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

Total Real Returns

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

Tue 2023-12-05? to Thu 2025-05-15 YTD
Return
TRR
Price
RSSB
×
+4.23%
2025-05-15
1.197 TRR
2025-05-15
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSST
×
−10.65%
2025-05-15
1.046 TRR
2025-05-15
Return Stacked U.S. Stocks & Managed Futures ETF Exchange-Traded Fund
RSBT
×
−8.45%
2025-05-15
0.7432 TRR
2025-05-15
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
SPY
×
−0.68%
2025-05-15
10.72 TRR
2025-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2023-12-05? to Thu 2025-05-15 Overall
Return
Exponential
Trendline
RSSB
×
+19.73%
+13.29%/yr
+8.86%/yr
(R2=0.491)
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSST
×
+7.63%
+5.23%/yr
+2.37%/yr
(R2=0.018)
Return Stacked U.S. Stocks & Managed Futures ETF Exchange-Traded Fund
RSBT
×
−11.56%
−8.17%/yr
−7.49%/yr
(R2=0.467)
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
SPY
×
+26.11%
+17.44%/yr
+13.98%/yr
(R2=0.597)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2023-12-05? to Thu 2025-05-15 Start
Value
End
Value
RSSB
×
$10,000.00
2023-12-05
$11,972.79
2025-05-15
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSST
×
$10,000.00
2023-12-05
$10,762.75
2025-05-15
Return Stacked U.S. Stocks & Managed Futures ETF Exchange-Traded Fund
RSBT
×
$10,000.00
2023-12-05
$8,843.54
2025-05-15
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
SPY
×
$10,000.00
2023-12-05
$12,611.01
2025-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year RSSB RSST RSBT SPY
2025 (YTD) +4.23% −10.65% −8.45% −0.68%
2024 +7.55% +15.10% −5.65% +21.39%
2023 +6.80% +1.68% −13.96% +22.09%
2022 −23.14%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.72%
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 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.55%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Tue 2023-12-05? to Thu 2025-05-15 Current
Drawdown
Worst
Drawdown
RSSB
×
−2.15% −17.28%
2025-04-08
Return Stacked Global Stocks & Bonds ETF Exchange-Traded Fund
RSST
×
−18.77% −32.04%
2025-04-08
Return Stacked U.S. Stocks & Managed Futures ETF Exchange-Traded Fund
RSBT
×
−19.92% −20.69%
2025-05-14
Return Stacked Bonds & Managed Futures ETF Exchange-Traded Fund
SPY
×
−4.12% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund