RULE ETF

$30.11

Returns Overview

1 Month
+8.15%
3 Months
+45.39%
6 Months
+50.09%
YTD
+47.45%
1 Year
+52.21%
3 Years (annualized)
+20.70%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RULE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+47.45%
Peer Avg (YTD)
+6.73%
vs Peers
+40.72%

RULE ETF Performance

RULE performance across multiple time periods: 1-month 8.15%, YTD 47.45%, 1-year 52.21%, 3-year 20.70%.

RULE returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this ETF.

RULE performance comparison shows side-by-side returns with another fund. RULE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+8.15%N/A
3 Months+45.39%N/A
6 Months+50.09%N/A
1 Year+52.21%N/A
3 Years+20.70%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized