RSBTReturn Stacked Bonds & Managed Futures ETF
Seeks long-term capital appreciation.
By Return stacked ETFs · Launched 2023
Annual Cost
1.01%
#5,411 of 6,040 · expensive
Fund Size
$153M
#2,697 of 6,040 · mid-size
Return (1Y)
+16.8%
Track Record
3 years
#2,871 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,789+17.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 95.1% of fundconcentrated
State Street SPDR Portfolio Ag
75.0%
First American Government Obli
18.0%
N/AXBM6
0.3%
N/ANXM6
0.3%
N/ANQM6
0.3%
N/ACLM6
0.3%
N/AADM6
0.2%
N/AHOM6
0.2%
N/AESM6
0.2%
N/APTM6
0.2%
Asset allocation
Cash
102.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
Max drawdown
-23.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.13Below average
Sortino (3Y)
0.17Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio with 100% exposure to U.S. Treasury securities, Bond ETFs, and futures contracts on U.S. Treasury securities, alongside a Managed Futures strategy across commodities, currencies, equities, and fixed income. Aims for long-term capital appreciation through leveraged exposure to these asset classes.
- Inception date
- February 7, 2023
- Fund family
- Return stacked ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18