August 4, 2021
Robert Netzly

World’s First Actively Managed Biblical ETF Hits One-Year of Trading

The world’s firstactively managed biblically responsible exchange traded fund, the InspireTactical Balanced ESG ETF (NYSE: RISN), celebrated one year of trading on Thursday,July 15th, 2020.

Boise, ID, August 2, 2021 – The world’s first actively managed biblically responsible exchange traded fund, the Inspire Tactical Balanced ESG ETF (NYSE: RISN), celebrated one year of trading on Thursday, July 15th, 2020. The fund from biblically responsible investing firm, Inspire Investing, uses active management to seek outperformance relative to the US large cap stock market over the long term with lower volatility, rather than simply tracking index performance.

Since the funds inception on July 15, 2020 through July 15, 2021, RISN has accumulated $96.6 million in assets under management (AUM) and has delivered annualized returns of 23.07% on market price and 23.21% on the NAV compared to its benchmark S&P Target Risk Moderate Index of 13.62% over the same time period. The complete standardized returns table comparing multiple time-frames since inception is below, for both the one year anniversary and as of the most recent quarter end.

“We are very pleased with the growth and performance of RISN during its first year. RISN is a great option for investors looking to incorporate active management in their portfolios without violating biblical values,” said Inspire CEO, Robert Netzly. “Every year that goes by provides more credibility that biblically responsible investing can be a valuable investment approach.”
PERFORMANCE AS of most recent quarter-end (6/30/21)
(Returns greater than 1 year are annualized. Data from Bloomberg and inspireetf.com.) 1 year anniversary
(7/15/20 - 7/15/21)
3M 6 M YTD Since INception
(7/15/20-6/30/21)
Inspire Tactical Balanced ESG ETF – NAV1 23.18% 8.71% 14.27% 13.59% 22.05%
Inspire Tactical Balanced ESG ETF - Market Price2 23.05% 8.81% 14.25% 13.61% 22.15%
S&P Target Risk Moderate Index 13.62% 3.86% 4.69% 4.69% 12.96%

Past performance is no guarantee of future results. The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. For performance data current to the most recent month end, please call 877.658.9473. S&P Target Risk Moderate Index is designed to measure the performance of moderate stock-bond allocations to fixed income while seeking to increase opportunities for higher returns through equities.

1Inspire Funds are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns.

2Market Price returns are based upon the official closing price on the listing exchange (NYSE ARCA) at 4:00 p.m. ET when NAV is normally determined for most Inspire Funds, and do not represent the returns you would receive if you traded shares at other times.

About RISN

The Inspire Tactical Balanced ESG ETF (NYSE: RISN) is the world’s first actively managed faith-based ETF and is designed to be a core portfolio holding. RISN tactically shifts its holdings between varying proportions of US large cap stocks and US Treasury bonds, or other defensive assets, based on proprietary technical analysis signals developed by experienced father-son duo, Keith Chandler and Jacob Chandler, two of the fund’s four managers. RISN comes with an expense ratio of 0.84% and like all Inspire ETFs it utilizes the Inspire Impact Score™ to seek out inspiring, biblically aligned companies to invest in accordance with biblically responsible investing (BRI) principles.

For more information on the Inspire Tactical Balanced ESG ETF, visit www.inspireetf.com/risn. 

About Inspire Investing

Inspire Investing is a leading provider of biblically responsible, faith-based ESG (environmental, social and governance)3 investments and creator of the globally recognized Inspire Impact Score™ which is used by investors around the world to measure the biblical alignment of their investments according to Biblically Responsible Investing (BRI) principles.

Inspire is recognized in the 2020 Inc. 5000 list of America’s fastest growing private companies and The Financial Times “Americas’ Fastest Growing Companies 2021”. Inspire’s Discretionary Assets Under Management (AUM) has grown another 29% so far this year, bringing total assets to $1.69 billion as of June 30, 2021.

