FolioBeyond Alternative Income and Interest Rate Hedge ETF

RISR

Market cap $169M

Overview Fund Activity

36.02 USD

-0.02

0.06%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.06%

5 days

-0.14%

1 month

-2.65%

3 months

-2.01%

6 months

-1.61%

Year to date

-2.04%

1 year

6.38%

5 years

43.74%

10 years

43.74%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

41% more capital invested

Capital invested by funds: $72.1M [Q1] → $102M (+$29.6M) [Q2]

11.04% more ownership

Funds ownership: 54.67% [Q1] → 65.72% (+11.04%) [Q2]

0% more funds holding

Funds holding: 38 [Q1] → 38 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

See Fund Rankings

Financial journalist opinion

RISR: Unique Income ETF, Negative Duration, 5.6% Dividend Yield

RISR invests in interest-only mortgage-backed securities, unique securities with negative duration. This rate sensitivity is the opposite of traditional bonds, which generally see higher prices when rates fall, and vice versa. RISR's negative duration means the fund can be used as an interest rate hedge or as a short-term trade for hawkish investors.

RISR: Unique Income ETF, Negative Duration, 5.6% Dividend Yield

RISR: 17% CAGR. Great For Hedging, But Rate Risk Looms

RISR delivered exceptional returns (+77% since 2021) with negative duration, thanks to active management and a favorable rate environment. The fund uses quantitative strategies to navigate interest rate hiking scenarios, with strong exposure to the MBS and a -5/-10 negative duration. The management was able to deliver positive alpha in 2024 and is navigating well within the macro scenario of 2025.

RISR: 17% CAGR. Great For Hedging, But Rate Risk Looms

RISR: This High Yield ETF Thrives In Rising Rates

FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) has a 5.6% yield from interest-only MBS and an astonishing feat: negative duration. RISR has delivered stellar returns since inception, outperforming the Nasdaq 100 due to the recent rate hike cycle. RISR is still untested in falling rates, so it is best used as a hedge or a trading instrument, not as a standalone long-term holding.

RISR: This High Yield ETF Thrives In Rising Rates

Zacks Investment Research

ETF Strategies to Play Hot January Inflation

These ETF strategies may help you beat hot inflation.

ETF Strategies to Play Hot January Inflation

Money Market ETFs: New Ways to Reach for Yield in 2025

Stocks are holding firm near all-time highs. But Wall Street can't ignore the record amounts of cash still parked on the sidelines.

Money Market ETFs: New Ways to Reach for Yield in 2025

RISR: Alternative Income ETF, Negative Duration, Strong Performance Track-Record

RISR focuses on AAA-rated, interest-only mortgage-backed securities, offering a 5.6% yield. RISR's negative duration is somewhat unique and means the fund can be used as a portfolio hedge, or as a trading vehicle for hawkish traders. It has significantly outperformed since inception, almost entirely due to favorable timing.

RISR: Alternative Income ETF, Negative Duration, Strong Performance Track-Record

New Bond ETF From FolioBeyond Offers Active Options Overlay

On Thursday, FolioBeyond launched the FolioBeyond Enhanced Fixed Income Premium ETF (FIXP), the latest expansion to its ETF library. FIXP looks to generate yield for its investors, with a secondary objective of capital appreciation.

New Bond ETF From FolioBeyond Offers Active Options Overlay

FolioBeyond Launches FIXP ETF, Introducing Enhanced Fixed Income Strategies

NEW YORK, Jan. 23, 2025 (GLOBE NEWSWIRE) -- FolioBeyond is proud to announce the launch of the FolioBeyond Enhanced Fixed Income Premium ETF (FIXP), now trading on the New York Stock Exchange. Designed for fixed-income investors, FIXP offers an innovative approach combining dynamic fixed-income allocation with an option overlay strategy to enhance income potential.

FolioBeyond Launches FIXP ETF, Introducing Enhanced Fixed Income Strategies

Zacks Investment Research

Mortgage-Backed ETF (RISR) Hits New 52-Week High

For investors seeking momentum, FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on radar. The fund just hit a 52-week high and is up 15.8% from its 52-week low price of $31.22/share.

Mortgage-Backed ETF (RISR) Hits New 52-Week High

Best-Performing Bond ETFs For 2024

2024 has been a tough year for most bond funds, as delayed rate hikes led to lower bond prices. Some bond ETFs have managed to outperform in spite of these tough conditions. These tend to focus on investments with low, sometimes negative, duration.

Best-Performing Bond ETFs For 2024

See News Rankings

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