IFEDETRACS IFED Invest with the Fed TR Index ETN
Provides exposure to the IFED Large-Cap US Equity Index Total Return, less a Daily Tracking Fee.
By UBS · Launched 2021
Annual Cost
0.45%
#2,233 of 5,854 · average
Fund Size
$49M
#3,645 of 5,854 · mid-size
Return (1Y)Goal
+13.0%
Track Record
4 years
#2,405 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,476+14.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Index tracked
IFED Large-Cap US Equity Index Total Return
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
29.2%High
Year-on-year price swings
Max drawdown
-22.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.76Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Provides exposure to the IFED Large-Cap US Equity Index Total Return, less a Daily Tracking Fee.
- Strategy
- Tracks the IFED Large-Cap US Equity Index Total Return, which selects large-cap U.S. equities determined by the Index Sponsor to be best positioned to benefit from the prevailing monetary environment. The Index uses a rule-based strategy driven by Federal Reserve monetary policy signals to rotate exposure across U.S. large-cap stocks.
- Inception date
- September 14, 2021
- Fund family
- UBS
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Data updated on 2026-08-03