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Return stacked ETFsMulti-Asset OverlayRSST · Cboe BZX

Return Stacked U.S. Stocks & Managed Futures ETF (RSST)

Price
$34.76
11 Sept 2026
Assets
$528.9M
Total net assets
Expense ratio
0.99%
Category 0.00%
Yield
0.24%
Trailing distributions
3Y CAGR
20.8%+8.1%
Category 12.8%
5Y CAGR
Annualised
Loading NAV history…
Return Stacked U.S. Stocks & Managed Futures ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.6%+7.1%+20.7%+22.6%+38.7%+20.8%+20.8%
Multi-Asset Overlay average1.4%3.5%6.9%9.2%17.7%12.8%6.9%
Difference+1.2%+3.6%+13.9%+13.5%+21.0%+8.1%+13.9%

Holdings

The 3 largest positions make up 128.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SPYMState Street® SPDR® Port S&P 500® ETF72.68%
FGBLU26Euro Bund Future Sept 2642.56%
FGXXXFirst American Government Obligs X13.23%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
23.1
P/B
4.3
P/S
3.1
P/CF
16.8

Sector allocation

Share of the equity the fund holds.

32.5%Technology11 sectors
  1. Technology32.5%
  2. Financial services15.6%
  3. Industrials8.9%
  4. Consumer discretionary8.7%
  5. Health care8.6%
  6. Communication services8.4%
  7. Consumer staples5.5%
  8. Energy5.0%
  9. Materials2.9%
  10. Utilities2.4%
  11. Real estate1.5%

Asset mix

  • Stocks152.0%
  • Cash125.4%
  • Other41.6%

ETF details

Issuer
Return stacked ETFs
Category
Alternatives · Multi-Asset Overlay
Ticker
RSST
Exchange
Cboe BZX
Inception
5 Sept 2023 (3.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.99% (category 0.00%)
Holdings turnover
105%
Distribution yield
0.24%
Beta, 3 years
0.00
Total net assets
$528.9M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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