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Beacon

HFDGA Core Plus Absolute Return ETF

DiversifierRanked #266 of 266 in this goal

Seeks long-term capital appreciation with capital preservation as a secondary objective.

Annual Cost

—

#5,861 of 5,861 · expensive

Fund Size

—

#5,861 of 5,861 · small

Return (1Y)Goal

+9.1%

Track Record

—

#5,861 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,169+21.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 62.1% of fundconcentrated

PROSHARES SHORT S&P500
9.7%
Schwab US Dividend Equity ETF
8.2%
iShares Core Dividend Growth E
7.0%
Vanguard Total Stock Market ET
7.0%
Vanguard Dividend Appreciation
7.0%
iShares Core High Dividend ETF
5.1%
Schwab Fundamental U.S. Large Company ETF
5.0%
Vanguard High Dividend Yield E
5.0%
State Street SPDR Portfolio S&
4.0%
Vanguard Value ETF
4.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.8%Low

Year-on-year price swings

Max drawdown
-60.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.42Below average
Sortino (3Y)
-0.42Moderate downside risk

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks long-term capital appreciation with capital preservation as a secondary objective.
Strategy
Invests primarily in a fund-of ETFs, allocating assets to unaffiliated ETFs that hold equity securities, fixed income securities, currencies, and commodities. The strategy aims for long-term capital appreciation while also focusing on capital preservation.

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Data updated on 2026-08-04