BSRBeacon Selective Risk ETF
The fund is an actively managed exchange-traded fund (“ETF”) that may engage in active trading. The fund advisor will use a “fund of funds” approach, and seeks to achieve the fund's investment objective by investing in the shares of Vanguard Sector exchange-traded funds.
Beacon Capital Management Inc · Since 2023 (3 years)
Annual Cost
1.09%
#4944 out of 5,332 ETFs
Fund Size
$38M
#3580 out of 5,332 ETFs
Dividend Yield
1.04%
Track Record
3 years
#3077 out of 5,332 ETFs
Performance
1 Year
+10.9%
3 Years
+8.4%
5 Years
N/A
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
65.2%
Bonds
33.3%
Cash
1.2%
Other
0.3%
Sector breakdown
Energy
16.4%
Utilities
15.7%
Consumer Defensive
13.9%
Healthcare
13.9%
Real Estate
12.5%
Industrials
12.5%
Basic Materials
12.4%
Consumer Cyclical
1.7%
Other
0.9%
Top holdings
Vanguard Energy ETFVDE10.8%
Vanguard Utilities ETFVPU10.4%
Vanguard Consumer Staples ETFVDC9.3%
Vanguard Materials ETFVAW9.1%
Vanguard Health Care ETFVHT9.0%
Vanguard Industrials ETFVIS8.7%
Vanguard Long-Term Bond ETFBLV8.4%
Vanguard Interm-Term Bond ETFBIV8.4%
Vanguard Short-Term Infl-Prot Secs ETFVTIP8.4%
Vanguard Extended Duration Trs ETFEDV8.4%
Risk profile
Volatility (1Y)
24.9%
High
Max drawdown
-15.7%
Worst peak-to-trough loss
Sharpe (3Y)
0.36
Below average
Sortino (3Y)
0.53
Moderate downside risk
Bond profile
Duration
3.1 years
Avg maturity
7.8 years
Credit ratings
US Government
26.4%
AAA
78.3%
AA
2.2%
A
9.4%
BBB
10.1%
Other
0.0%
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Data updated on 2026-05-05