BCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF

Beat inflation9y track recordRanked #35 of 111 in this goal

Seeks to provide investment results that closely correspond to the performance of the Bloomberg Commodity Index 3 Month Forward Total Return SM.

By Aberdeen Standard Investments · Launched 2017

Annual Cost

0.30%

#1,431 of 6,040 · low cost

Fund Size

$439M

#1,759 of 6,040 · large

Return (1Y)

+32.6%

Track Record

9 years

#1,520 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,481+34.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Commodity

Index tracked

Bloomberg Commodity Index 3 Month Forward Total Return

Holdings

By weight

Concentration

Top 10 holdings = 49.4% of fundmoderately concentrated

State Street Global Advisors

10.0%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

United States Treasury

4.4%

Asset allocation

Bonds

46.4%

Cash

35.3%

Other

18.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.6%Moderate

Year-on-year price swings

Max drawdown

-29.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.75Decent risk-adjusted returns

Sortino (3Y)

1.07Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that closely correspond to the performance of the Bloomberg Commodity Index 3 Month Forward Total Return SM.
Strategy: Employs a passive management approach designed to track the Bloomberg Commodity Index 3 Month Forward Total Return SM. Invests in futures contracts on physical commodities and may use a wholly-owned subsidiary for exposure to commodity futures, aiming for total return that tracks the Index.
Inception date: March 30, 2017
Fund family: Aberdeen Standard Investments