Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) Performance
RSSX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.2% since Dec 31, 2025
- 1 year
- −1.2% total return
- Since first price
- +31.4% since 2025
RSSX trailing returns vs SPY, QQQ, AGG
| Period | RSSX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −7.2% | −7.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +9.4% | +9.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.5% | −3.5% | +7.8% | +8.4% | −1.5% |
| YTD | +1.2% | +1.2% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.2% | −2.6% | +14.4% | +15.9% | −1.1% |
| Since inceptionMay 30, 2025 | +31.4% | +29.5% | — | — | — |
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: RSSX vs SPY
From May 30, 2025: RSSX grew to $13,140, SPY to $13,108.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RSSX returns by calendar year
2026 is year to date.
RSSX annual returns table
| Year | RSSX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +1.2% | −27.4% | +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.
RSSX largest drawdowns
Now 15.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 28, 2026 | −27.4% | Mar 30, 2026 | not yet | 2 months | 9 months so far |
| Oct 20, 2025 | −14.2% | Nov 20, 2025 | Jan 12, 2026 | 31 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RSSX risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +26.9% |
| Volatility (annualized) | 30.5% |
| Sharpe ratio | 0.81 |
| Sortino ratio | 1.36 |
| Best month | +18.1% |
| Worst month | −15.6% |
| Best 12 months | +39.0% |
| Worst 12 months | +7.7% |
| Positive months | 62% |
| 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.
RSSX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 6 | −0.7% | +11.1% | +39.0% | 83% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
RSSX performance overview
Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) returned −1.2% over the past year, with distributions reinvested. Since its first recorded price on May 30, 2025 it has returned +31.4%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −27.4%, from Jan 28, 2026 to Mar 30, 2026; the fund has not yet regained that high. Volatility has been 30.5% a year.
Related: RSSX chart, RSSX dividends. See the RSSX overview for the latest quote and fund facts.
RSSX performance FAQ
What is the RSSX return over the past year?
RSSX returned −1.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.6%.
How much would $10,000 invested in RSSX be worth?
$10,000 invested in RSSX at its first recorded close on May 30, 2025 would be worth about $13,140 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of RSSX?
The largest peak-to-trough decline was −27.4% between January 28, 2026 and March 30, 2026. It has not yet recovered to that high; it is 15.5% below its peak.
How volatile is RSSX?
Over the past history RSSX had an annualized volatility of 30.5% and a Sharpe ratio of 0.81 (excess return over 1–3 month T-bills per unit of risk).