Performance analysis of RISR (FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF)
Annual Return
Over the past 3 years, RISR has had an average annual return of +10.79%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Oct 1, 2021, RISR has had an average annual return of +14.55%, outperforming the benchmark SPY, which returned +14.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.78% | +4.64% | +24.19% | +7.03% | +31.97% | +0.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.44% | -0.04% | +2.32% | +0.44% | +0.25% | +0.25% | +2.78% | ||||||
| 2025 | +0.87% | -1.01% | +0.88% | +1.79% | +0.27% | +0.08% | +0.71% | +0.76% | -1.99% | +0.45% | +0.30% | +1.48% | +4.64% |
| 2024 | +4.15% | +3.81% | -0.72% | +5.35% | +0.74% | +0.46% | -0.20% | -0.30% | -0.02% | +4.95% | +0.28% | +3.65% | +24.19% |
| 2023 | -3.90% | +6.10% | -1.48% | +2.17% | +3.02% | -0.06% | +1.20% | +2.30% | +1.64% | +3.03% | -2.04% | -4.62% | +7.03% |
| 2022 | +13.46% | +2.83% | +2.88% | +7.73% | -0.05% | +1.31% | -5.42% | +0.46% | +3.90% | +2.13% | -3.76% | +3.89% | +31.97% |
| 2021 | -1.45% | +1.82% | -0.32% | +0.02% |
Drawdown analysis of RISR (FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF)
The maximum drawdown for the RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 149 trading sessions.
The current RISR drawdown is -0.71%.
Since Oct 1, 2021 RISR has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.31% | Jun 14, 2022 | 43 | Aug 16, 2022 | 149 | Mar 21, 2023 | 192 |
| -8.06% | Oct 30, 2023 | 40 | Dec 27, 2023 | 34 | Feb 15, 2024 | 74 |
| -5.36% | Mar 21, 2023 | 2 | Mar 23, 2023 | 41 | May 22, 2023 | 43 |
| -4.92% | Oct 11, 2021 | 13 | Oct 28, 2021 | 19 | Nov 24, 2021 | 32 |
| -4.82% | Feb 16, 2022 | 8 | Mar 1, 2022 | 10 | Mar 15, 2022 | 18 |
| -4.26% | Nov 24, 2021 | 7 | Dec 6, 2021 | 22 | Jan 6, 2022 | 29 |
| -4.16% | Jul 1, 2024 | 56 | Sep 19, 2024 | 14 | Oct 9, 2024 | 70 |
| -3.78% | May 25, 2023 | 16 | Jun 20, 2023 | 11 | Jul 6, 2023 | 27 |
| -3.40% | May 17, 2022 | 8 | May 27, 2022 | 9 | Jun 10, 2022 | 17 |
| -3.07% | Jul 11, 2023 | 3 | Jul 14, 2023 | 14 | Aug 3, 2023 | 17 |
| -2.99% | Oct 1, 2021 | 2 | Oct 5, 2021 | 2 | Oct 7, 2021 | 4 |
| -2.61% | Sep 3, 2025 | 41 | Oct 30, 2025 | 45 | Jan 6, 2026 | 86 |
| -2.50% | Feb 21, 2024 | 13 | Mar 11, 2024 | 21 | Apr 10, 2024 | 34 |
| -2.10% | May 13, 2024 | 4 | May 17, 2024 | 6 | May 28, 2024 | 10 |
| -2.03% | Apr 10, 2025 | 1 | Apr 11, 2025 | 27 | May 21, 2025 | 28 |
| -1.97% | Mar 25, 2022 | 4 | Mar 31, 2022 | 3 | Apr 5, 2022 | 7 |
| -1.85% | Jan 6, 2026 | 5 | Jan 13, 2026 | 15 | Feb 4, 2026 | 20 |
| -1.84% | Jan 27, 2022 | 4 | Feb 2, 2022 | 2 | Feb 4, 2022 | 6 |
| -1.82% | May 21, 2025 | 5 | May 29, 2025 | 31 | Jul 15, 2025 | 36 |
| -1.79% | Jan 14, 2025 | 56 | Apr 4, 2025 | 2 | Apr 8, 2025 | 58 |
| -1.57% | Apr 22, 2022 | 8 | May 4, 2022 | 2 | May 6, 2022 | 10 |
| -1.53% | Feb 6, 2026 | 13 | Feb 26, 2026 | 9 | Mar 11, 2026 | 22 |
| -1.50% | Jan 20, 2022 | 3 | Jan 25, 2022 | 2 | Jan 27, 2022 | 5 |
| -1.45% | May 30, 2024 | 3 | Jun 4, 2024 | 18 | Jul 1, 2024 | 21 |
| -1.45% | Jul 23, 2025 | 7 | Aug 1, 2025 | 14 | Aug 21, 2025 | 21 |