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GAACambria Global Asset Allocation ETF

Diversifier11y track recordRanked #73 of 266 in this goal

Seeks income and capital appreciation.

By Cambria · Launched 2014

Annual Cost

0.40%

#2,016 of 5,853 · average

Fund Size

$71M

#3,306 of 5,853 · mid-size

Return (1Y)Goal

+18.2%

Track Record

11 years

#1,233 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,647+16.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Region

Global

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 63.0% of funddiversified through underlying funds

First American Government Obli
10.4%
Cambria Emerging Shareholder Y
10.4%
Cambria Foreign Shareholder Yi
7.2%
Cambria Global Value ETF
6.8%
Cambria Global Real Estate ETF
6.4%
Cambria Tactical Yield ETF
5.0%
Alpha Architect US Quantitativ
4.3%
Cambria Shareholder Yield ETF
4.3%
State Street SPDR Bloomberg En
4.1%
Vanguard Total International B
4.1%

Asset allocation

Stocks
52.9%
Bonds
33.5%
Cash
8.7%
Other
4.9%
Preferred
0.0%

By sector

Financial Services
18.4%
Real Estate
13.5%
Industrials
11.8%
Energy
11.5%
Technology
10.6%
Basic Materials
9.0%
Consumer Cyclical
8.9%
Healthcare
4.5%
Other
11.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.4%Low

Year-on-year price swings

Max drawdown
-26.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.22Good downside protection

Bond profile

Duration

4.4 years

Avg maturity

9.6 years

Credit ratings

US Government
23.3%
AAA
24.8%
AA
14.2%
A
17.4%
BBB
18.4%
BB
15.1%
B
7.1%
Below B
1.3%
Other
1.5%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks income and capital appreciation.
Strategy
Invests primarily in a diversified portfolio of exchange-traded vehicles across all major asset classes globally, including equity, fixed income, real estate, commodities, and currencies. The Fund employs a fund of funds strategy, aiming for absolute positive returns with reduced downside volatility and manageable risk.
Inception date
December 9, 2014
Fund family
Cambria

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Data updated on 2026-08-02