RMRCARMOR Core Risk-Managed ETF

Grow my moneyRanked #2,924 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

$10,013+0.1%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Active selection

Index tracked

S&P 500 Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-6.6%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 fund allocates to ETFs representing each sector of the S&P 500 Index and may include non-risk assets like U.S. Treasury ETFs. Maintains exposure to all eleven sectors while dynamically managing risk through a Cash Allocation.