RSSBReturn Stacked Global Stocks & Bonds ETF

Take a bet2y track recordRanked #36 of 775 in this goal

Seeks long-term capital appreciation.

By Return stacked ETFs · Launched 2023

Annual Cost

0.39%

#1,958 of 5,562 · average

Fund Size

$504M

#1,559 of 5,562 · large

Return (1Y)Goal

+27.7%

Track Record

2 years

#3,314 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,838+28.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 8 holdings = 96.4% of fund✓ diversified through underlying funds

State Street SPDR Portfolio S&

53.5%

Vanguard Total International S

37.0%

First American Government Obli

6.4%

N/AESH6

0.0%

N/ATUH6

-0.0%

N/AFVH6

-0.1%

N/ATYH6

-0.2%

N/AUSH6

-0.2%

Asset allocation

Stocks

99.0%

Bonds

98.9%

Other

1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.1%Moderate

Year-on-year price swings

Max drawdown

-16.1%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

98.9%

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed, invests primarily in large-cap global equities and global equity ETFs, alongside U.S. Treasury futures for bond market exposure. Uses leverage to combine returns from global equities and U.S. Treasury strategies.
Inception date: December 4, 2023
Fund family: Return stacked ETFs