RULEAdaptive Core ETF
Grow my money#2789 of 2944 for Grow my money
Seeks to provide capital appreciation.
Mohrfunds · Since 2021 (4 years)
Annual Cost
1.84%
#5274 out of 5,332 ETFs
Fund Size
$12M
#4445 out of 5,332 ETFs
Dividend Yield
0.00%
Track Record
4 years
#2601 out of 5,332 ETFs
Performance
1 Year
+32.7%
3 Years
+12.9%
5 Years
N/A
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
91.7%
Cash
5.2%
Bonds
3.1%
Sector breakdown
Technology
36.4%
Industrials
18.3%
Basic Materials
13.0%
Healthcare
11.9%
Financial Services
6.2%
Energy
5.2%
Communication
4.5%
Consumer Cyclical
3.5%
Other
1.0%
Top holdings
Micron Technology IncMU6.2%
State Street® SPDR® Blmbg1-3MthT-BillETFBIL4.1%
JPMorgan Ultra-Short Income ETFJPST4.1%
Corning IncGLW4.1%
Seagate Technology Holdings PLCSTX3.4%
Newmont CorpNEM3.4%
Southern Copper CorpSCCO3.4%
Invesco S&P 500® Top 50 ETFXLG3.3%
Invesco S&P 500® Quality ETFSPHQ3.3%
Cummins IncCMI3.3%
Risk profile
Volatility (1Y)
17.9%
Moderate
Max drawdown
-30.5%
Worst peak-to-trough loss
Sharpe (3Y)
0.63
Decent risk-adjusted returns
Sortino (3Y)
0.89
Moderate downside risk
Bond profile
Duration
4.2 years
Credit ratings
US Government
4.3%
AAA
22.1%
AA
8.2%
A
42.6%
BBB
27.1%
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Data updated on 2026-05-05