RSSXReturn Stacked U.S. Stocks & Gold/Bitcoin ETF

Take a bet1y track recordRanked #290 of 775 in this goal

Seeks long-term capital appreciation.

By Return stacked ETFs · Launched 2025

Annual Cost

0.67%

#3,391 of 5,562 · average

Fund Size

$69M

#3,277 of 5,562 · mid-size

Return (1Y)Goal

+20.8%

Track Record

1 year

#4,416 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,185+21.8%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 6 holdings = 94.1% of fundconcentrated

iShares Core S&P 500 ETF

77.5%

iShares Bitcoin Trust ETF

13.1%

First American Government Obli

8.5%

N/AHWAH6

0.1%

N/ABMRG6

-1.1%

N/AMGCJ6

-3.9%

Asset allocation

Other

108.4%

Stocks

88.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

33.6%High

Year-on-year price swings

Max drawdown

-27.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Employs a hybrid management approach investing in U.S. equities and gold/bitcoin strategies, using leverage to stack returns. Targets 100% exposure to both strategies, investing in U.S. equity securities and gold/bitcoin ETFs.
Inception date: May 29, 2025
Fund family: Return stacked ETFs