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CARDMax Auto Industry -3X Inverse Leveraged ETN

Take a bet3y track recordRanked #659 of 949 in this goal

Seeks daily investment results equal to -3x the daily performance of the Prime Auto Industry Index, less a Daily Investor Fee.

By Bank of Montreal · Launched 2023

Annual Cost

0.95%

#4,876 of 5,854 · expensive

Fund Size

$1M

#5,572 of 5,854 · small

Return (1Y)Goal

-36.9%

Track Record

3 years

#2,980 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$6,427-35.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Inverse

Index tracked

Prime Auto Industry Index

What it actually holds

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

Tesla IncTSLA
12.0%
Carvana Co Class ACVNA
10.4%
AutoZone IncAZO
10.1%
Ford Motor CoF
9.5%
Rivian Automotive Inc Class ARIVN
7.6%
O'Reilly Automotive IncORLY
7.2%
General Motors CoGM
6.5%
Genuine Parts CoGPC
5.5%
Ferrari NVRACE.MI
4.6%
CarMax IncKMX
3.4%

Asset allocation

Stocks
100.0%

By sector

Consumer Cyclical
98.5%
Industrials
1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
72.1%High

Year-on-year price swings

Max drawdown
-93.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.46Below average
Sortino (3Y)
-0.62Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks daily investment results equal to -3x the daily performance of the Prime Auto Industry Index, less a Daily Investor Fee.
Strategy
Daily-reset 3x inverse leveraged exposure to U.S.-listed automobile industry companies (manufacturing, parts and retail, new and used car dealers) via the Prime Auto Industry Index. Designed for short-term trading; daily compounding causes returns over periods longer than one day to diverge significantly from -3x the underlying index return.
Inception date
June 27, 2023
Fund family
Bank of Montreal

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged
Warning

Your return drifts the longer you hold

Leverage amplifies the index's daily move, by 2x or 3x. The fund resets every day, so over weeks and months your real return drifts from that multiple. It can run ahead in a smooth climb and bleed in a choppy one. Hold one for months and you own a different bet than the label suggests.

Inverse
Warning

You can be right and still lose

This fund returns the opposite of its benchmark's daily move, then resets. Hold it longer and the daily compounding takes over: the market can move your way over a week and you still finish down. It works as a one-day hedge and nothing beyond that.

Sources: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04