BTRBeacon Tactical Risk ETF
Seeks long-term capital appreciation.
By Beacon Capital Management Inc · Launched 2023
Annual Cost
1.08%
#5,405 of 5,854 · expensive
Fund Size
$33M
#4,062 of 5,854 · small
Return (1Y)Goal
+15.6%
Track Record
3 years
#2,908 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,622+16.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 92.0% of fund✓ diversified through underlying funds
Vanguard World Fund
10.5%
Vanguard World Fund
9.8%
Vanguard World Fund
9.7%
Vanguard World Fund
9.3%
Vanguard World Fund
9.2%
Vanguard World Fund
9.1%
Vanguard World Fund
9.0%
Vanguard World Fund
8.6%
Vanguard World Fund
8.5%
Vanguard Index Funds
8.3%
Asset allocation
Stocks
98.1%
Cash
1.4%
Other
0.5%
By sector
Technology
12.3%
Energy
10.0%
Industrials
9.5%
Healthcare
9.5%
Consumer Cyclical
9.3%
Utilities
8.7%
Communication
8.6%
Real Estate
8.4%
Other
23.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.0%Moderate
Year-on-year price swings
Max drawdown
-16.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.10Below average
Sortino (3Y)
0.13Moderate downside risk
Bond profile
Credit ratings
AAA
62.2%
AA
3.6%
A
16.3%
BBB
17.9%
Other
0.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a fund of funds approach, investing in U.S. market sector ETFs to achieve long-term capital appreciation. The fund monitors sector performance and reallocates to fixed income ETFs during market volatility, ensuring diversification across sectors.
- Inception date
- April 17, 2023
- Fund family
- Beacon Capital Management Inc
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Data updated on 2026-08-03