RISR vs UWM

Comparison between FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF (RISR, ETF) and PROSHARES ULTRA RUSSELL2000 (UWM, ETF).

5-Year PerformanceRISR has outperformed UWM, delivering a return of +14.5% compared to +2.1%

RISR vs UWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RISR(ETF)	UWM(ETF)
Net Assets	$251M	$249M
Expense Ratio	1.04%	N/A
Max Drawdown	14.88%	88.54%
Sharpe Ratio	0.16	1.54
5Y Beta	-0.01	2.20
P/E Ratio	N/A	1785.47
Forward P/E	N/A	14.02
5Y Dividends CAGR	N/A	80.23%
Debt to Equity	N/A	32.51%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.08

Net Assets

Winner

RISR

$251M

UWM

$249M

Expense Ratio

RISR

1.04%

UWM

N/A

Max Drawdown

Winner

RISR

14.88%

UWM

88.54%

Sharpe Ratio

RISR

0.16

Winner

UWM

1.54

5Y Beta

Winner

RISR

-0.01

UWM

2.20

P/E Ratio

RISR

N/A

UWM

1785.47

Forward P/E

RISR

N/A

UWM

14.02

5Y Dividends CAGR

RISR

N/A

UWM

80.23%

Debt to Equity

RISR

N/A

UWM

32.51%

P/S Ratio

RISR

N/A

UWM

1.39

P/B Ratio

RISR

N/A

UWM

2.08

RISR vs UWM - Historical Returns

Returns include dividend reinvestment.

Period	RISR	UWM
1 month	-0.38%	+12.23%
3 months	+1.81%	+37.87%
6 months	+3.35%	+32.67%
1 year	+4.61%	+81.91%
5 years(CAGR)	+14.51%	+2.11%
10 years(CAGR)	N/A	+12.98%
Max(CAGR)	+14.51%	+7.39%

RISR

-0.38%

Winner

UWM

+12.23%

RISR

+1.81%

Winner

UWM

+37.87%

RISR

+3.35%

Winner

UWM

+32.67%

RISR

+4.61%

Winner

UWM

+81.91%

5Y(CAGR)

Winner

RISR

+14.51%

UWM

+2.11%

10Y(CAGR)

RISR

N/A

UWM

+12.98%

Max(CAGR)

Winner

RISR

+14.51%

UWM

+7.39%

RISR vs UWM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RISR	UWM
2026	+3.64%	+35.60%
2025	+4.15%	+13.30%
2024	+23.40%	+12.80%
2023	+7.62%	+24.03%
2022	+32.75%	-45.05%
2021	+0.02%	+27.27%
2020	N/A	+16.54%
2019	N/A	+46.76%
2018	N/A	-27.28%
2017	N/A	+25.67%
2016	N/A	+48.22%
2015	N/A	-11.30%
2014	N/A	+8.63%
2013	N/A	+75.97%
2012	N/A	+26.65%
2011	N/A	-21.20%
2010	N/A	+43.30%
2009	N/A	+37.44%
2008	N/A	-65.83%
2007	N/A	-12.78%

RISR vs UWM Drawdown Comparison

The maximum drawdown for RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 192 trading sessions.

The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.

The current RISR drawdown is -0.49%.

Rank	RISR	UWM
#1	-14.31% Jun 14, 2022 - Mar 21, 2023	-88.21% Jun 4, 2007 - Oct 24, 2013
#2	-8.06% Oct 30, 2023 - Feb 15, 2024	-71.47% Aug 31, 2018 - Dec 15, 2020
#3	-5.36% Mar 21, 2023 - May 22, 2023	-61.62% Nov 8, 2021 - Jun 15, 2026
#4	-4.92% Oct 11, 2021 - Nov 24, 2021	-46.62% Jun 23, 2015 - Nov 18, 2016
#5	-4.82% Feb 16, 2022 - Mar 15, 2022	-24.56% Mar 4, 2014 - Dec 26, 2014
#6	-4.26% Nov 24, 2021 - Jan 6, 2022	-19.71% Mar 15, 2021 - Nov 3, 2021
#7	-4.16% Jul 1, 2024 - Oct 9, 2024	-17.72% Jan 23, 2018 - May 17, 2018
#8	-3.78% May 25, 2023 - Jul 6, 2023	-16.78% Feb 22, 2007 - Apr 26, 2007
#9	-3.40% May 17, 2022 - Jun 10, 2022	-14.31% Jan 22, 2014 - Feb 27, 2014
#10	-3.07% Jul 11, 2023 - Aug 3, 2023	-13.43% Feb 9, 2021 - Mar 11, 2021
#11	-2.99% Oct 1, 2021 - Oct 7, 2021	-12.52% Jul 25, 2017 - Sep 25, 2017
#12	-2.60% Sep 3, 2025 - Jan 6, 2026	-10.36% Dec 29, 2014 - Feb 13, 2015
#13	-2.50% Feb 21, 2024 - Apr 10, 2024	-9.22% Mar 1, 2017 - Apr 26, 2017
#14	-2.10% May 13, 2024 - May 28, 2024	-9.12% Apr 15, 2015 - Jun 18, 2015
#15	-2.03% Apr 10, 2025 - May 21, 2025	-8.72% Jan 22, 2021 - Feb 4, 2021

Correlation

Correlation between RISR and UWM is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27

-101

Dividend Comparison (2007 - 2026)

RISR vs UWM dividend yield comparison.

Year	RISR	UWM
2026	2.48%	0.11%
2025	5.95%	1.05%
2024	5.67%	1.16%
2023	7.96%	0.34%
2022	4.26%	0.40%
2021	0.30%	0.00%
2020	0.00%	0.07%
2019	0.00%	0.55%
2018	0.00%	0.41%
2017	0.00%	0.11%
2016	0.00%	0.27%
2015	0.00%	0.23%
2014	0.00%	0.11%
2012	0.00%	0.02%
2010	0.00%	0.02%
2009	0.00%	0.21%
2008	0.00%	1.23%
2007	0.00%	2.39%