SDMFSimplify DBi CTA Managed Future

Grow my moneyRanked #2,863 of 2,969 in this goal

Seeks long-term capital appreciation.

Annual Cost

—

#5,573 of 5,573 · expensive

Fund Size

—

#5,573 of 5,573 · small

Return (1Y)Goal

N/A

Track Record

—

#5,573 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,969-0.3%

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

How Beacon categorizes this fund

Asset class

Strategy

Managed futures

Index tracked

DBi CTA MF Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-6.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in instruments with return characteristics equivalent to the DBi CTA MF Index, which reflects managed futures strategies across asset classes. The Fund uses Index-linked swaps and cash-like instruments to replicate the Index's performance. The Index is rebalanced weekly and does not represent an investable portfolio.