RSSB
+1.40 · +5.07%
$28.98 · BATS

Return Stacked Global Stocks & Bonds ETF (RSSB) ETF Analysis | Multi-Asset Leveraged

Return stacked ETFs · USA
AUM:$467.4M
#– 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 27.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.41% — moderate cost. Consider how fees compound over long holding periods.

What is RSSB?

The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in large-capitalization global equity securities, global equity ETFs and futures contracts that provide the fund with exposure to the performance of the U. The fund uses leverage to "stack" the total return of holdings in the fund"s global equity strategy together with the potential returns of the fund"s U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RSSB delivered 27.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.41%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 96.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$467.4M
Expense Ratio0.41%
Dividend Yield3.37%
Holdings3
Inception DateDec 2023
Domicile–
Distribution–
Index–
ProviderReturn stacked ETFs
Beta–
CategoryMulti-Asset Leveraged
CurrencyUSD
Portfolio Impact

How would RSSB affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.5%
1Y
+17.6%
3Y
+63.8%
5Y
+63.8%
OpenBook InsightIf you had invested £10,000 in RSSB 5 years ago, it would have grown to £16,384 — a gain of £6,384.

Annual Returns

Calendar year performance

RSSB delivered positive returns in 4 of the last 4 calendar years.
YearRSSB
2026 YTD+10.2%
2025+25.1%
2024+12.0%
2023+6.7%
CAGR 3yr+14.3%
4/4 positive yearsAvg return: +13.5%Worst year: +6.7% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
14.0%
Low
Momentum
+3.4%
30-day change
Support Level
30.56
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.