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Beacon

AHLTAmerican Beacon AHL Trend ETF

Diversifier3y track recordRanked #141 of 281 in this goal

Seeks capital growth.

By American Beacon · Launched 2023

Annual Cost

0.96%

#5,141 of 6,040 · expensive

Fund Size

$151M

#2,710 of 6,040 · mid-size

Return (1Y)

+30.6%

Track Record

3 years

#3,068 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,242+32.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Systematic alpha

Holdings

By weight

Concentration

Top 10 holdings = 87.3% of fundconcentrated

United States Treasury
20.9%
United States Treasury
18.2%
United States Treasury
17.1%
United States Treasury
15.0%
United States Treasury
4.0%
United States Treasury
4.0%
United States Treasury
4.0%
United States Treasury
2.0%
FORWARDS HSBC COCLLATERAL
1.2%
ICE Futures Europe
0.9%

Asset allocation

Stocks
93.6%
Cash
48.8%
Other
25.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.4%Moderate

Year-on-year price swings

Max drawdown
-19.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.36Below average
Sortino (3Y)
0.49Moderate downside risk

Bond profile

Avg maturity

10.4 years

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital growth.
Strategy
Implements a quantitative trading strategy to capitalize on price trends in over 20 global markets, utilizing derivatives including futures contracts. The strategy aims for a stable volatility target of 15% of net asset value, with exposure to U.S. and non-U.S. currencies and significant ties to Europe and Japan.
Inception date
August 30, 2023
Fund family
American Beacon

Next steps

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Data updated on 2026-09-18