BOUTInnovator IBD Breakout Opportunities ETF
Tracks the IBD® Breakout Stocks Index.
By Capital-FORCE ETF · Launched 2018
Annual Cost
0.80%
#4,362 of 5,861 · expensive
Fund Size
$17M
#4,570 of 5,861 · small
Return (1Y)Goal
+22.8%
Track Record
7 years
#1,772 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,396+24.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Index tracking
Index tracked
IBD Breakout Stocks Index
What it actually holds
By weightConcentration
Top 10 holdings = 54.9% of fundmoderately concentrated
Mount Vernon Liquid Assets Portfolio, LLC
23.2%
Sandisk Corp/DE
4.3%
LivaNova PLC
3.7%
Bilibili Inc
3.6%
Amentum Holdings Inc
3.6%
Medline Inc
3.4%
Wayfair Inc
3.4%
Legence Corp
3.3%
VSE Corp
3.2%
LB Pharmaceuticals Inc
3.2%
Asset allocation
Stocks
99.5%
Cash
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
22.6%High
Year-on-year price swings
Max drawdown
-37.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.73Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the IBD® Breakout Stocks Index.
- Strategy
- Invests primarily in equity securities that comprise the IBD® Breakout Stocks Index using an indexing investment approach. The Fund targets small, mid, and large capitalization companies across consumer discretionary, industrials, and information technology sectors.
- Inception date
- September 12, 2018
- Fund family
- Capital-FORCE ETF
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Data updated on 2026-08-04