All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

RSSB,RSBT,RSSY,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2024-05-29? to Fri 2025-12-12 YTD
Return
TRR
Price
RSSB
×
+19.99%
2025-12-12
1.379 TRR
2025-12-12
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSBT
×
+4.73%
2025-12-12
0.8506 TRR
2025-12-12
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
RSSY
×
−6.52%
2025-12-12
0.9406 TRR
2025-12-12
Return Stacked U Exchange-Traded Fund
SPY
×
+13.35%
2025-12-12
12.24 TRR
2025-12-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2024-05-29? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
RSSB
×
+28.65%
+17.79%/yr
+13.55%/yr
(R2=0.645)
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSBT
×
−4.27%
−2.80%/yr
−6.25%/yr
(R2=0.277)
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
RSSY
×
−5.94%
−3.90%/yr
−7.52%/yr
(R2=0.208)
Return Stacked U Exchange-Traded Fund
SPY
×
+26.86%
+16.72%/yr
+13.06%/yr
(R2=0.623)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-05-29? to Fri 2025-12-12 Start
Value
End
Value
RSSB
×
$10,000.00
2024-05-29
$12,865.42
2025-12-12
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSBT
×
$10,000.00
2024-05-29
$9,573.01
2025-12-12
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
RSSY
×
$10,000.00
2024-05-29
$9,406.41
2025-12-12
Return Stacked U Exchange-Traded Fund
SPY
×
$10,000.00
2024-05-29
$12,686.27
2025-12-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year RSSB RSBT RSSY SPY
2025 (YTD) +19.99% +4.73% −6.52% +13.35%
2024 +7.60% −5.61% +0.62% +21.39%
2023 +6.78% −13.96% +22.09%
2022 −23.15%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.18%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.37%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.25%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.64%
1994 −2.21%
1993 +6.28%

Drawdowns

Wed 2024-05-29? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
RSSB
×
−2.20% −17.29%
2025-04-08
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSBT
×
−8.38% −20.69%
2025-05-14
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
RSSY
×
−11.73% −30.86%
2025-04-08
Return Stacked U Exchange-Traded Fund
SPY
×
−1.17% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund