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Beacon

DDXDefined Duration 10 ETF

Grow my moneyRanked #3,016 of 3,055 in this goal

Seeks long-term growth of capital.

Annual Cost

—

Fund Size

—

Return (1Y)

+7.4%

Track Record

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Performance

Total-return NAV · USD
Growth of $10,000
$10,753+7.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Holdings

By weight

Concentration

Top 9 holdings = 100.0% of fundconcentrated

Vanguard Intermediate-Term Treasury ETFVGIT
28.3%
State Street SPDR Portfolio Developed World ex-US ETFSPDW
17.4%
Vanguard Short-Term Treasury ETFVGSH
14.5%
United States Treasury Bill
14.3%
Vanguard Value ETFVTV
10.7%
Vanguard Long-Term Treasury ETFVGLT
5.6%
Vanguard FTSE Emerging Markets ETFVWO
5.2%
Vanguard S&P 500 ETFVOO
3.6%
First American Government Obligations FundFGXXX
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.6%Low

Year-on-year price swings

Max drawdown
-21.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.07Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a globally diversified portfolio of large, broad-based ETFs to achieve long-term growth of capital while reducing investment volatility. The portfolio is systematically reallocated based on macroeconomic data and market valuations.

Next steps

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Data updated on 2026-09-18