ETFB Green SRI REITs ETF (RITA) Performance
RITA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.3% since Dec 31, 2025
- 1 year
- +4.4% total return
- 3 years
- +9.8% a year
- Since first price
- −1.7% a year since 2021
RITA trailing returns vs SPY, QQQ, AGG
| Period | RITA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −1.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −7.1% | −8.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.0% | −2.6% | +7.8% | +8.4% | −1.5% |
| YTD | +6.3% | +3.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.4% | +1.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +32.3%+9.8%/yr | +21.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionDec 9, 2021 | −7.9%−1.7%/yr | −19.8% | — | — | — |
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: RITA vs SPY
From Dec 9, 2021: RITA grew to $9,211, SPY to $17,424.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RITA returns by calendar year
3 of 4 full years positive. Best 2023 (+9.7%), worst 2022 (−29.3%). 2026 is year to date.
RITA annual returns table
| Year | RITA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.3% | −11.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +3.9% | −14.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +1.9% | −13.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.7% | −20.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −29.3% | −35.1% | −18.2% | −32.6% | −13.0% |
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.
RITA largest drawdowns
Now 12.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 31, 2021 | −35.9% | Oct 14, 2022 | not yet | 9 months | 4.8 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RITA risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +7.8% | −3.0% |
| Volatility (annualized) | 15.1% | 18.0% |
| Sharpe ratio | 0.28 | -0.29 |
| Sortino ratio | 0.42 | -0.39 |
| Best month | +9.0% | +10.2% |
| Worst month | −8.4% | −12.0% |
| Best 12 months | +27.6% | +27.6% |
| Worst 12 months | −5.7% | −29.3% |
| Positive months | 58% | 51% |
| Beta vs S&P 500 | 0.78 | — |
| Correlation with S&P 500 | 0.64 | — |
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.
RITA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 47 | −29.3% | +3.9% | +27.6% | 60% |
| 3-year (a year) | 23 | −7.5% | +4.1% | +10.0% | 70% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
RITA performance overview
ETFB Green SRI REITs ETF (RITA) returned +4.4% over the past year, with distributions reinvested. Since its first recorded price in 2021 it has returned −1.7% a year, turning $10,000 into about $9,211. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.9%, from Dec 31, 2021 to Oct 14, 2022; the fund has not yet regained that high. RITA finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+9.7%) and the worst 2022 (−29.3%). Volatility has been 18.0% a year.
Related: RITA chart, RITA holdings, RITA dividends, RITA valuation. See the RITA overview for the latest quote and fund facts.
RITA performance FAQ
What is the RITA return over the past year?
RITA returned +4.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.5%.
How much would $10,000 invested in RITA be worth?
$10,000 invested in RITA at its first recorded close on December 9, 2021 would be worth about $9,211 on October 23, 2026 with distributions reinvested.
What was the worst year for RITA?
The worst calendar year was 2022, with a total return of −29.3%. The best was 2023 at +9.7%.
What is the biggest drawdown of RITA?
The largest peak-to-trough decline was −35.9% between December 31, 2021 and October 14, 2022. It has not yet recovered to that high; it is 12.7% below its peak.
How volatile is RITA?
Over the past 3 years RITA had an annualized volatility of 15.1% and a Sharpe ratio of 0.28 (excess return over 1–3 month T-bills per unit of risk).