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HTUSHull Tactical US ETF

Diversifier11y track recordRanked #125 of 266 in this goal

Seeks long-term capital appreciation.

By Hull Tactical Funds · Launched 2015

Annual Cost

0.96%

#4,996 of 5,861 · expensive

Fund Size

$152M

#2,608 of 5,861 · mid-size

Return (1Y)Goal

+20.2%

Track Record

11 years

#1,286 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,203+22.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 91.6% of fundconcentrated

SPDR S&P 500 ETF TRUST
48.7%
N/A
19.9%
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT
7.2%
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT
3.6%
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT
3.6%
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT
3.6%
EA SERIES TRUST
3.1%
CHICAGO MERCANTILE EXCHANGEESM6 INDEX
1.7%
CBOE FUTURES EXCHANGEUXK6 INDEX
0.2%
CBOE FUTURES EXCHANGEUXM6 INDEX
0.0%

Asset allocation

Stocks
75.4%
Bonds
11.3%
Cash
11.0%
Other
2.4%

By sector

Technology
38.1%
Financial Services
11.6%
Communication
10.1%
Consumer Cyclical
9.6%
Healthcare
8.9%
Industrials
8.3%
Consumer Defensive
4.6%
Energy
3.0%
Other
5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.3%Moderate

Year-on-year price swings

Max drawdown
-47.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.41Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively managed fund investing primarily in securities tied to U.S. issuers, aiming to outperform the benchmark S&P 500. Focuses on large-capitalization stocks and utilizes various investment models to predict market movements.
Inception date
June 24, 2015
Fund family
Hull Tactical Funds

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Data updated on 2026-08-04