The Return Stacked™ 60/40: Absolute Return Index aims to provide exposure to a U.S. 60% equity, 40% bond allocation while “stacking” diversifying alternative exposures, including tail protection, on top. Stacking is achieved by allocating to a custom basket of widely available Mutual Funds and ETFs, which embed a variety of capital efficient exposures to equities, bonds and alternative strategies.
The Index is designed to preserve exposure to core stock and bond allocations, while bolstering expected risk-adjusted returns with non-correlated return streams like trend following, global macro, and tail-hedging strategies.
The Index targets a volatility and drawdown profile similar to a U.S. balanced portfolio. Of course, there is no guarantee that the Index will meet this objective.
For information about the constituent funds and underlying exposures, please refer to the Index Methodology and Stacking Returns™ paper, respectively.
Download Index Data
Index Methodology
Stacking Returns™: Strategies for Overcoming a Low Return Environment
ReSolve Brochure – Inside Our DNA
Calendar Performance


Historical Performance from October 1st, 2021
Hypothetical Performance Prior to September 30th, 2021

Return Statistics August 31, 2023

Holdings As of August 31, 2023



Return Stacking™ in Media
