HBTCFortuna Hedged Bitcoin Fund
Seeks long-term capital appreciation.
By Fortuna Funds, LLC · Launched 2025
Annual Cost
1.97%
#5,983 of 6,040 · expensive
Fund Size
$0.8M
#5,820 of 6,040 · small
Return (1Y)
-25.0%
Track Record
1 year
#4,175 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$7,496-25.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
CryptocurrencyStrategy
Option income
Holdings
By weightConcentration
Top 6 holdings = 14.6% of funddiversified
First American Treasury Obliga
48.3%
N/A
2.5%
N/A
1.1%
N/A
0.1%
N/A
-1.9%
N/A
-35.4%
Asset allocation
Cash
43.0%
Other
31.1%
Stocks
25.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
29.0%High
Year-on-year price swings
Max drawdown
-40.5%Severe
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
- Seeks long-term capital appreciation.
- Strategy
- Actively managed ETF that invests primarily in options on bitcoin-related securities to achieve long-term capital appreciation. The Fund provides exposure to bitcoin through options on bitcoin ETPs and related equity securities, while maintaining a focus on risk management.
- Inception date
- March 18, 2025
- Fund family
- Fortuna Funds, LLC
Similar funds
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Data updated on 2026-09-18