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BUFCAB Conservative Buffer ETF

Grow my moneyDiversifier2y track recordRanked #64 of 281 in this goal

Seeks a conservative level of capital appreciation while providing potential downside protection against market declines.

By AllianceBernstein · Launched 2023

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$1.1B

#1,143 of 6,040 · large

Return (1Y)

+7.1%

Track Record

2 years

#3,266 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,689+6.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.1% of fundconcentrated

Morgan Stanley & Co. LLC
99.5%
Alliance Bernstein
0.5%
Morgan Stanley & Co. LLC
0.0%
Morgan Stanley & Co. LLC
-0.0%
Morgan Stanley & Co. LLC
-0.0%

Asset allocation

Stocks
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.5%Low

Year-on-year price swings

Max drawdown
-8.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks a conservative level of capital appreciation while providing potential downside protection against market declines.
Strategy
Actively-managed ETF that invests primarily in options on the Underlying ETF to achieve capital appreciation while providing a Hedge Period Buffer against declines of up to 15%. Focuses on large capitalization U.S. equity market securities.
Inception date
December 12, 2023
Fund family
AllianceBernstein

Next steps

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Data updated on 2026-09-18