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JANZTrueShares Structured Outcome (January) ETF

Stay safeGrow my money5y track recordRanked #213 of 387 in this goal

Seeks to provide returns that track those of the S&P 500 Price Return Index while providing a buffer against the first 8% to 12% of losses over a twelve-month period.

By TrueShares · Launched 2020

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$41M

#3,957 of 6,040 · mid-size

Return (1Y)

+11.9%

Track Record

5 years

#2,244 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,154+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 Price Return Index

Holdings

By weight

Concentration

Top 9 holdings = 100.1% of fundconcentrated

Treasury Bill
98.9%
The Options Clearing Corp
4.3%
STATE STREET INSTITUTIONAL US
1.5%
The Options Clearing Corp
0.2%
The Options Clearing Corp
0.0%
The Options Clearing Corp
0.0%
The Options Clearing Corp
0.0%
The Options Clearing Corp
-0.0%
The Options Clearing Corp
-4.8%

Asset allocation

Bonds
86.5%
Cash
13.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.5%Moderate

Year-on-year price swings

Max drawdown
-18.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.37Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that track those of the S&P 500 Price Return Index while providing a buffer against the first 8% to 12% of losses over a twelve-month period.
Strategy
Actively manages a portfolio of options on the S&P 500 Price Index, employing a buffer protect strategy to mitigate the first 8% to 12% decline. Aims to track the S&P 500 Price Return Index while providing downside protection during the Investment Period.
Inception date
December 31, 2020
Fund family
TrueShares

Next steps

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Data updated on 2026-09-18