RSSBReturn Stacked Global Stocks & Bonds ETF
Seeks long-term capital appreciation.
By Return stacked ETFs · Launched 2023
Annual Cost
0.39%
#1,911 of 5,854 · low cost
Fund Size
$504M
#1,579 of 5,854 · large
Return (1Y)Goal
+21.9%
Track Record
2 years
#3,233 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,261+22.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 8 holdings = 95.6% of fund✓ diversified through underlying funds
State Street SPDR Portfolio S&
53.4%
Vanguard Total International S
37.1%
First American Government Obli
6.6%
N/AESM6
0.6%
N/ATUM6
-0.2%
N/AFVM6
-0.4%
N/ATYM6
-0.6%
N/AUSM6
-1.0%
Asset allocation
Bonds
100.1%
Stocks
98.2%
Other
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.0%Moderate
Year-on-year price swings
Max drawdown
-16.2%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
100.1%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in large-capitalization global equity securities and U.S. Treasury futures. Uses leverage to stack returns from global equities and U.S. Treasury strategies, investing at least 80% of net assets in global equity securities and ETFs.
- Inception date
- December 4, 2023
- Fund family
- Return stacked ETFs
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Data updated on 2026-08-03