BOXAAlpha Architect Aggregate Bond
Seeks to exceed the total return performance of an investment that tracks the U.S. Aggregate Bond Market.
By Alpha Architect · Launched 2024
Annual Cost
0.23%
#1,033 of 5,861 · low cost
Fund Size
$15M
#4,663 of 5,861 · small
Return (1Y)Goal
+2.0%
Track Record
1 year
#3,927 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,198+2.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 6 holdings = 99.9% of fundconcentrated
AGG 09/18/2026 25.01 C
72.6%
SPY 06/18/2026 10010.01 P
23.5%
First American Government Obligations FundFGXXX
2.1%
SPY 06/18/2026 10.01 C
1.6%
SPY 06/18/2026 10010.01 C
0.0%
SPY 06/18/2026 10.01 P
0.0%
Asset allocation
Stocks
198.7%
Other
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.7%Low
Year-on-year price swings
Max drawdown
-3.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to exceed the total return performance of an investment that tracks the U.S. Aggregate Bond Market.
- Strategy
- Actively manages a portfolio of options on ETFs and indexes to generate a total return in excess of the Solactive US Aggregate Bond Index. Targets notional exposure of 80% to 120% to the U.S. Aggregate Bond Market.
- Inception date
- December 17, 2024
- Fund family
- Alpha Architect
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Data updated on 2026-08-04