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BFIXBuild Bond Innovation ETF

Get income4y track recordRanked #1,192 of 1,705 in this goal

Seeks capital appreciation and risk mitigation.

By Build Asset Management, LLC · Launched 2022

Annual Cost

0.45%

#2,319 of 6,035 · average

Fund Size

$14M

#4,795 of 6,035 · small

Return (1Y)

+1.5%

Track Record

4 years

#2,564 of 6,035 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,141+1.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Option income

Focus

Private Equity

Holdings

By weight

Concentration

Top 10 holdings = 47.5% of fundmoderately concentrated

US TREASURY N/B
7.2%
US TREASURY N/B
5.2%
US TREASURY N/B
5.2%
US TREASURY N/B
5.1%
US TREASURY N/B
5.1%
US TREASURY N/B
4.2%
US TREASURY N/B
4.1%
US TREASURY N/B
3.9%
US TREASURY N/B
3.8%
US TREASURY N/B
3.6%

Asset allocation

Bonds
97.7%
Other
0.9%
Cash
0.7%
Stocks
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.7%Low

Year-on-year price swings

Max drawdown
-8.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.65Decent risk-adjusted returns
Sortino (3Y)
0.97Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

9.9 years

Credit ratings

US Government
69.9%
AAA
0.6%
AA
63.3%
A
16.2%
BBB
19.5%
Other
0.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation and risk mitigation.
Strategy
Actively manages a portfolio of U.S. dollar-denominated, investment-grade bonds from U.S. and non-U.S. issuers, alongside an Equity Option Overlay Strategy using long call and put options. Aims for capital appreciation while mitigating risk through a moderate duration and investment-grade quality profile.
Inception date
February 9, 2022
Fund family
Build Asset Management, LLC

Next steps

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Data updated on 2026-09-17