RSBYReturn Stacked Bonds & Futures Yield ETF
Seeks long-term capital appreciation.
By Return stacked ETFs · Launched 2024
Annual Cost
1.01%
#5,411 of 6,040 · expensive
Fund Size
$56M
#3,642 of 6,040 · mid-size
Return (1Y)
+10.8%
Track Record
2 years
#3,672 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,158+11.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 94.5% of fundconcentrated
State Street SPDR Portfolio Ag
73.9%
First American Government Obli
16.9%
N/AXBM6
1.0%
N/ABPM6
0.6%
N/AHOM6
0.5%
N/A
0.4%
N/AADM6
0.4%
N/ACLM6
0.3%
N/A
0.3%
N/AHGN6
0.2%
Asset allocation
Bonds
206.6%
Other
34.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.3%Moderate
Year-on-year price swings
Max drawdown
-23.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Credit ratings
US Government
172.8%
AAA
3.4%
AA
73.5%
A
11.6%
BBB
11.5%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio investing in U.S. Treasury securities, bond ETFs, and futures contracts on U.S. Treasury securities, alongside a Futures Yield strategy across commodities, currencies, equities, and fixed income. Targets 100% exposure to both strategies for long-term capital appreciation.
- Inception date
- August 20, 2024
- Fund family
- Return stacked ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save RSBY to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18