RHRXRH Tactical Rotation ETF
Seeks capital appreciation.
By Adaptive ETF · Launched 2012
Annual Cost
1.38%
#5,806 of 6,040 · expensive
Fund Size
$48M
#3,793 of 6,040 · mid-size
Return (1Y)
+18.8%
Track Record
13 years
#1,025 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,899+19.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 97.4% of funddiversified through underlying funds
State Street SPDR
23.0%
Vanguard Value ETF
22.8%
Energy Select Sector
17.8%
Materials Select Sec
17.0%
iShares PHLX Semicon
16.9%
Asset allocation
Stocks
98.6%
Cash
1.4%
Other
0.1%
By sector
Technology
29.6%
Financial Services
26.5%
Industrials
20.8%
Healthcare
6.3%
Consumer Cyclical
3.4%
Consumer Defensive
3.3%
Communication
3.2%
Energy
2.8%
Other
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.1%Moderate
Year-on-year price swings
Max drawdown
-25.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection
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 & exposureNext steps
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Data updated on 2026-09-18