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RTRE

GradeDChicago Board Options Exchange

Collaborative Investment Series Trust - Rareview Total Return Bond ETF

Specialty Bonds · Rareview · Inception 2024-06-03

$23.86−0.25 (−1.03%)

As of Sep 23, 2026, 1:32 PM EDT

History starts Jun 3, 2024.
Intraday session: down, 7 prints from 24.11 to 23.86. Range 23.86 to 24.11. Use the arrow keys to read each point.$23.90$24.00$24.1010 AM12 PM2 PM4 PM
Expense ratio
1.33%
Fund size
$62M
1Y return
−0.8%
Yield · Last 12 months
4.70%
Holdings
180
Volume · 30D
0M sh
NAV per share
$24.11
52W range
low $24.02high $25.79

The ETF.net RTRE Grade

D

28/ 100

Rank 16 of 25 in Multi-Sector Bond Income

Confidence Medium

Six-pillar profile for RTRE. Scores out of 100: Cost 8, Risk 17, Mission not scored, Tradability 48, Holdings 71, Durability 44. Strongest: Holdings (71). Weakest: Cost (8). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 28 of 100 sits in the D band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 8
    Category rank23/25 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    FScore 17
    Category rank20/20 · bottom quartile
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    CScore 48
    Category rank13/25 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 71
    Category rank7/25 · top 28%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 44
    Category rank17/25 · mid-pack

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

RTRE Holdings

As of Sep 20, 2026, 9:17 AM
Asset class
Bonds
Holdings
180
Top-10 weight
29%
Largest holding
RDFI8.1%

Sectors

  • Financials48.5%
  • Energy37.5%
  • Utilities5.1%
  • Real Estate3.9%
  • Industrials2.7%
  • Consumer Discr.0.8%
  • Cons. Staples0.4%
  • Health Care0.4%
  • Materials0.3%
  • Communication0.3%
  • Technology0.3%

Geography

  • United States98.72%
  • Canada0.64%
  • Bermuda0.36%
  • Cayman Islands0.28%
The fund’s holdings, weight-ordered — page 1 of 12.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001RDFIRAREVIEW DYNAMIC FIXED INCOME8.14%224,607$5M1
002USTN 3.875% 03/31/314.20%2,702,000$3M40
003RMMERAREVIEW GOVERNMENT MONEY4.14%25,594$3M5
004WI TREASURY SEC 02/36 4.253.12%2,057,000$2M54
005UNITED STATES DEPARTMENT OF 03/33 43.01%1,925,000$2M39
006UNITED STATES DEPARTMENT 03/28 3.751.59%995,000$984K41
007FEMBFIRST TRUST EMERGING MARKETS1.31%27,768$811K4
008FNFANNIEMAE 30YR 3.5% 11/54#FA041.29%911,970$799K183
009EMHYISHARES EMERGING MARKETS HIG1.28%19,876$789K3
010FNMA POOL MA4626 FN 06/52 FIXED 41.22%833,494$755K6
011FR SD82131.16%850,441$717K14
012FREDDIE MAC POOL1.15%781,183$709K11
013FNMA POOL MA5026 FN 04/53 FIXED 3.51.13%794,997$701K2
014FN MA46241.10%808,695$682K11
015UMBS P#MA4782 3.5% 10/01/521.10%772,596$681K1

Showing 1–15 of 179 holdings

RTRE Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

RTRE$9,922
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. RTRE $9,922. SPY $11,723. Use the arrow keys to read each point.$9,353$10,646$11,940Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for RTRE. Periods over one year show the average yearly return.
PeriodRTRE
Year to date−1.7%
1 month−1.1%
3 months−1.8%
1 year−0.8%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for RTRE
YearReturn barRTRE
2026 YTD−1.7%
2025+6.6%
2024+1.8%

Since listing, Jun 3, 2024

RTRE in the news

ETF.net Research hasn’t filed on RTRE yet — coverage lands here as it’s written.

RTRE Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
4.70%Last 12 months
Payout per share
$1.13Last 12 months
Last payment
$0.09 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2024–2026

One bar per payment. 27 payments from 2024 to 2026 YTD. Jul 2, 2024 $0.04; Aug 2, 2024 $0.08; Sep 4, 2024 $0.09; Oct 2, 2024 $0.09; Nov 4, 2024 $0.09; Dec 3, 2024 $0.08; Dec 17, 2024 $0.36; Feb 4, 2025 $0.06; Mar 4, 2025 $0.07; Apr 2, 2025 $0.07; May 2, 2025 $0.07; Jun 3, 2025 $0.08; Jul 2, 2025 $0.08; Aug 4, 2025 $0.08; Sep 3, 2025 $0.08; Oct 2, 2025 $0.09; Nov 4, 2025 $0.10; Dec 2, 2025 $0.08; Dec 16, 2025 $0.15; Feb 3, 2026 $0.08; Mar 3, 2026 $0.08; Apr 2, 2026 $0.08; May 4, 2026 $0.09; Jun 2, 2026 $0.10; Jul 2, 2026 $0.10; Aug 4, 2026 $0.10; Sep 2, 2026 $0.09. Use the arrow keys to read each point.202420252026YTD
Ex-datePay dateAmount per share
Sep 2, 2026Sep 3, 2026$0.09
Aug 4, 2026Aug 5, 2026$0.10
Jul 2, 2026Jul 6, 2026$0.10
Jun 2, 2026Jun 3, 2026$0.10
May 4, 2026May 5, 2026$0.09
Apr 2, 2026Apr 6, 2026$0.08
Mar 3, 2026Mar 4, 2026$0.08
Feb 3, 2026Feb 4, 2026$0.08
Dec 16, 2025Dec 17, 2025$0.15
Dec 2, 2025Dec 3, 2025$0.08
Nov 4, 2025Nov 5, 2025$0.10
Oct 2, 2025Oct 3, 2025$0.09

RTRE Risk

How much the fund’s monthly returns vary, scaled to a year.
4.5%
Annualised · 26 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
−0.11
vs 3-month T-bills · 26 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−5.0%
27 months · trough Jan 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.15
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

RTRE Cost

Expense ratio1.33%
  • The middle half of Multi-Sector Bond Income funds
  • Median 0.55%

20 of the 23 Multi-Sector Bond Income funds charge less.

RTRE costs $133.00 a year on $10,000. The median Multi-Sector Bond Income fund costs $55.00.