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Beacon

PBOCPGIM S&P 500 Buffer 20 ETF - October

Stay safeGrow my money2y track recordRanked #151 of 387 in this goal

Seeks returns that match the price return of the SPDR S&P 500 ETF Trust with a 20% downside buffer over the one-year Target Outcome Period.

By PGIM · Launched 2024

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$48M

#3,794 of 6,040 · mid-size

Return (1Y)

+9.9%

Track Record

2 years

#3,496 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,981+9.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 104.1% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 9 C6.66
37.1%
CBOE GLOBAL MARKETS, INC.SPY 9 C6.66
31.2%
CBOE GLOBAL MARKETS, INC.SPY 9 C6.66
31.2%
CBOE GLOBAL MARKETS, INC.SPY 9 C6.66
1.8%
CBOE GLOBAL MARKETS, INC.SPY 9 P666.18
0.9%
(PIPA070) PGIM Core Government Money Market Fund
0.7%
CBOE GLOBAL MARKETS, INC.SPY 9 P666.18
0.6%
CBOE GLOBAL MARKETS, INC.SPY 9 P666.18
0.4%
CBOE GLOBAL MARKETS, INC.SPY 9 P666.18
0.0%
CBOE GLOBAL MARKETS, INC.SPY 9 P532.94
-0.0%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.1%Low

Year-on-year price swings

Max drawdown
-8.3%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
Seeks returns that match the price return of the SPDR S&P 500 ETF Trust with a 20% downside buffer over the one-year Target Outcome Period.
Strategy
Actively managed ETF that invests at least 80% of net assets in FLEX Options on the SPDR S&P 500 ETF Trust, providing a 20% downside buffer and upside cap of 10.32% for the Target Outcome Period. Aims to match the price return of the S&P 500 Index while mitigating losses.
Inception date
May 16, 2024
Fund family
PGIM

Next steps

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Data updated on 2026-09-18