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RAAYReckoner Yield Enhanced AAA CLO Annual ETF

Grow my moneyNewRanked #2,980 of 2,992 in this goal

Seeks total return with only one dividend or distribution payment per annum.

Launched 2026

Annual Cost

#5,854 of 5,854 · expensive

Fund Size

#5,854 of 5,854 · small

Return (1Y)Goal

N/A

Track Record

6 months

#5,167 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,240+2.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Focus

CLO

What it actually holds

By weight

Concentration

Top 2 holdings = 100.0% of fundconcentrated

Reckoner Yield Enhanced AAA CL
99.9%
U.S. Bank Money Market Deposit AccountUSBFS03
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-0.5%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
NYSE Arca, NYSE American

Full fund details

Objective
Seeks total return with only one dividend or distribution payment per annum.
Strategy
Actively manages a portfolio primarily invested in debt tranches of CLOs rated AAA, seeking total return while minimizing dividend payments to once per year. The Fund invests all assets in Reckoner Yield Enhanced AAA CLO ETF (RAAA) in a master/feeder structure, focusing on U.S. dollar denominated CLOs.
Inception date
February 11, 2026

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Data updated on 2026-08-04