BTRBeacon Tactical Risk ETF
Diversifier#188 of 228 for Diversifier
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 market sector exchange-traded funds.
Beacon Capital Management Inc · Since 2023 (3 years)
Annual Cost
1.08%
#4934 out of 5,332 ETFs
Fund Size
$35M
#3651 out of 5,332 ETFs
Dividend Yield
1.26%
Track Record
3 years
#3077 out of 5,332 ETFs
Performance
1 Year
+16.5%
3 Years
+3.9%
5 Years
N/A
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
98.3%
Cash
1.2%
Other
0.6%
Sector breakdown
Energy
12.1%
Technology
10.0%
Consumer Cyclical
9.3%
Utilities
9.2%
Healthcare
9.1%
Communication
9.0%
Industrials
8.9%
Basic Materials
8.5%
Other
23.8%
Top holdings
Vanguard Energy ETFVDE12.0%
Vanguard Materials ETFVAW9.4%
Vanguard Industrials ETFVIS9.3%
Vanguard Utilities ETFVPU9.2%
Vanguard Information Technology ETFVGT9.0%
Vanguard Health Care ETFVHT9.0%
Vanguard Communication Services ETFVOX8.9%
Vanguard Consumer Discretionary ETFVCR8.3%
Vanguard Consumer Staples ETFVDC8.3%
Vanguard Real Estate ETFVNQ8.0%
Risk profile
Volatility (1Y)
9.7%
Moderate
Max drawdown
-16.7%
Worst peak-to-trough loss
Sharpe (3Y)
0.08
Below average
Sortino (3Y)
0.11
Moderate downside risk
Bond profile
Credit ratings
AAA
62.2%
AA
3.6%
A
16.3%
BBB
17.9%
Other
0.0%
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Data updated on 2026-05-05