MAXJiShares Large Cap Max Buffer Jun ETF
Tracks the share price return of the iShares Core S&P 500 ETF with downside protection over a 12-month period.
By iShares · Launched 2024
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$164M
#2,632 of 6,040 · mid-size
Return (1Y)
+6.2%
Track Record
2 years
#3,582 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,627+6.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 100.0% of fundconcentrated
ISHARES TRUST
107.7%
BLACKROCK CASH FUNDS
1.3%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.3%
CHICAGO MERCANTILE EXCHANGEMESM6
0.1%
SUSQUEHANNA FINANCIAL GROUP, LLLP
-9.4%
Asset allocation
Cash
80.0%
Stocks
20.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.4%Low
Year-on-year price swings
Max drawdown
-6.3%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
- Tracks the share price return of the iShares Core S&P 500 ETF with downside protection over a 12-month period.
- Strategy
- Seeks to track the share price return of the iShares Core S&P 500 ETF while providing an Approximate Buffer against losses and an Approximate Cap on returns. Invests primarily in securities of large-capitalization companies to achieve these outcomes.
- Inception date
- June 28, 2024
- Fund family
- iShares
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save MAXJ to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18