MSMRMcElhenny Sheffield Managed Risk ETF
Grow my money#2189 of 2944 for Grow my money
Seeks capital appreciation while managing downside risk.
MSCM Funds · Since 2021 (4 years)
Annual Cost
1.06%
#4884 out of 5,332 ETFs
Fund Size
$159M
#2303 out of 5,332 ETFs
Dividend Yield
1.95%
Track Record
4 years
#2620 out of 5,332 ETFs
Performance
1 Year
+25.4%
3 Years
+20.9%
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Asset allocation
Bonds
50.4%
Stocks
37.1%
Cash
9.5%
Other
3.0%
Sector breakdown
Healthcare
99.9%
Financial Services
0.1%
Top holdings
Vanguard Short-Term Treasury ETFVGSH38.5%
State Street® SPDR® S&P® Biotech ETFXBI21.5%
iShares US Pharmaceuticals ETFIHE15.6%
FT Vest Gold Strategy Trgt Inc ETFIGLD15.1%
First American Treasury Obligs XFXFXX10.1%
Risk profile
Volatility (1Y)
12.0%
Moderate
Max drawdown
-14.9%
Worst peak-to-trough loss
Sharpe (3Y)
1.42
Excellent risk-adjusted returns
Sortino (3Y)
2.09
Good downside protection
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Data updated on 2026-05-05