ARMHArm Holdings PLC ADRhedged

Grow my money1y track recordRanked #2,044 of 2,960 in this goal

Seeks to provide investment results that correspond to the total return of Arm Holdings Plc ordinary shares.

By ADRH · Launched 2025

Annual Cost

0.19%

#957 of 5,562 · low cost

Fund Size

$6M

#4,991 of 5,562 · small

Return (1Y)Goal

+209.3%

Track Record

1 year

#4,244 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$30,593+205.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 3 holdings = 100.0% of fundconcentrated

ARM Holdings PLC

98.7%

DREYFUS TRSRY SECURITIES

1.2%

CANADIAN IMPERIAL BANK OF COMMERCE

0.2%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Technology

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

66.7%High

Year-on-year price swings

Max drawdown

-42.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond to the total return of Arm Holdings Plc ordinary shares.
Strategy: Invests primarily in American Depositary Receipts (ADRs) of Arm Holdings Plc and employs a currency swap to hedge against U.S. dollar and British Pound fluctuations. The fund does not seek to replicate a specific index and is non-diversified.
Inception date: March 13, 2025
Fund family: ADRH