PPIAstoria Real Asset ETF

Beat inflation#71 of 97 for Beat inflation

Seeks long-term capital appreciation in inflation-adjusted terms.

AXS · Since 2021 (4 years)

Annual Cost

0.58%

#2732 out of 5,332 ETFs

Fund Size

$140M

#2411 out of 5,332 ETFs

Dividend Yield

1.06%

Track Record

4 years

#2653 out of 5,332 ETFs

Performance

1 Year

+54.0%

3 Years

+23.0%

5 Years

N/A

What's inside

Asset class

alternative

Region

north america

Strategy

active selection

Asset allocation

Stocks

90.3%

Other

8.9%

Cash

0.8%

Top holdings

SPDR® Gold MiniSharesGLDM7.0%

Shell PLC ADR (Representing - Ordinary Shares)SHEL3.0%

Exxon Mobil CorpXOM2.7%

Engie SAENGI.PA2.6%

GE Vernova IncGEV2.5%

E.ON SEEOAN.DE2.2%

Lockheed Martin CorpLMT2.2%

ABB LtdABBN.SW2.0%

Siemens Energy AG Ordinary SharesENR.DE1.9%

Simon Property Group IncSPG1.9%

Risk profile

Volatility (1Y)

15.6%

Moderate

Max drawdown

-24.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.12

Excellent risk-adjusted returns

Sortino (3Y)

1.61

Good downside protection

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