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RSSY
+0.43 · +2.22%
$19.84 · BATS

Return Stacked U (RSSY) ETF Analysis | Multi-Asset Leveraged

Return stacked ETFs · USA
AUM:$92.0M
#– 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 8.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.04% — above average for this category.

What is RSSY?

The fund is an actively-managed ETF that seeks to achieve its investment objective by investing in two complimentary investment strategies, a Bond strategy and a Futures Yield strategy. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in the Bond strategy and the Futures Yield strategy.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
RSSY returned 8.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.04% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 80.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$92.0M
Expense Ratio1.04%
Dividend Yield1.95%
Holdings2
Inception DateMay 2024
Domicile–
Distribution–
Index–
ProviderReturn stacked ETFs
Beta–
CategoryMulti-Asset Leveraged
CurrencyUSD
Portfolio Impact

How would RSSY 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
+23.3%
1Y
+35.3%
3Y
+30.6%
5Y
+30.6%
OpenBook InsightIf you had invested £10,000 in RSSY 5 years ago, it would have grown to £13,063 — a gain of £3,063.

Annual Returns

Calendar year performance

RSSY delivered positive returns in 2 of the last 3 calendar years.
YearRSSY
2026 YTD+33.3%
2025-3.2%
2024+1.1%
CAGR 2yr-1.1%
2/3 positive yearsAvg return: +10.4%Worst year: -3.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.2%
Low
Momentum
+1.6%
30-day change
Support Level
25.06
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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