BOXXAlpha Architect 1-3 Month Box ETF
Seeks to provide investment results that equal or exceed the price and yield performance of the 1-3 month sector of the U.S. Treasury Bill market.
By Alpha Architect · Launched 2022
Annual Cost
0.19%
#870 of 6,035 · low cost
Fund Size
$14.5B
#211 of 6,035 · large
Return (1Y)
+4.0%
Track Record
3 years
#2,838 of 6,035 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,398+4.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 100.7% of fundconcentrated
SPY 06/18/2026 10010.01 P
94.1%
SPY 06/18/2026 10.01 C
6.5%
First American Government Obligations FundFGXXX
0.1%
QQQ 03/31/2026 15.01 P
0.0%
QQQ 03/31/2026 10005.01 C
0.0%
SPY 06/18/2026 10010.01 C
0.0%
QQQ 06/30/2026 10005.01 C
0.0%
QQQ 03/31/2026 15.01 C
0.0%
QQQ 06/30/2026 15.01 P
0.0%
SPY 06/18/2026 10.01 P
0.0%
Asset allocation
Stocks
198.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
0.3%Low
Year-on-year price swings
Max drawdown
-0.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.81Strong risk-adjusted returns
Sortino (3Y)
2.89Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investment results that equal or exceed the price and yield performance of the 1-3 month sector of the U.S. Treasury Bill market.
- Strategy
- Actively manages a series of Box Spreads using long and short exchange-listed options to achieve returns that equal or exceed the price and yield performance of the 1-3 month U.S. Treasury Bill market. The strategy involves high portfolio turnover and may include cash and cash equivalents.
- Inception date
- December 27, 2022
- Fund family
- Alpha Architect
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Data updated on 2026-09-17