RHTXRH Tactical Outlook ETF
Seeks total return through a combination of capital appreciation and current income, with a secondary goal of downside protection.
By Adaptive ETF · Launched 2012
Annual Cost
1.51%
#5,934 of 6,040 · expensive
Fund Size
$8M
#5,094 of 6,040 · small
Return (1Y)
+12.5%
Track Record
13 years
#1,025 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,330+13.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 8 holdings = 96.0% of funddiversified through underlying funds
State Street SPDR
44.5%
SPDR Portfolio S&P 4
21.5%
iShares Silver Trust
11.1%
SPDR Gold Shares
8.9%
iShares Russell 2000
7.9%
MicroStrategy IncMSTR
1.9%
MicroStrategy Inc
0.1%
MicroStrategy Inc
0.0%
Asset allocation
Stocks
74.4%
Other
17.4%
Cash
8.2%
By sector
Technology
29.8%
Financial Services
13.3%
Industrials
12.5%
Healthcare
10.9%
Consumer Cyclical
9.6%
Communication
6.6%
Energy
4.2%
Real Estate
4.0%
Other
9.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.6%Moderate
Year-on-year price swings
Max drawdown
-24.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
0.96Moderate downside risk
Bond profile
Credit ratings
AA
100.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return through a combination of capital appreciation and current income, with a secondary goal of downside protection.
- Strategy
- Actively manages a portfolio of equity and fixed income securities, primarily investing in U.S. and foreign large cap, mid cap, and small cap securities. Utilizes a risk management strategy with put and call options, cash equivalents, and alternative investments like REITs to achieve total return and downside protection.
- Inception date
- September 20, 2012
- Fund family
- Adaptive ETF
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Data updated on 2026-09-18