Performance analysis of RSBT (RETURN STACKED(R) BONDS & MANAGED FUTURES ETF)
Annual Return
Over the past 3 years, RSBT has had an average annual return of +4%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Feb 8, 2023, RSBT has had an average annual return of +0.40%, underperforming the benchmark SPY, which returned +20.56% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.43% | +10.37% | -2.90% | -11.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.85% | +6.13% | -4.56% | +1.64% | +1.36% | -1.96% | +1.11% | +7.43% | |||||
| 2025 | +2.09% | +0.58% | -1.46% | -4.84% | -1.85% | +2.39% | -2.73% | +3.80% | +6.49% | +4.78% | -2.27% | +3.60% | +10.37% |
| 2024 | -1.27% | +1.76% | +4.70% | -0.25% | +0.05% | +1.10% | -1.53% | -0.77% | +1.64% | -8.77% | +1.33% | -0.36% | -2.90% |
| 2023 | -1.34% | -7.66% | +0.85% | -2.16% | +2.67% | -0.79% | -4.27% | +2.35% | -2.35% | -1.87% | +2.43% | -11.95% |
Drawdown analysis of RSBT (RETURN STACKED(R) BONDS & MANAGED FUTURES ETF)
The maximum drawdown for the RSBT was -23.64%, occurring on May 14, 2025. Recovery took 197 trading sessions.
The current RSBT drawdown is -2.92%.
Since Feb 8, 2023 RSBT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.64% | Feb 13, 2023 | 564 | May 14, 2025 | 197 | Feb 26, 2026 | 761 |
| -6.03% | Feb 27, 2026 | 16 | Mar 23, 2026 | 49 | Jun 2, 2026 | 65 |
| -5.34% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -1.27% | Feb 8, 2023 | 2 | Feb 10, 2023 | 1 | Feb 13, 2023 | 3 |