Return Stacked Global Stocks & Bonds ETF (RSSB) Performance
RSSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.9% since Dec 31, 2025
- 1 year
- +7.3% total return
- Since first price
- +56.6% since 2023
RSSB trailing returns vs SPY, QQQ, AGG
| Period | RSSB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.5% | −1.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.5% | −0.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.3% | +1.3% | +7.8% | +8.4% | −1.5% |
| YTD | +5.9% | +5.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.3% | +3.7% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 5, 2023 | +56.6% | +48.7% | — | — | — |
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: RSSB vs SPY
From Dec 5, 2023: RSSB grew to $15,658, SPY to $17,258.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSSB returns by calendar year
2 of 2 full years positive. Best 2025 (+25.2%), worst 2024 (+10.7%). 2026 is year to date.
RSSB annual returns table
| Year | RSSB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.9% | −11.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +25.2% | −15.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +10.7% | −7.8% | +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.
RSSB largest drawdowns
Now 5.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 6, 2024 | −16.1% | Apr 8, 2025 | May 16, 2025 | 4 months | 5 months |
| Feb 26, 2026 | −11.6% | Mar 27, 2026 | Apr 17, 2026 | 29 days | 50 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSSB risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +14.8% |
| Volatility (annualized) | 13.8% |
| Sharpe ratio | 0.77 |
| Sortino ratio | 1.13 |
| Best month | +9.1% |
| Worst month | −8.7% |
| Best 12 months | +30.1% |
| Worst 12 months | +5.7% |
| Positive months | 70% |
| 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.
RSSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 23 | +5.7% | +16.9% | +30.1% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
RSSB performance overview
Return Stacked Global Stocks & Bonds ETF (RSSB) returned +7.3% over the past year, with distributions reinvested. Since its first recorded price on Dec 5, 2023 it has returned +56.6%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −16.1%, from Dec 6, 2024 to Apr 8, 2025, and it took 38 days to get back to the old high. Volatility has been 13.8% a year.
Related: RSSB chart, RSSB dividends. See the RSSB overview for the latest quote and fund facts.
RSSB performance FAQ
What is the RSSB return over the past year?
RSSB returned +7.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.7%.
How much would $10,000 invested in RSSB be worth?
$10,000 invested in RSSB at its first recorded close on December 5, 2023 would be worth about $15,658 on October 23, 2026 with distributions reinvested.
What was the worst year for RSSB?
The worst calendar year was 2024, with a total return of +10.7%. The best was 2025 at +25.2%.
What is the biggest drawdown of RSSB?
The largest peak-to-trough decline was −16.1% between December 6, 2024 and April 8, 2025. It recovered to the old high on May 16, 2025, 38 days after the bottom.
How volatile is RSSB?
Over the past history RSSB had an annualized volatility of 13.8% and a Sharpe ratio of 0.77 (excess return over 1–3 month T-bills per unit of risk).