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%
#5,766 of 5,861 · expensive
Fund Size
$8M
#4,991 of 5,861 · small
Return (1Y)Goal
+14.9%
Track Record
13 years
#1,013 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,676+16.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 8 holdings = 96.0% of fund✓ diversified 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
76.9%
Other
15.5%
Cash
7.6%
By sector
Technology
30.4%
Industrials
13.7%
Financial Services
12.8%
Healthcare
10.1%
Consumer Cyclical
9.7%
Communication
6.6%
Real Estate
4.0%
Consumer Defensive
3.9%
Other
9.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.5%Moderate
Year-on-year price swings
Max drawdown
-24.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.82Moderate 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 2026-08-04