RISRFolioBeyond Alternative Income and Interest Rate Hedge ETF

Get income#1049 of 1640 for Get income

Seeks to provide current income and protect against rising interest rates.

FolioBeyond · Since 2021 (4 years)

Annual Cost

1.04%

#4844 out of 5,332 ETFs

Fund Size

$211M

#2087 out of 5,332 ETFs

Dividend Yield

5.95%

Track Record

4 years

#2569 out of 5,332 ETFs

Performance

1 Year

+4.8%

3 Years

+11.5%

5 Years

N/A

What's inside

Asset class

alternative

Region

north america

Strategy

active selection

Asset allocation

Bonds

93.8%

Cash

4.5%

Other

1.7%

Top holdings

First American Government Obligs XFGXXX4.5%

Risk profile

Volatility (1Y)

5.7%

Moderate

Max drawdown

-14.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.86

Decent risk-adjusted returns

Sortino (3Y)

1.32

Good downside protection

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