ACTSFIS Tactical Equity ETF

Grow my moneyRanked #2,880 of 2,960 in this goal

Seeks long-term growth of capital during up markets and protection of capital during market drawdowns.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,738+17.4%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Focus

Faith Based

Index tracked

S&P 500 Total Return Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks long-term growth of capital during up markets and protection of capital during market drawdowns.
Strategy: Invests primarily in equity securities, including common stock and ADRs/GDRs of domestic and international companies. Employs a tactical active management strategy based on proprietary analysis of macroeconomic events and a Christian values overlay to identify biblically aligned companies.