Indexperts Gorilla Aggressive Growth ETF (RILA) Performance
RILA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.9% since Dec 31, 2025
- 1 year
- +2.1% total return
- Since first price
- +21.1% since 2025
RILA trailing returns vs SPY, QQQ, AGG
| Period | RILA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.0% | +5.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.0% | +6.9% | +7.8% | +8.4% | −1.5% |
| YTD | +4.9% | +4.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.1% | +1.9% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 2, 2025 | +21.1% | +20.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: RILA vs SPY
From Jan 2, 2025: RILA grew to $12,108, SPY to $13,254.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RILA returns by calendar year
2026 is year to date.
RILA annual returns table
| Year | RILA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.9% | −14.7% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
RILA largest drawdowns
Now 4.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 10, 2025 | −20.0% | Apr 8, 2025 | Jun 3, 2025 | 57 days | 4 months |
| Oct 28, 2025 | −16.5% | Mar 30, 2026 | May 29, 2026 | 5 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RILA risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +9.6% |
| Volatility (annualized) | 15.4% |
| Sharpe ratio | 0.42 |
| Sortino ratio | 0.73 |
| Best month | +8.9% |
| Worst month | −7.4% |
| Best 12 months | +14.2% |
| Worst 12 months | +3.3% |
| Positive months | 45% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
RILA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | +1.5% | +8.0% | +14.2% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
RILA performance overview
Indexperts Gorilla Aggressive Growth ETF (RILA) returned +2.1% over the past year, with distributions reinvested. Since its first recorded price on Jan 2, 2025 it has returned +21.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −20.0%, from Feb 10, 2025 to Apr 8, 2025, and it took 56 days to get back to the old high. Volatility has been 15.4% a year.
Related: RILA chart, RILA holdings, RILA dividends, RILA valuation. See the RILA overview for the latest quote and fund facts.
RILA performance FAQ
What is the RILA return over the past year?
RILA returned +2.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.9%.
How much would $10,000 invested in RILA be worth?
$10,000 invested in RILA at its first recorded close on January 2, 2025 would be worth about $12,108 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of RILA?
The largest peak-to-trough decline was −20.0% between February 10, 2025 and April 8, 2025. It recovered to the old high on June 3, 2025, 56 days after the bottom.
How volatile is RILA?
Over the past history RILA had an annualized volatility of 15.4% and a Sharpe ratio of 0.42 (excess return over 1–3 month T-bills per unit of risk).