SHRDArimathea Catholic Bond Index ETF
Seeks income generation and capital preservation.
Launched 2026
Annual Cost
—
#5,818 of 5,818 · expensive
Fund Size
—
#5,818 of 5,818 · small
Dividend YieldGoal
—
Track Record
1 month
#5,664 of 5,818 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,887-1.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
Arimathea Catholic Bond Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.8%Mild
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 income generation and capital preservation.
- Strategy
- Actively manages a portfolio of investment grade, U.S. dollar-denominated, fixed-rate, taxable corporate and government-related fixed-income securities. The Fund is expected to be substantially U.S.-focused and aims to align with Catholic Faith-Based Guidelines while matching the performance of the Bloomberg U.S. Aggregate Bond Index.
- Inception date
- June 12, 2026
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Data updated on 2026-07-30