MOODRelative Sentiment Tactical Allocation ETF
Seeks long-term capital appreciation.
By Relative Sentiment · Launched 2022
Annual Cost
0.73%
#3,743 of 5,861 · average
Fund Size
$127M
#2,775 of 5,861 · mid-size
Return (1Y)Goal
+30.5%
Track Record
4 years
#2,626 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,210+32.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Tactical allocation
What it actually holds
By weightConcentration
Top 10 holdings = 94.5% of fund✓ diversified through underlying funds
Alpha Architect 1-3 Month Box ETFBOXX
18.1%
State Street SPDR S&P 500 ETF TrustSPY
12.7%
State Street Energy Select Sector SPDR ETFXLE
12.5%
iShares Core MSCI EAFE ETFIEFA
9.8%
iShares 20+ Year Treasury Bond ETFTLT
9.8%
Graniteshares Gold TrustBAR
9.7%
abrdn Bloomberg All Commodity Strategy K-1 Free ETFBCI
8.3%
Invesco DB US Dollar Index Bullish FundUUP
5.3%
iShares MSCI Global Gold Miners ETFRING
4.3%
Amplify Junior Silver Miners ETFSILJ
4.0%
Asset allocation
Stocks
87.4%
Other
7.1%
Bonds
6.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.7%Moderate
Year-on-year price swings
Max drawdown
-13.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.28Strong risk-adjusted returns
Sortino (3Y)
1.77Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio by tactically allocating assets among ETFs and ETPs across equities, fixed income, commodities, and currencies. Allocations are driven by relative sentiment analysis, favoring asset classes with stronger institutional investor support.
- Inception date
- May 18, 2022
- Fund family
- Relative Sentiment
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Data updated on 2026-08-04