losses from any high point for RISR and ^TNX.


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Drawdown Indicators


RISR^TNXDifference

Max Drawdown

Largest peak-to-trough decline

-14.31%

-96.85%

+82.54%

Max Drawdown (1Y)

Largest decline over 1 year

-2.61%

-11.94%

+9.33%

Max Drawdown (3Y)

Largest decline over 3 years

-8.07%

-27.41%

+19.34%

Max Drawdown (5Y)

Largest decline over 5 years

-27.41%

Max Drawdown (10Y)

Largest decline over 10 years

-84.57%

Current Drawdown

Current decline from peak

-0.55%

-72.27%

+71.72%

Average Drawdown

Average peak-to-trough decline

-2.16%

-55.01%

+52.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.10%

6.59%

-5.49%

Volatility

RISR vs. ^TNX - Volatility Comparison

The current volatility for FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) is 1.19%, while Cboe 10-Year Treasury Note Yield Index (^TNX) has a volatility of 3.61%. This indicates that RISR experiences smaller price fluctuations and is considered to be less risky than ^TNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RISR^TNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.19%

3.61%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

3.99%

10.77%

-6.78%

Volatility (1Y)

Calculated over the trailing 1-year period

5.41%

15.15%

-9.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.78%

32.20%

-20.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.78%

47.88%

-36.10%

Frequently Asked Questions


RISR and ^TNX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^TNX has higher volatility (3.61%) compared to RISR (1.19%). In terms of maximum drawdown, RISR dropped -14.31% vs ^TNX's -96.85%.

RISR currently has the higher Sharpe Ratio (0.80 vs 0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for RISR and ^TNX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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