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IDMYCorgi International Developed Equities 15% Structured Buffer ETF - May Series

Stay safeGrow my moneyNewRanked #267 of 410 in this goal

Seeks to provide returns that match the price return of the iShares® MSCI EAFE ETF, up to a 16% cap, while providing a 15% downside buffer.

By Corgi · Launched 2026

Annual Cost

0.30%

#1,442 of 6,166 · low cost

Fund Size

$1M

#5,824 of 6,166 · small

Return (1Y)

N/A

Track Record

2 months

#5,801 of 6,166 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,944-0.6%

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

MSCI EAFE Index

Holdings

By weight

Concentration

Top 1 holdings = 2.7% of funddiversified

First American Government Obligs XFGXXX
2.7%

Asset allocation

Stocks
153.4%
Bonds
19.4%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.0%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 iShares® MSCI EAFE ETF, up to a 16% cap, while providing a 15% downside buffer.
Strategy
Invests at least 80% of net assets in FLEX Options on the iShares® MSCI EAFE ETF to provide returns that match the ETF's price return up to a 16% cap while limiting losses with a 15% buffer. The strategy is designed for a one-year outcome period from May 1, 2026 to April 30, 2027.
Inception date
July 1, 2026
Fund family
Corgi

Next steps

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Data updated on 2026-09-30