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RGBM.TO - Return Stacked® Global Balanced & Macro ETF

RGBM stacks a global balanced sleeve with a systematic macro sleeve: roughly a dollar of each type of exposure per dollar invested, via leverage and derivatives.

Equity Efficiency:CCapital Efficiency grades how well this ETF delivers equity-side returns relative to the capital and beta it uses, with SPY as the B baseline. Leveraged ETFs score higher when they free up capital for an alpha sleeve. Long/short and factor ETFs are graded on excess return versus SPY, net of costs. RGBM’s capital bucket is the global equity sleeve (~50% notional); efficiency grades that sleeve versus a broad Canadian equity benchmark after stack scaling.Alpha Efficiency:DAlpha Efficiency grades the non-equity sleeve of this stacked ETF on return above its borrowing cost: that's the true hurdle for a futures overlay. A sleeve that only matches its financing cost adds no value; grades above B mean the overlay is genuinely earning its keep. The alpha bucket bundles investment-grade-style bonds and the systematic managed-futures sleeve (~150% combined notional vs ~50% equity): rates, FX, and commodities per the Return Stacked® Canada sleeve design.Stacked Efficiency:DStacked Efficiency blends Capital- and Alpha-bucket grades using the configured sleeve weights (25% capital / 75% alpha).

RGBM / RGBM.U price history

Range
+26.16%
Total return (1Y)
RGBM.TO

Total return (Yahoo adjusted close—dividends and splits per Yahoo), normalized to $10,000 at first available trade date. Educational only.

Strategy

RGBM stacks a global balanced core (equities and investment-grade-style fixed income) with a systematic managed-futures book across rates, FX, and commodities. Capital efficiency comes from derivatives, so margin and leverage caps are central to understanding the return profile.

The fund uses leverage and short positions in the macro sleeve. In stress, CAD versus USD exposure and exchange limits on futures both affect outcomes.

Manager and Issuer Pedigree

Return Stacked® Canada inherits the same intellectual lineage as the U.S. line (ReSolve / Newfound-style capital-efficiency research packaged for TSX investors via LongPoint as manager): narrow franchise, purpose-built slides, and advisor education rather than bank-branch distribution.

Sponsor scale is modest next to RBC iShares or BMO, but that keeps the product honest about capacity: you are buying a sleeve built for stacking, not a closet indexer with a macro sticker.

Outperformance

Outperforms when global balanced beta grinds while futures sleeves harvest independent trends: dollar cycles, curve steepeners, or commodity shocks that do not move global equities in lockstep.

Underperforms when correlations spike and both sleeves de-risk into the same liquidity hole; favorable tape is persistent macro trends with functioning futures markets, not simultaneous crashes in stocks and bonds with vol targeting cutting exposure late.

Official ETF page

Read the official ETF page for current NAV, holdings, and documents: Return Stacked ETFs Canada (RGBM).

Beta and MER may not be accurate.
Educational content only; not investment advice. Past performance does not guarantee future results.