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Beacon

HOLDHarbor Alpha Layering ETF

Grow my money1y track recordRanked #2,769 of 3,055 in this goal

Seeks long-term capital appreciation.

By Harbor Capital Advisors Inc · Launched 2025

Annual Cost

0.70%

#3,803 of 6,040 · average

Fund Size

$9M

#5,054 of 6,040 · small

Return (1Y)

+12.4%

Track Record

1 year

#4,569 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,269+12.7%

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

Multi strategy

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 45.2% of fundmoderately concentrated

iShares Core S&P 500 ETF
41.1%
New York Mercantile Exchange
1.1%
Chicago Mercantile Exchange
0.8%
ICE Futures U.S., Inc.
0.8%
Chicago Mercantile Exchange
0.6%
Chicago Board of Trade
0.2%
Chicago Board of Trade
0.2%
Chicago Board of Trade
0.2%
Chicago Board of Trade
0.2%
Chicago Board of Trade
-0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.2%Moderate

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

Next steps

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Data updated on 2026-09-18