Sit Rising Rate ETF (RISE) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Sit Rising Rate ETF (RISE) trades at $18.77 with AI Score 44/100 (Grade C). Sit Rising Rate ETF (RISE) seeks to profit from rising interest rates by tracking the performance of a portfolio consisting… Market cap: $106M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for RISE: RISE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates RISE against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
RISE: the 3 scored disciplines are evenly split. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Sit Rising Rate ETF (RISE) Financial Services Profile
Sit Rising Rate ETF (RISE) is designed to benefit from rising interest rates by strategically investing in futures contracts and options on U.S. Treasury securities. The fund aims for a negative 10-year average effective portfolio duration, differentiating it within the asset management sector through its focus on interest rate movements.
What Is the Investment Thesis for RISE?
The Sit Rising Rate ETF (RISE) presents a unique investment proposition for those anticipating rising interest rates. Its core value driver is its ability to generate returns that are inversely correlated to the performance of U.S. Treasury securities in a rising rate environment. A key catalyst is the potential for increased volatility in fixed income markets, which could enhance the fund's trading opportunities. However, the fund's performance is highly dependent on the accuracy of interest rate forecasts. The fund's negative beta of -1.30 suggests an inverse relationship with the broader market. The ETF's success hinges on the fund manager's expertise in navigating the complexities of the fixed income derivatives market.
Based on FMP financials and quantitative analysis
RISE Key Highlights
RISE is designed to profit from rising interest rates by tracking futures and options on U.S. Treasury securities.
- The fund targets a negative 10-year average effective portfolio duration.
- The fund's portfolio includes futures and options on 2, 5, and 10-year U.S. Treasury securities.
- The weighting of Treasury Instruments is based on each maturity's duration contribution.
- The expected range for the duration-weighted percentage of the 2-year and 5-year maturity Treasury Instruments is from 30% to 70%.
Who Are RISE's Competitors?
RISE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.62 | -0.18% | $127M | 70 |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| WHF WhiteHorse Finance, Inc. | $7.26 | +2.98% | $156M | 90 |
| GGT The Gabelli Multimedia Trust Inc. | $4.11 | -0.24% | $172M | 68 |
| MPV Barings Participation Investors | $16.40 | -1.44% | $177M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RISE's Key Strengths?
Unique inverse rate strategy.
- Potential for high returns in a rising rate environment.
- Liquid and transparent ETF structure.
- Experienced management team.
What Are RISE's Weaknesses?
Performance is highly dependent on interest rate movements.
- Potential for losses in a falling rate environment.
- Complex investment strategy may be difficult for some investors to understand.
- High volatility compared to traditional fixed income investments.
What Could Drive RISE Stock Higher?
Federal Reserve policy decisions regarding interest rates.
- Inflation data releases influencing interest rate expectations.
- Geopolitical events impacting global bond yields.
What Are the Key Risks for RISE?
Negative return on equity (-26.1%) — the business is not currently generating profit on shareholder capital.
- Unexpected declines in interest rates.
- Increased competition from similar ETFs.
- Volatility in the fixed income market.
- Changes in government regulations affecting the fund's investments.
What Are the Growth Opportunities for RISE?
- Increased Volatility in Fixed Income Markets: The ongoing uncertainty surrounding inflation and monetary policy creates an environment of heightened volatility in fixed income markets. This volatility presents opportunities for RISE to generate returns through active trading of futures and options on U.S. Treasury securities. The market size for fixed income derivatives is substantial, with trillions of dollars in daily trading volume, providing ample liquidity for RISE to execute its strategy. Timeline: Ongoing.
- Rising Interest Rate Environment: If interest rates continue to rise, RISE is positioned to benefit from its negative duration target. As yields on U.S. Treasury securities increase, the value of the fund's holdings in inverse rate instruments is expected to rise. The potential upside for RISE is directly correlated to the magnitude and pace of interest rate increases. Timeline: Ongoing.
- Growing Demand for Interest Rate Hedges: As investors become more concerned about the impact of rising interest rates on their portfolios, the demand for interest rate hedging strategies is likely to increase. RISE offers a convenient and liquid way for investors to gain exposure to inverse rate movements, potentially attracting new assets to the fund. The market for hedging solutions is expanding as investors seek to protect their portfolios from interest rate risk. Timeline: Ongoing.
- Expansion of Distribution Channels: RISE could expand its reach by partnering with financial advisors and wealth management platforms to distribute the fund to a wider audience. By increasing its visibility and accessibility, RISE can attract more investors who are seeking exposure to inverse rate strategies. The distribution of ETFs through various channels is a growing trend in the asset management industry. Timeline: Ongoing.
- Development of New Inverse Rate Products: The fund manager could develop new inverse rate products that complement RISE, offering investors a suite of solutions for managing interest rate risk. These new products could target different segments of the yield curve or employ different hedging strategies, further expanding the fund's market reach. Innovation in product development is a key driver of growth in the asset management industry. Timeline: Ongoing.
What Threats Does RISE Face?
- Unexpected changes in monetary policy.
- Economic slowdown could lead to lower interest rates.
- Increased competition from other inverse rate products.
- Regulatory changes could impact the fund's investment strategy.
What Are RISE's Competitive Advantages?
- Expertise in managing fixed income derivatives.
- Targeted negative duration strategy.
- Access to liquid futures and options markets.
- First-mover advantage in the inverse rate ETF space.
What Does RISE Do?
