PRTORCN Pareto Strategic Allocation ETF
Seeks long-term capital appreciation.
Annual Cost
—
#5,913 of 5,913 · expensive
Fund Size
—
#5,913 of 5,913 · small
Return (1Y)Goal
+73.9%
Track Record
—
#5,913 of 5,913 · young
Performance
Total-return NAV · USDGrowth of $10,000
$6,387-36.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundRisk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
76.0%High
Year-on-year price swings
Max drawdown
-97.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.52Decent risk-adjusted returns
Sortino (3Y)
0.71Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a dynamic allocation across U.S. and international equities, gold, bitcoin, commodities, U.S. Treasury securities, and U.S. investment grade corporate bonds based on systematic trend-following and momentum-driven signals. Allocations may range from 0% to 100% in equities depending on market conditions.
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Data updated on 2026-08-15