Inspire Tactical Balanced ESG ETF (RISN) Performance
RISN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.1% since Dec 31, 2025
- 1 year
- +4.7% total return
- 5 years
- +3.2% a year
- Since first price
- +6.8% a year since 2020
RISN trailing returns vs AGG, TLT, SPY
| Period | RISN total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | +0.3% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.3% | −0.5% | −0.4% | −1.0% | +3.2% |
| 6 months | +2.7% | +2.1% | −1.5% | −3.8% | +7.8% |
| YTD | +6.1% | +5.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +4.7% | +3.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +44.4%+13.0%/yr | +39.1% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +17.3%+3.2%/yr | +0.4% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionJul 16, 2020 | +50.6%+6.8%/yr | +22.4% | — | — | — |
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: RISN vs AGG
From Jul 16, 2020: RISN grew to $15,065, AGG to $9,755.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RISN returns by calendar year
4 of 5 full years positive. Best 2021 (+22.3%), worst 2022 (−18.1%). 2026 is year to date.
RISN annual returns table
| Year | RISN | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +6.1% | −7.4% | −1.0% | −3.4% | +12.3% |
| 2025 | +10.8% | −14.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +7.6% | −6.6% | +1.3% | −8.1% | +24.9% |
| 2023 | +10.3% | −10.5% | +5.7% | +2.8% | +26.2% |
| 2022 | −18.1% | −18.1% | −13.0% | −31.2% | −18.2% |
| 2021 | +22.3% | −6.5% | −1.8% | −4.6% | +28.7% |
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.
RISN largest drawdowns
Now 3.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 30, 2021 | −21.9% | Oct 27, 2023 | Nov 6, 2024 | 1.8 years | 2.9 years |
| Nov 25, 2024 | −16.4% | Apr 8, 2025 | Jul 25, 2025 | 4 months | 8 months |
| Mar 4, 2026 | −7.4% | Mar 30, 2026 | May 29, 2026 | 26 days | 3 months |
| Sep 2, 2020 | −6.7% | Oct 28, 2020 | Dec 4, 2020 | 56 days | 3 months |
| Sep 3, 2021 | −6.5% | Oct 4, 2021 | Nov 4, 2021 | 31 days | 2 months |
| Aug 13, 2026 | −6.0% | Sep 30, 2026 | not yet | 48 days | 2 months so far |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
RISN risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +10.8% | +3.8% | +6.1% |
| Volatility (annualized) | 11.6% | 11.5% | 11.3% |
| Sharpe ratio | 0.57 | 0.07 | 0.32 |
| Sortino ratio | 0.90 | 0.10 | 0.48 |
| Best month | +7.5% | +7.5% | +7.5% |
| Worst month | −6.1% | −9.8% | −9.8% |
| Best 12 months | +23.4% | +23.4% | +28.6% |
| Worst 12 months | −2.4% | −18.1% | −18.1% |
| Positive months | 64% | 52% | 55% |
| Beta vs S&P 500 | 0.77 | 0.53 | — |
| Correlation with S&P 500 | 0.82 | 0.71 | — |
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.
RISN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 64 | −18.1% | +7.9% | +28.6% | 75% |
| 3-year (a year) | 40 | −0.9% | +4.1% | +12.9% | 98% |
| 5-year (a year) | 16 | +3.2% | +5.2% | +7.7% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
RISN performance overview
Inspire Tactical Balanced ESG ETF (RISN) returned +4.7% over the past year and +3.2% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +6.8% a year, turning $10,000 into about $15,065. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −21.9%, from Dec 30, 2021 to Oct 27, 2023, and it took 1.0 years to get back to the old high. RISN finished 4 of its 5 full calendar years with a gain; the best year was 2021 (+22.3%) and the worst 2022 (−18.1%). Volatility has been 11.3% a year.
Related: RISN chart, RISN holdings, RISN dividends, RISN bond profile. See the RISN overview for the latest quote and fund facts.
RISN performance FAQ
What is the RISN return over the past year?
RISN returned +4.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.6%.
What is the average annual return of RISN?
RISN has returned +3.2% a year over 5 years, +6.8% a year since July 16, 2020 (total return, distributions reinvested).
How much would $10,000 invested in RISN be worth?
$10,000 invested in RISN at its first recorded close on July 16, 2020 would be worth about $15,065 on October 23, 2026 with distributions reinvested.
What was the worst year for RISN?
The worst calendar year was 2022, with a total return of −18.1%. The best was 2021 at +22.3%.
What is the biggest drawdown of RISN?
The largest peak-to-trough decline was −21.9% between December 30, 2021 and October 27, 2023. It recovered to the old high on November 6, 2024, 1.0 years after the bottom.
How volatile is RISN?
Over the past 3 years RISN had an annualized volatility of 11.6% and a Sharpe ratio of 0.57 (excess return over 1–3 month T-bills per unit of risk).