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Upturn AI Summary
FolioBeyond Rising Rates ETF(RISR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RISR
11/06/2026: RISR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
FolioBeyond Rising Rates ETF (RISR) is an actively managed fund designed to thrive in rising interest rate environments by investing in mortgage-backed interest-only securities and interest rate derivatives. Its primary strength lies in its specialized, non-Treasury-based hedging approach, though this comes with high expense ratios and structural complexity. It serves best as a tactical hedging tool for portfolios vulnerable to interest rate spikes. Investors must monitor central bank policy and mortgage market conditions, as the fund can underperform significantly if rates fall or stabilize. It is most suitable for sophisticated investors comfortable with volatility who are specifically seeking to hedge interest rate risk.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for hedging, not for capturing capital appreciation from high-growth equities. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may use this fund to capitalize on identified trends of rapidly rising interest rates. |
| Value investor | Mixed fit | The fund may offer value as a hedge, but it does not fit traditional valuation-based investment metrics. |
| Dividend/Income investor | Mixed fit | While it can generate income, the primary objective is hedging, which may detract from consistent yield goals. |
| Low-risk investor | Weak fit | The use of derivatives and complex mortgage securities introduces volatility that is unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institutional participant with a specific view on interest rate increases and a need for a targeted hedge.
Suitability
RISR is best suited for experienced investors using it as a tactical, short-to-medium-term portfolio hedge rather than a passive, long-term buy-and-hold foundation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund's reliance on interest rate movements and derivatives can cause sharp price fluctuations. |
| Market risk | Medium / high | General changes in economic conditions and Fed policy have a direct impact on the fund's net asset value. |
| Concentration | Medium | Exposure is concentrated within the mortgage-backed securities market and interest rate derivatives. |
| Tracking/expense | Medium | The high expense ratio relative to passive bond funds can erode total returns over time. |
| Liquidity | Medium | The underlying IO mortgage securities are not as liquid as Treasuries, which can lead to wider spreads. |
| Business/sector quality | Medium | The fund's success depends on the management team's ability to execute complex derivative strategies. |
Risk Analysis
Volatility
RISR exhibits high volatility, as its performance is highly sensitive to the magnitude and speed of interest rate changes.
Market Risk
The fund faces significant market risk linked to the mortgage-backed securities market and potential derivative margin calls if rate predictions are incorrect.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Interest-Only (IO) Mortgage-Backed Securities | 85 | These assets typically increase in value when interest rates rise, serving as the core engine of the fund's strategy. |
| Derivatives | Interest Rate Swaps / Derivatives | 10 | These instruments are used to actively hedge or manage the fund's interest rate sensitivity. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Provides liquidity for rebalancing and collateral requirements for derivative positions. |
Analysis of Past Performance
Type ETF | Historic Profit 20.56% | Avg. Invested days 107 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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