Return Stacked Bonds & Managed Futures ETF (RSBT) Performance
RSBT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.6% since Dec 31, 2025
- 1 year
- +8.9% total return
- 3 years
- +5.2% a year
- Since first price
- +0.4% a year since 2023
RSBT trailing returns vs SPY, QQQ, AGG
| Period | RSBT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.9% | −1.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.6% | −0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.5% | +0.5% | +7.8% | +8.4% | −1.5% |
| YTD | +7.6% | +7.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.9% | +5.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +16.5%+5.2%/yr | +10.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionFeb 8, 2023 | +1.5%+0.4%/yr | −3.8% | — | — | — |
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: RSBT vs SPY
From Feb 8, 2023: RSBT grew to $10,151, SPY to $19,403.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSBT returns by calendar year
1 of 2 full years positive. Best 2025 (+10.3%), worst 2024 (−2.9%). 2026 is year to date.
RSBT annual returns table
| Year | RSBT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.6% | −6.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.3% | −11.2% | +17.7% | +20.8% | +7.2% |
| 2024 | −2.9% | −13.4% | +24.9% | +25.6% | +1.3% |
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.
RSBT largest drawdowns
Now 2.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 13, 2023 | −23.6% | May 14, 2025 | Feb 26, 2026 | 2.2 years | 3.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSBT risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +4.5% | +1.1% |
| Volatility (annualized) | 11.1% | 11.5% |
| Sharpe ratio | 0.06 | -0.24 |
| Sortino ratio | 0.09 | -0.31 |
| Best month | +6.5% | +6.5% |
| Worst month | −8.8% | −8.8% |
| Best 12 months | +26.5% | +26.5% |
| Worst 12 months | −12.6% | −12.6% |
| Positive months | 56% | 53% |
| Beta vs S&P 500 | 0.28 | — |
| Correlation with S&P 500 | 0.31 | — |
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.
RSBT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 33 | −12.6% | +1.7% | +26.5% | 64% |
| 3-year (a year) | 9 | +1.8% | +3.2% | +5.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
RSBT performance overview
Return Stacked Bonds & Managed Futures ETF (RSBT) returned +8.9% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +0.4% a year, turning $10,000 into about $10,151. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −23.6%, from Feb 13, 2023 to May 14, 2025, and it took 9 months to get back to the old high. Volatility has been 11.5% a year.
Related: RSBT chart, RSBT dividends. See the RSBT overview for the latest quote and fund facts.
RSBT performance FAQ
What is the RSBT return over the past year?
RSBT returned +8.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.6%.
How much would $10,000 invested in RSBT be worth?
$10,000 invested in RSBT at its first recorded close on February 8, 2023 would be worth about $10,151 on October 23, 2026 with distributions reinvested.
What was the worst year for RSBT?
The worst calendar year was 2024, with a total return of −2.9%. The best was 2025 at +10.3%.
What is the biggest drawdown of RSBT?
The largest peak-to-trough decline was −23.6% between February 13, 2023 and May 14, 2025. It recovered to the old high on February 26, 2026, 9 months after the bottom.
How volatile is RSBT?
Over the past 3 years RSBT had an annualized volatility of 11.1% and a Sharpe ratio of 0.06 (excess return over 1–3 month T-bills per unit of risk).