BITCBitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

Grow my money3y track recordRanked #2,582 of 2,960 in this goal

Seeks to provide investors with capital appreciation.

By Bitwise Investments · Launched 2023

Annual Cost

0.88%

#4,451 of 5,562 · expensive

Fund Size

$16M

#4,512 of 5,562 · small

Return (1Y)Goal

-15.0%

Track Record

3 years

#2,956 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$8,819-11.8%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Systematic alpha

What it actually holds

By weight

Concentration

Top 2 holdings = 99.9% of fundconcentrated

TREASURY BILL

96.5%

DWS Government Money Market Series

3.5%

Asset allocation

Cash

99.8%

Other

0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

25.2%High

Year-on-year price swings

Max drawdown

-31.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.90Decent risk-adjusted returns

Sortino (3Y)

1.41Good downside protection

Bond profile

Credit ratings

US Government

89.1%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investors with capital appreciation.
Strategy: Invests primarily in bitcoin futures contracts and U.S. Treasury securities, rotating exposure based on a trend-following strategy. The Fund utilizes a proprietary quantitative signal based on bitcoin's moving averages to manage risk and enhance returns.
Inception date: March 20, 2023
Fund family: Bitwise Investments