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ATCLRex Autocallable Income ETF

Grow my moneyGet incomeNewRanked #1,544 of 1,650 in this goal

Seeks to generate high monthly income while providing reduced downside risk through exposure to the Bloomberg US Large Cap VolMax Autocallable Index.

Launched 2026

Annual Cost

—

#5,854 of 5,854 · expensive

Fund Size

—

#5,854 of 5,854 · small

Return (1Y)Goal

N/A

Track Record

6 months

#5,183 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,442+4.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

Bloomberg US Large Cap VolMax Autocallable Index

What it actually holds

By weight

Concentration

Top 4 holdings = 100.0% of fundconcentrated

TREASURY BILL
95.5%
The Laddered T-Bill ETF
3.7%
First American Government Obli
3.1%
N/A
-2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca, NYSE American

Full fund details

Objective
Seeks to generate high monthly income while providing reduced downside risk through exposure to the Bloomberg US Large Cap VolMax Autocallable Index.
Strategy
Actively manages a portfolio of synthetic autocallable yield notes to generate high monthly income while providing reduced downside risk. Invests primarily in unfunded total return swap agreements referencing the Bloomberg US Large Cap VolMax Autocallable Index and U.S. government securities.
Inception date
February 18, 2026

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-03