GEQCambria Global EW 2 ETF

Grow my moneyRanked #2,938 of 2,950 in this goal

Seeks to achieve capital appreciation.

Annual Cost

—

#5,530 of 5,530 · expensive

Fund Size

—

#5,530 of 5,530 · small

Return (1Y)Goal

N/A

Track Record

—

#5,530 of 5,530 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,206+2.1%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-1.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to achieve capital appreciation.
Strategy: Actively manages a portfolio investing in publicly-traded stocks of companies located around the world, predominantly in large-cap companies (generally $8 billion or greater). May include mid- or small-cap securities and invests without limit in foreign securities, including emerging markets. Allocates a majority of weight to the 500 largest publicly-traded companies globally. May invest in common stocks, preferred stocks, REITs, and other ETFs, rebalancing at least annually.