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DMAXiShares Large Cap Max Buffer Dec ETF

Diversifier1y track recordRanked #88 of 281 in this goal

Tracks the share price return of the iShares Core S&P 500 ETF with downside protection.

By iShares · Launched 2024

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$136M

#2,811 of 6,040 · mid-size

Return (1Y)

+6.6%

Track Record

1 year

#3,987 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,653+6.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 6 holdings = 100.0% of fundconcentrated

ISHARES TRUST
101.8%
SUSQUEHANNA FINANCIAL GROUP, LLLP
3.5%
BLACKROCK CASH FUNDS
0.6%
CHICAGO MERCANTILE EXCHANGEMESM6
0.1%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.0%
SUSQUEHANNA FINANCIAL GROUP, LLLP
-6.1%

Asset allocation

Cash
89.2%
Stocks
10.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.2%Low

Year-on-year price swings

Max drawdown
-3.4%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
Cboe BZX

Full fund details

Objective
Tracks the share price return of the iShares Core S&P 500 ETF with downside protection.
Strategy
Seeks to track the share price return of the iShares Core S&P 500 ETF while providing an Approximate Buffer against approximately 100% of the Underlying Fund's losses and an Approximate Cap on returns. Invests primarily in securities of large-capitalization companies to achieve these outcomes.
Inception date
December 31, 2024
Fund family
iShares

Next steps

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

Data updated on 2026-09-18