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JANBAptus January Buffer ETF

DiversifierNewRanked #71 of 281 in this goal

Seeks to provide returns that match the share price performance of the SPDR S&P 500 ETF Trust up to a predetermined upside Cap while providing a Buffer against losses.

By APTUS ETFs · Launched 2025

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$92M

#3,177 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

11 months

#4,753 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,150+11.5%

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

S&P 500 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.0% of fundconcentrated

N/A
99.8%
N/A
3.6%
First American Treasury Obliga
0.1%
N/A
-1.4%
N/A
-2.1%

Asset allocation

Stocks
193.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.5%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 share price performance of the SPDR S&P 500 ETF Trust up to a predetermined upside Cap while providing a Buffer against losses.
Strategy
Actively manages a structured outcome strategy using FLEX Options to match the share price performance of the SPDR S&P 500 ETF Trust, providing a 15% Buffer against losses over a twelve-month Investment Period. Designed for investors seeking limited downside protection and upside participation up to a Cap.
Inception date
October 13, 2025
Fund family
APTUS ETFs

Next steps

Save JANB to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18