RSMVRelative Strength Managed Volatility Strategy ETF
Seeks capital appreciation.
By Teucrium · Launched 2025
Annual Cost
0.95%
#5,033 of 6,040 · expensive
Fund Size
$20M
#4,557 of 6,040 · small
Return (1Y)
+9.9%
Track Record
1 year
#4,009 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,996+10.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 37.7% of funddiversified
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
81.6%
Bonds
17.6%
Cash
0.8%
Other
0.0%
By sector
Financial Services
29.6%
Technology
29.5%
Healthcare
19.0%
Consumer Defensive
7.5%
Energy
7.4%
Consumer Cyclical
3.6%
Industrials
3.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%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 2026-09-18