ROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF
Seeks investment returns that correspond to the performance of the Newfound/ReSolve Robust Equity Momentum Index.
By Strategy Shares · Launched 2019
Annual Cost
0.92%
#4,916 of 6,040 · expensive
Fund Size
$27M
#4,358 of 6,040 · small
Return (1Y)
+11.3%
Track Record
6 years
#1,971 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,138+11.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 4 holdings = 99.7% of funddiversified through underlying funds
iShares Core MSCI EAFE ETF
79.9%
iShares Core S&P 500 ETF
7.7%
iShares 1-3 Year Treasury Bond ETF
6.5%
iShares 7-10 Year Treasury Bond ETF
5.6%
Asset allocation
Stocks
97.6%
Bonds
1.9%
Cash
0.5%
Other
0.1%
By sector
Technology
26.2%
Financial Services
17.9%
Industrials
13.1%
Healthcare
9.2%
Consumer Cyclical
8.8%
Communication
7.2%
Consumer Defensive
5.2%
Basic Materials
4.2%
Other
8.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.2%Moderate
Year-on-year price swings
Max drawdown
-29.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.79Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment returns that correspond to the performance of the Newfound/ReSolve Robust Equity Momentum Index.
- Strategy
- Employs a passive management approach designed to track the total return performance of the Newfound/ReSolve Robust Equity Momentum Index. Invests in equity securities of companies of any market capitalization across U.S., international, and emerging markets, using a quantitative, rules-based methodology to provide exposure based on positive momentum characteristics.
- Inception date
- November 1, 2019
- Fund family
- Strategy Shares
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Data updated on 2026-09-18