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RSSTReturn Stacked U.S. Stocks & Managed Futures ETF

Diversifier2y track recordRanked #98 of 266 in this goal

Seeks long-term capital appreciation.

By Return stacked ETFs · Launched 2023

Annual Cost

0.99%

#5,127 of 5,861 · expensive

Fund Size

$468M

#1,648 of 5,861 · large

Return (1Y)Goal

+40.9%

Track Record

2 years

#3,062 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,114+41.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 93.6% of fundconcentrated

State Street SPDR Portfolio S&
74.1%
First American Government Obli
16.0%
N/AESM6
1.6%
N/AXBM6
0.3%
N/ANXM6
0.3%
N/ACLM6
0.3%
N/ANQM6
0.3%
N/AHOM6
0.2%
N/AADM6
0.2%
N/A
0.2%

Asset allocation

Stocks
157.1%
Cash
56.9%
Other
25.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
23.3%High

Year-on-year price swings

Max drawdown
-30.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of large-capitalization U.S. equities and employs a Managed Futures strategy using leverage to stack returns. Invests primarily in U.S. equity securities and futures across multiple asset classes, targeting long-term capital appreciation.
Inception date
September 5, 2023
Fund family
Return stacked ETFs

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Data updated on 2026-08-04