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APRZTrueShares Structured Outcome (April) ETF

Stay safeGrow my money5y track recordRanked #308 of 387 in this goal

Tracks the S&P 500 Price Return Index while providing a buffer against the first 8% to 12% of losses over a twelve-month period.

By TrueShares · Launched 2021

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$33M

#4,154 of 6,040 · small

Return (1Y)

+10.7%

Track Record

5 years

#2,306 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,097+11.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Price Index

Holdings

By weight

Concentration

Top 2 holdings = 99.3% of fundconcentrated

Treasury Bill
86.9%
The Options Clearing Corp
12.3%

Asset allocation

Bonds
87.3%
Cash
12.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.2%Moderate

Year-on-year price swings

Max drawdown
-18.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.35Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the S&P 500 Price Return Index while providing a buffer against the first 8% to 12% of losses over a twelve-month period.
Strategy
Actively managed ETF that invests substantially all assets in options on the S&P 500 Price Index, employing a buffer protect strategy to mitigate the first 8% to 12% decline. Seeks to track returns of the S&P 500 Price Index while providing downside protection during the Investment Period.
Inception date
March 31, 2021
Fund family
TrueShares

Next steps

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Data updated on 2026-09-18