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RISR
-0.38 · -1.06%
$35.96 · NYSE ARCA

FolioBeyond Rising Rates ETF (RISR) ETF Analysis | Nontraditional Bond

FolioBeyond · USA
AUM:$195.6M
#– of – in Nontraditional Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

RISR returned +3.9% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 1.13% — above average for this category.

What is RISR?

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to generate attractive current income while providing protection against rising interest rates (i. The fund invests primarily in interest-only mortgage-backed securities ("MBS IOs") and U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
RISR returned 3.9% over the past year.
Higher Cost Profile
Expense ratio of 1.13% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 3.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$195.6M
Expense Ratio1.13%
Dividend Yield5.98%
Holdings1
Inception DateSept 2021
Domicile–
Distribution–
Index–
ProviderFolioBeyond
Beta-0.98
CategoryNontraditional Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.4%
1Y
+3.1%
3Y
+30.9%
5Y
+88.9%
OpenBook InsightIf you had invested £10,000 in RISR 5 years ago, it would have grown to £18,893 — a gain of £8,893.

Annual Returns

Calendar year performance

RISR delivered positive returns in 5 of the last 5 calendar years.
YearRISR
2026 YTD+3.6%
2025+4.1%
2024+23.4%
2023+7.6%
2022+32.8%
CAGR 4yr+16.4%
5/5 positive yearsAvg return: +14.3%Worst year: +3.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
2.8%
Low
Momentum
+0.1%
30-day change
Support Level
36.53
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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