RISEPictet Emerging Markets Rising Economies ETF

Grow my moneyRanked #2,835 of 2,960 in this goal

Seeks long-term capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,568-4.3%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Sector

Index tracked

ICE BofA 3-5 Year US Treasury Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed ETF investing primarily in securities of issuers in emerging market countries, focusing on financials. The Adviser employs a quantitative screen and fundamental overlay to select undervalued companies with positive change. The Fund may invest in foreign securities, derivatives, and other ETFs, while considering ESG factors in its investment process. Excludes issuers involved in nuclear weapons and significant environmental harm.