Sit Rising Rate ETF (RISE) is an exchange-traded fund engineered to capitalize on environments characterized by increasing interest rates. The fund achieves this objective by tracking the performance of a portfolio comprising exchange-traded futures contracts and options on futures related to 2, 5, and 10-year U.S. Treasury securities. These instruments are weighted to attain a targeted negative 10-year average effective portfolio duration, a strategy designed to deliver returns as interest rates climb. The ETF's investment strategy involves carefully balancing its holdings in different Treasury maturities. The weighting of the Treasury Instruments is based on each maturity's duration contribution. Specifically, the expected range for the duration-weighted percentage of the 2-year and 5-year maturity Treasury Instruments falls between 30% and 70%. This allocation strategy aims to optimize the fund's sensitivity to interest rate fluctuations across the yield curve. By employing futures and options, RISE seeks to amplify the potential gains from rising rates while managing risk through its targeted duration and diversification across Treasury maturities.
What Products and Services Does RISE Offer?
- Invests in exchange-traded futures contracts on U.S. Treasury securities.
- Utilizes options on futures to enhance potential returns.
- Targets a negative 10-year average effective portfolio duration.
- Weights Treasury Instruments based on duration contribution.
- Aims to profit from rising interest rates.
- Manages a portfolio of 2, 5, and 10-year U.S. Treasury securities derivatives.
How Does RISE Make Money?
- Generates returns by actively managing a portfolio of futures and options on U.S. Treasury securities.
- Profits from the inverse relationship between interest rates and the value of its holdings.
- Charges a management fee to investors for providing access to its inverse rate strategy.
What Industry Does RISE Operate In?
The Sit Rising Rate ETF (RISE) operates within the asset management industry, specifically targeting investors seeking to hedge against or profit from rising interest rates. The current market environment is characterized by uncertainty regarding the future direction of interest rates, driven by factors such as inflation, economic growth, and central bank policy. RISE competes with other fixed income ETFs, but differentiates itself through its inverse relationship with Treasury yields. Competitors include AHOY, ARKY, EVIX, FUE, and HJPX, each offering different strategies for navigating the fixed income landscape.
Who Are RISE's Key Customers?
- Institutional investors seeking to hedge against rising interest rates.
- Financial advisors looking for inverse rate strategies for their clients.
- Sophisticated investors who want to profit from rising interest rates.
Sit Rising Rate ETF (RISE) Valuation Context
Valued at $106M, RISE is classified as a micro-cap stock. Relative to its peer group, RISE's quantitative score of 44/100 is below the peer average of 71/100.
Key Financial Metrics
Return on equity for Sit Rising Rate ETF stands at -26.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -22.3%, showing how much profit it generates from its asset base. Its free cash flow yield is -2.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.56 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -1.1%, the inverse of the P/E and a quick read on earnings relative to price.
RISE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Unique inverse rate strategy.
- Potential for high returns in a rising rate environment.
- Liquid and transparent ETF structure.
- Experienced management team.
Bear Case
- Performance is highly dependent on interest rate movements.
- Potential for losses in a falling rate environment.
- Complex investment strategy may be difficult for some investors to understand.
- High volatility compared to traditional fixed income investments.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
RISE Latest News
No recent news available for RISE.
RISE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for RISE.
Price Targets
Wall Street price target analysis for RISE.
RISE MoonshotScore
What does this score mean?
The MoonshotScore rates RISE 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Sit Rising Rate ETF (RISE) — Financial Services
What does the AI Score mean for RISE?
RISE holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Sit Rising Rate ETF (RISE) seeks to profit from rising interest rates by tracking the performance of a portfolio consisting of exchange traded futures contracts and options on futures on U.S …
What does Sit Rising Rate ETF do?
Sit Rising Rate ETF (RISE) is designed to profit from rising interest rates by investing in a portfolio of exchange-traded futures contracts and options on futures on 2, 5, and 10-year U.S. Treasury securities. The fund's objective is to provide investors with a means to benefit from or hedge against rising interest rates.
What are the main risks for RISE?
The primary risk for RISE is the potential for losses if interest rates decline. Since the fund is designed to profit from rising rates, a falling rate environment would negatively impact its performance.
How sensitive is RISE to interest rate changes?
RISE is designed to be highly sensitive to interest rate changes. The fund targets a negative 10-year average effective portfolio duration, which means that for every 1% increase in interest rates, the fund's value is expected to increase by approximately 10%. Conversely, a 1% decrease in interest rates would likely result in a corresponding decrease in the fund's value.
What regulatory challenges does Sit Rising Rate ETF face?
As an exchange-traded fund investing in futures and options, RISE faces regulatory oversight from the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). These agencies impose rules and regulations related to fund structure, investment strategies, and disclosure requirements. Compliance with these regulations is essential for RISE to maintain its legal and operational standing. Changes in regulations could potentially impact the fund's investment strategy and performance.
What are the key factors to evaluate for RISE?
Sit Rising Rate ETF (RISE) holds an AI score of 44/100 (low). The Sit Rising Rate ETF (RISE) presents a unique investment proposition for those anticipating rising interest rates. Not financial advice.
How frequently does RISE data refresh on this page?
RISE's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven RISE's recent stock price performance?
Sit Rising Rate ETF (RISE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Unique inverse rate strategy. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider RISE overvalued or undervalued right now?
Sit Rising Rate ETF (RISE) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for RISE, limiting the depth of available insights.
- Performance is highly dependent on future interest rate movements, which are difficult to predict.