RHRXRH Tactical Rotation ETF
Seeks capital appreciation.
By Adaptive ETF · Launched 2012
1.38%
#5,660 of 5,861 · expensive
$37M
#3,959 of 5,861 · small
0.00%
13 years
#1,013 of 5,861 · 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 5 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 manages a portfolio targeting capital appreciation by investing in large-cap domestic securities and ETFs. Utilizes a proprietary Growth or Value Indicator (GVI) to allocate between growth and value assets, and employs a risk management strategy to monitor market trends and adjust equity exposure accordingly.
- Inception date
- September 20, 2012
- Fund family
- Adaptive ETF
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
The big yield isn't extra money
The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.
Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
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 2026-08-04