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
0.87%
#4,614 of 5,854 · expensive
Fund Size
$26M
#4,274 of 5,854 · small
Return (1Y)Goal
+15.5%
Track Record
6 years
#1,951 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,559+15.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 4 holdings = 99.7% of fund✓ diversified 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
99.1%
Bonds
0.6%
Cash
0.3%
Other
0.1%
By sector
Technology
29.1%
Financial Services
15.6%
Industrials
12.2%
Healthcare
9.3%
Consumer Cyclical
9.1%
Communication
8.1%
Consumer Defensive
5.3%
Basic Materials
3.3%
Other
8.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.1%Moderate
Year-on-year price swings
Max drawdown
-29.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.72Decent risk-adjusted returns
Sortino (3Y)
1.01Good 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 2026-08-04