BTRNGlobal X Bitcoin Trend Strategy ETF

Take a bet2y track recordRanked #716 of 775 in this goal

Seeks investment results that correspond to the performance of the CoinDesk Bitcoin Trend Indicator Futures Index.

By Global X Funds · Launched 2024

Annual Cost

0.95%

#4,684 of 5,562 · expensive

Fund Size

$2M

#5,378 of 5,562 · small

Return (1Y)Goal

-16.7%

Track Record

2 years

#3,495 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$8,407-15.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Tactical allocation

Index tracked

CoinDesk Bitcoin Trend Indicator Futures Index

What it actually holds

By weight

Concentration

Top 5 holdings = 112.2% of fundconcentrated

Global X 1-3 Month T-Bill ETF

68.3%

N/ABTCX25

20.5%

United States of America

9.2%

United States of America

9.2%

N/AMBTX25

4.9%

Asset allocation

Cash

79.1%

Other

20.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.6%Moderate

Year-on-year price swings

Max drawdown

-37.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond to the performance of the CoinDesk Bitcoin Trend Indicator Futures Index.
Strategy: Invests primarily in Bitcoin Futures and U.S. Treasury ETFs based on a dynamic allocation signal. The strategy involves rebalancing according to the CoinDesk Bitcoin Trend Indicator, which assesses bitcoin price trends.
Inception date: March 20, 2024
Fund family: Global X Funds