RSEERareview Systematic Equity ETF

Grow my money#2609 of 2944 for Grow my money

Seeks returns that exceed global developed and emerging markets.

Rareview Capital · Since 2022 (4 years)

Annual Cost

2.77%

#5307 out of 5,332 ETFs

Fund Size

$59M

#3205 out of 5,332 ETFs

Dividend Yield

0.25%

Track Record

4 years

#2669 out of 5,332 ETFs

Performance

1 Year

+40.0%

3 Years

+18.5%

5 Years

N/A

What's inside

Asset class

equity

Region

global

Strategy

active selection

Asset allocation

Stocks

174.1%

Other

0.4%

Sector breakdown

Technology

29.1%

Financial Services

13.3%

Industrials

11.5%

Consumer Cyclical

10.4%

Communication

8.8%

Healthcare

8.3%

Consumer Defensive

5.9%

Basic Materials

4.3%

Other

8.4%

Top holdings

Vanguard S&P 500 ETFVOO107.8%

Rareview Government Money Market ETFRMME82.2%

Vanguard FTSE Developed Markets ETFVEA78.7%

Invesco QQQ TrustQQQ61.1%

Vanguard Small-Cap ETFVB31.6%

Vanguard FTSE Emerging Markets ETFVWO31.4%

Risk profile

Volatility (1Y)

17.6%

Moderate

Max drawdown

-21.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.20

Good downside protection

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