GTNDGoaltender ETF

Grow my moneyRanked #2,879 of 2,950 in this goal

Seeks to achieve long-term capital appreciation.

Annual Cost

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#5,606 of 5,606 · expensive

Fund Size

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#5,606 of 5,606 · small

Return (1Y)Goal

N/A

Track Record

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#5,606 of 5,606 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,972-0.3%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-5.4%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 long-term capital appreciation.
Strategy: Actively managed ETF that invests based on a trend-following strategy from Ritholtz Wealth Management, adjusting exposure to U.S. equity markets based on price trends over six to ten months. Maintains equity exposure during market uptrends and becomes defensive during downtrends.