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RSBT
+1.44 · +8.30%
$18.80 · BATS

Return Stacked Bonds & Managed Futures ETF (RSBT) ETF Analysis | Multi-Asset Leveraged

Return stacked ETFs · USA
AUM:$114.7M
#– of – in Multi-Asset Leveraged 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

Up 18.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.97% — above average for this category.

What is RSBT?

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in two complimentary investment strategies, a bond strategy and a managed futures strategy. The fund uses leverage to "stack" the total return of holdings in the fund"s bond strategy together with the potential returns of the fund"s managed futures strategy.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
RSBT delivered 18.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.97% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 68.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$114.7M
Expense Ratio0.97%
Dividend Yield3.09%
Holdings1
Inception DateFeb 2023
Domicile–
Distribution–
Index–
ProviderReturn stacked ETFs
Beta–
CategoryMulti-Asset Leveraged
CurrencyUSD
Portfolio Impact

How would RSBT affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+20.0%
3Y
+13.9%
5Y
+0.4%
OpenBook InsightIf you had invested £10,000 in RSBT 5 years ago, it would have grown to £10,041 — a gain of £41.

Annual Returns

Calendar year performance

RSBT delivered positive returns in 2 of the last 4 calendar years.
YearRSBT
2026 YTD+5.4%
2025+8.9%
2024-0.9%
2023-11.9%
CAGR 3yr-1.7%
2/4 positive yearsAvg return: +0.4%Worst year: -11.9% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
8.9%
Low
Momentum
-0.5%
30-day change
Support Level
18.62
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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