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RSMVRelative Strength Managed Volatility Strategy ETF

Grow my money1y track recordRanked #2,634 of 2,998 in this goal

Seeks capital appreciation.

By Teucrium · Launched 2025

Annual Cost

0.95%

#4,882 of 5,861 · expensive

Fund Size

$25M

#4,316 of 5,861 · small

Return (1Y)Goal

+13.1%

Track Record

1 year

#3,994 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,371+13.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Momentum

What it actually holds

By weight

Concentration

Top 10 holdings = 37.7% of fundwell diversified

iShares Core U.S. Aggregate Bo
4.4%
Exxon Mobil Corp
3.8%
GE Vernova Inc
3.8%
Chevron Corp
3.8%
Merck & Co Inc
3.7%
AstraZeneca PLC
3.7%
Johnson & Johnson
3.7%
Caterpillar Inc
3.6%
Intel Corp
3.6%
Costco Wholesale Corp
3.6%

Asset allocation

Stocks
65.9%
Bonds
33.5%
Cash
0.7%

By sector

Technology
46.6%
Financial Services
28.4%
Healthcare
10.2%
Communication
9.3%
Industrials
5.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.8%Moderate

Year-on-year price swings

Max drawdown
-17.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio primarily invested in common stocks of U.S. growth companies, typically with market capitalizations in excess of $10 billion. Utilizes a top-down approach to identify attractive momentum investments across sectors, with a focus on long-term capital appreciation.
Inception date
January 13, 2025
Fund family
Teucrium

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Data updated on 2026-08-04