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HMAYCorgi U.S. Equities 100% Structured Buffer ETF - May Series

Grow my moneyStay safeNewRanked #253 of 410 in this goal

Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust up to an upside cap while providing a buffer against 100% of losses.

By Corgi · Launched 2026

Annual Cost

0.30%

#1,442 of 6,166 · low cost

Fund Size

$3M

#5,580 of 6,166 · small

Return (1Y)

N/A

Track Record

4 months

#5,432 of 6,166 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,091+0.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 1 holdings = 1.1% of funddiversified

First American Government Obligs XFGXXX
1.1%

Asset allocation

Stocks
160.0%
Bonds
17.7%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-0.8%Mild

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 to provide returns that match the price return of the SPDR S&P 500 ETF Trust up to an upside cap while providing a buffer against 100% of losses.
Strategy
Invests at least 80% of net assets in FLEX Options on the SPDR S&P 500 ETF Trust to provide returns that match its price return up to an upside cap while offering a 100% downside buffer. The strategy is structured around an approximately one-year Outcome Period.
Inception date
May 5, 2026
Fund family
Corgi

Next steps

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Data updated on 2026-09-30