RIZEPrincipal Inflation Protection ETF
Seeks current income and capital appreciation during periods of rising U.S. inflation.
By Principal Funds · Launched 2026
Annual Cost
0.19%
#822 of 5,694 · low cost
Fund Size
$11M
#4,762 of 5,694 · small
Dividend YieldGoal
—
Track Record
2 months
#5,540 of 5,694 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,996-0.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Active selection
Index tracked
Bloomberg US Treasury TIPS 0-5 Years Index
What it actually holds
By weightAsset allocation
Bonds
95.6%
Cash
4.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-0.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
1.1 years
Avg maturity
9.9 years
Credit ratings
US Government
95.6%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks current income and capital appreciation during periods of rising U.S. inflation.
- Strategy
- Actively manages an ETF primarily investing in inflation-protected securities, specifically U.S. Treasury Inflation Protected Securities (TIPS), targeting at least 80% of net assets. Aims to provide current income and capital appreciation while managing duration between zero and five years.
- Inception date
- May 21, 2026
- Fund family
- Principal Funds
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Data updated on 2026-07-10