Inspire also donates 50% or more of their own corporate profits to support impactful ministry projects around the globe through its Give50 Program. Most recently Inspire adopted a village in the coffee farming mountains of Guatemala to completely transform the lives of the those living in that impoverished village. Thanks to investors, advisors and institutions using Inspire products, the village now has a church building, a clean water well, and improved education facilities. Up next on the list is a fully functional medical clinic, child sponsorships, and Bible distribution. To learn more about the Give50 program, please visit www.inspireinvesting.com/impact.

Visit www.inspireinvesting.com to learn more about Inspire’s biblically responsible investment products and inspiring impact projects.

Media contact:
Eric Smyth
Media Relations
(208)994-0832
inspire@inspireinvesting.com

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3Environmental criteria considers how a company performs as a steward of nature. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company’s leadership, executive pay, audits, internal controls, and shareholder rights.

Investment advisory services offered through CWM Advisors, LLC dba Inspire, a Registered Investment Advisor with the SEC.

Important Risk Information: Inspire, the adviser, provides the index for the Inspire Funds to track.  The indexes use software that analyzes publicly available data relating to the primary business activities, products and services, philanthropy, legal activities, policies and practices when assigning Inspire Impact Scores to a company.  The securities with the highest Inspire Impact Scores are included in the Indexes and are equally weighted.  As the Fund may not fully replicate the Index, it is subject to the risk that investment management strategy may not produce the intended results.

Securities in the Index or in the Fund’s portfolio may underperform in comparison to the general securities markets or other asset classes. The Fund may focus its investments in securities of a particular industry to the extent the Index does. This may cause the Fund’s net asset value to fluctuate more than that of a fund that does not focus in a particular industry. Fluctuations in the value of equity securities held by the Fund will cause the net asset value (“NAV”) of the Fund to fluctuate.

Investments in foreign securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.

There is no guarantee that the Funds will achieve their objective, generate positive returns, or avoid losses. Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireinvesting.com. Read it carefully. The Inspire ETFs are distributed by Foreside Financial Services LLC., Member FINRA/SIPC.

‍Inspire and Foreside Financial Services LLC are not affiliated.

The Fund is actively managed and does not seek to replicate an index. The adviser's judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund's performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal. The Fund invests its assets in securities with an Inspire Impact Score® of zero or higher. As a result of its strategy, the Fund's exclusion of securities of certain issuers for nonfinancial reasons may cause the Fund to forgo some market opportunities available to funds that do not use these criteria. The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes. ‍ The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes. The Fund will have exposure to gold and precious metals. Investments in gold and precious metals may be speculative and subject to greater price volatility than investments in other types of assets. Although U.S. Government securities are considered among the safest investments, they are not guaranteed against price movements due to changing interest rates. The Fund is a new ETF with a limited history of operations for investors to evaluate.

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There is no guarantee that the Funds will achieve their objective, generate positive returns, or avoid losses. Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireetf.com. Read it carefully. The Inspire ETFs are distributed by Foreside Financial Services LLC., Member FINRA / SIPC. 

Inspire and Foreside Financial Services LLC are not affiliated. 

ETF shares are not redeemable with the issuing fund other than in large Creation Unit aggregations. Instead, investors must buy or sell ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. The NAV of the Fund’s shares is calculated each day the national securities exchanges are open for trading as of the close of regular trading on the New York Stock Exchange (“NYSE”), normally 4:00 p.m. Eastern time (the “NAV Calculation Time”). Shares are bought and sold at market price (closing price) not NAV. Market Price returns are based upon the official closing price on the listing exchange (NYSE ARCA) at 4:00 p.m. ET when NAV is normally determined for most Inspire Funds, and do not represent the returns you would receive if you traded shares at other times.

An active secondary market for the Fund’s shares may not exist. Although the Fund’s shares will be listed on an exchange, subject to notice of issuance, it is possible that an active trading market may not develop or be maintained. There is no guarantee that distributions will be paid. 

Investment advisory services offered through CWM Advisors, LLC dba Inspire, a Registered Investment Advisor with the SEC. 

National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877)658-9473; Email: admin@inspireinvesting.com 

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