RHRXRH Tactical Rotation ETF
Seeks capital appreciation.
By Adaptive ETF · Launched 2012
1.38%
#5,394 of 5,573 · expensive
$36M
#3,869 of 5,573 · small
0.00%
13 years
#1,033 of 5,573 · established
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 7 holdings = 97.4% of fund✓ diversified through underlying funds
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively managed, invests primarily in ETFs and individual equities, targeting large-cap domestic securities. Uses a proprietary model to analyze market trends and may employ defensive instruments during negative trends.
- Inception date
- September 20, 2012
- Fund family
- Adaptive ETF
Similar funds
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Covered call ETF — yield ≠ total return
The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.
Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
Why we flagged this: strategy=option_income + option_income_strategy
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-06-20