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RPARRPAR Risk Parity ETF

Diversifier6y track recordRanked #44 of 266 in this goal

Seeks to generate positive returns during periods of economic growth and preserve capital during economic contraction.

By Evoke · Launched 2019

Annual Cost

0.52%

#2,819 of 5,861 · average

Fund Size

$586M

#1,468 of 5,861 · large

Return (1Y)Goal

+11.9%

Track Record

6 years

#1,980 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,202+12.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

Global

Strategy

Tactical allocation

What it actually holds

By weight

Concentration

Top 10 holdings = 67.6% of fundconcentrated

Vanguard Total Stock Market ET
12.4%
TREASURY BILL
11.6%
SPDR Gold MiniShares Trust
10.9%
First American Government Obli
7.7%
Vanguard FTSE Emerging Markets
7.3%
Vanguard FTSE Developed Market
4.8%
TSY INFL IX N/B
3.6%
United States Treasury Inflation Indexed Bonds
3.2%
TSY INFL IX N/B
3.0%
TSY INFL IX N/B
3.0%

Asset allocation

Bonds
72.0%
Stocks
39.6%
Other
10.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.6%Moderate

Year-on-year price swings

Max drawdown
-30.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.29Below average
Sortino (3Y)
0.41Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to generate positive returns during periods of economic growth and preserve capital during economic contraction.
Strategy
Actively manages a portfolio investing across a variety of asset classes, including global equity securities, U.S. Treasury securities, and commodities. The Fund aims to achieve exposures similar to the Advanced Research Risk Parity Index, balancing risk across asset classes based on historic volatility.
Inception date
December 12, 2019
Fund family
Evoke

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Data updated on 2026-08-04