RSSYReturn Stacked U.S. Stocks & Fu
Seeks long-term capital appreciation.
By Return stacked ETFs · Launched 2024
Annual Cost
0.99%
#4,910 of 5,573 · expensive
Fund Size
$105M
#2,888 of 5,573 · mid-size
Return (1Y)Goal
+40.5%
Track Record
2 years
#3,597 of 5,573 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$14,012+40.1%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 88.4% of fundconcentrated
iShares Core S&P 500 ETF
73.8%
First American Government Obli
10.0%
N/AADH6
2.1%
N/A
0.5%
N/AGCJ6
0.4%
N/AHOH6
0.4%
N/A
0.3%
N/AXBH6
0.3%
N/A
0.3%
N/A
0.2%
Asset allocation
Bonds
92.8%
Stocks
66.2%
Other
17.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.4%Moderate
Year-on-year price swings
Max drawdown
-29.6%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
- Actively managed ETF investing in U.S. equities and futures across commodities, currencies, equities, and fixed income. Uses leverage to stack returns from both strategies, targeting 100% exposure to each.
- Inception date
- May 28, 2024
- Fund family
- Return stacked ETFs
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Data updated on 2026-06-20