RISNInspire Capital Appreciation ETF
Diversifier#94 of 228 for Diversifier
The Inspire Capital Appreciation ETF (the "Fund") seeks to provide capital appreciation with lower volatility than the US large cap stock market over the long-term.
Inspire · Since 2020 (5 years)
Annual Cost
0.72%
#3390 out of 5,332 ETFs
Fund Size
$82M
#2917 out of 5,332 ETFs
Dividend Yield
1.11%
Track Record
5 years
#2198 out of 5,332 ETFs
Performance
1 Year
+17.8%
3 Years
+11.8%
5 Years
+4.4%
What's inside
Asset class
Region
Strategy
active selection
Focus
Faith BasedESG
Asset allocation
Stocks
79.1%
Bonds
20.4%
Cash
0.6%
Sector breakdown
Industrials
30.8%
Technology
25.8%
Consumer Cyclical
14.9%
Energy
10.4%
Healthcare
6.3%
Communication
4.3%
Consumer Defensive
3.9%
Financial Services
3.6%
Top holdings
Schwab Short-Term US Treasury ETF™SCHO20.4%
Texas Pacific Land CorpTPL4.8%
Ubiquiti IncUI4.3%
Old Dominion Freight Line Inc Ordinary SharesODFL3.8%
Hess Midstream LP Class AHESM3.5%
Sirius XM Holdings IncSIRI3.4%
Landstar System IncLSTR3.3%
Fastenal CoFAST3.3%
Grand Canyon Education IncLOPE3.1%
Fortinet IncFTNT3.1%
Risk profile
Volatility (1Y)
12.3%
Moderate
Max drawdown
-21.9%
Worst peak-to-trough loss
Sharpe (3Y)
0.67
Decent risk-adjusted returns
Sortino (3Y)
0.98
Moderate downside risk
Bond profile
Duration
3.1 years
Avg maturity
9.9 years
Credit ratings
US Government
20.4%
AAA
0.2%
AA
99.8%
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Data updated on 2026-05-05