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DHSBDay Hagan Smart Buffer ETF

Grow my moneyStay safe1y track recordRanked #327 of 387 in this goal

Seeks long-term capital appreciation and preservation of capital.

By Day Hagan · Launched 2025

Annual Cost

0.82%

#4,564 of 6,040 · expensive

Fund Size

$40M

#3,987 of 6,040 · mid-size

Return (1Y)

+8.3%

Track Record

1 year

#4,093 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,828+8.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Holdings

By weight

Concentration

Top 4 holdings = 99.6% of fundconcentrated

SPDR S&P 500 ETF Trust
101.0%
SPDR S&P 500 ETF Trust
2.2%
SPDR S&P 500 ETF Trust
-0.5%
SPDR S&P 500 ETF Trust
-3.0%

Asset allocation

Stocks
99.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.6%Low

Year-on-year price swings

Max drawdown
-7.6%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 and preservation of capital.
Strategy
Actively manages a portfolio of U.S.-listed equity securities and ETFs that replicate broad-based U.S. equity indexes. Utilizes options strategies to generate income and hedge against losses, including selling covered calls and buying puts on U.S. Equity Investments across large-, mid-, and small-cap segments.
Inception date
February 13, 2025
Fund family
Day Hagan

Next steps

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Data updated on 2026-09-18