KDRNKingsbarn Tactical Bond ETF

Grow my money4y track recordRanked #2,621 of 2,960 in this goal

Seeks to maximize total return.

By Kingsbarn Capital · Launched 2021

Annual Cost

0.62%

#3,195 of 5,562 · average

Fund Size

$1M

#5,439 of 5,562 · small

Return (1Y)Goal

+3.7%

Track Record

4 years

#2,575 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,352+3.5%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Index tracked

Bloomberg Aggregate Bond Index

What it actually holds

By weight

Concentration

Top 6 holdings = 93.5% of fund✓ diversified through underlying funds

iShares Trust- iShares iBoxx Investment Grade Corporate Bond ETF

19.9%

iShares MBS ETF

19.9%

iShares 7-10 Year Treasury Bond ETF

19.5%

iShares 0-3 Month Treasury Bond ETF

19.3%

iShares TIPS Bond ETF

14.8%

United States of America

0.1%

Asset allocation

Bonds

83.4%

Cash

16.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

3.4%Low

Year-on-year price swings

Max drawdown

-15.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

-0.01Below average

Sortino (3Y)

-0.01Moderate downside risk

Bond profile

Duration

5.1 years

Avg maturity

9.7 years

Credit ratings

US Government

8.3%

AAA

29.6%

3.3%

15.4%

BBB

13.1%

14.0%

8.6%

Below B

15.8%

Other

0.2%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to maximize total return.
Strategy: Invests primarily in ETFs focusing on fixed-income investments and 10-Year Treasury Futures to maximize total return. The Adviser constructs a diversified portfolio that generally tracks the Bloomberg Aggregate Bond Index, tactically managing duration exposure based on interest rate forecasts.
Inception date: December 20, 2021
Fund family: Kingsbarn Capital