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CLUBBillionaires Club ETF

Grow my moneyRanked #2,756 of 3,014 in this goal

Seeks long-term capital appreciation.

Annual Cost

#5,913 of 5,913 · expensive

Fund Size

#5,913 of 5,913 · small

Return (1Y)Goal

-94.1%

Track Record

#5,913 of 5,913 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,829+8.3%

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)
176.3%High

Year-on-year price swings

Max drawdown
-99.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.64Below average
Sortino (3Y)
-0.95Moderate downside risk

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.

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Data updated on 2026-08-15