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Beacon

HOLDHarbor Alpha Layering ETF

Grow my moneyNewRanked #2,738 of 2,998 in this goal

Seeks long-term capital appreciation.

By Harbor Capital Advisors Inc · Launched 2025

Annual Cost

0.70%

#3,681 of 5,861 · average

Fund Size

$9M

#4,961 of 5,861 · small

Return (1Y)Goal

-64.6%

Track Record

12 months

#4,565 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,425+14.3%

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

Multi strategy

Index tracked

S&P 500 Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
70.9%High

Year-on-year price swings

Max drawdown
-69.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.52Below average
Sortino (3Y)
-0.52Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests in a trend-following managed futures strategy and a passive position replicating the S&P 500 Index. Allocates approximately 75% to U.S. equity and 75% to managed futures across global asset classes, using leverage through futures and forward contracts.
Inception date
August 13, 2025
Fund family
Harbor Capital Advisors Inc

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Data updated on 2026-08-04