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Beacon

CLUBBillionaires Club ETF

Grow my moneyNewRanked #2,925 of 3,123 in this goal

Seeks long-term capital appreciation.

Launched 2026

Annual Cost

0.75%

#4,149 of 6,166 · expensive

Fund Size

—

Return (1Y)

N/A

Track Record

4 months

#5,461 of 6,166 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,183+1.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Large

Strategy

Active selection

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-10.7%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
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of equity securities, including common and preferred stocks, focusing on companies founded or owned by billionaires. Invests in both U.S. and non-U.S. securities, with significant exposure to large capitalization companies.
Inception date
May 6, 2026

Next steps

Save CLUB to compare it with other funds, or start building a portfolio.

See other funds for this goal

Data updated on 2026-09-30