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BNKUMicroSectors™ U.S. Big Banks 3x Leveraged ETNs

Take a bet1y track recordRanked #140 of 1,006 in this goal

Seeks to provide 3x leveraged exposure to the performance of the Solactive MicroSectors™ U.S. Big Banks Index.

By BMO Capital Markets · Launched 2025

Annual Cost

0.35%

#1,550 of 6,062 · low cost

Fund Size

$44M

#3,872 of 6,062 · mid-size

Return (1Y)

+46.0%

Track Record

1 year

#4,109 of 6,062 · young

Performance

Total-return NAV · USD
Growth of $10,000
$14,057+40.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Leveraged

Index tracked

Solactive MicroSectors US Big Banks Index

Holdings

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

Wells Fargo & CoWFC
10.3%
Bank of New York Mellon CorpBNY
10.2%
JPMorgan Chase & CoJPM
10.1%
Bank of America CorpBAC
10.0%
Citigroup IncC
10.0%
U.S. BancorpUSB
10.0%
Morgan StanleyMS
9.9%
PNC Financial Services Group IncPNC
9.9%
The Goldman Sachs Group IncGS
9.9%
Charles Schwab CorpSCHW
9.7%

Asset allocation

Stocks
100.0%

By sector

Financial Services
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
59.3%High

Year-on-year price swings

Max drawdown
-91.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.02Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide 3x leveraged exposure to the performance of the Solactive MicroSectors™ U.S. Big Banks Index.
Strategy
Tracks the performance of 10 of the largest U.S. banking and investment services stocks, providing 3x leveraged exposure. The index is equally weighted and includes dividends in its total return calculation.
Inception date
February 20, 2025
Fund family
BMO Capital Markets

Next steps

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Data updated on 2026-09-19