AOTSAOT Software Platform ETF

Grow my moneyRanked #2,930 of 2,960 in this goal

Seeks to track the total return performance of the AOT VettaFi Software Platform Index.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

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#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

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#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$8,798-12.0%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Index tracking

Sector

Index tracked

AOT VettaFi Software Platform Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-20.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to track the total return performance of the AOT VettaFi Software Platform Index.
Strategy: Uses a passive management approach to track the total return performance of the Index, which consists of the top 50 software-driven enterprises based on quality and market presence scores.