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SHRTGotham Short Strategies ETF

Diversifier9y track recordRanked #221 of 281 in this goal

Seeks long-term capital appreciation and to provide positive returns in down markets.

By Gotham · Launched 2017

Annual Cost

1.35%

#5,797 of 6,040 · expensive

Fund Size

$12M

#4,862 of 6,040 · small

Return (1Y)

-11.3%

Track Record

9 years

#1,578 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$8,865-11.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 16.0% of funddiversified

First American Government Obli
2.2%
Canadian Natural Resources Ltd
1.7%
Micron Technology Inc
1.6%
DuPont de Nemours Inc
1.6%
Kinross Gold Corp
1.6%
Skyworks Solutions Inc
1.5%
First Solar Inc
1.5%
General Motors Co
1.5%
Okta Inc
1.5%
Accenture PLC
1.5%

Asset allocation

Cash
145.7%
Stocks
89.7%
Bonds
0.4%

By sector

Technology
20.6%
Industrials
19.8%
Basic Materials
14.7%
Consumer Cyclical
12.0%
Energy
11.9%
Healthcare
11.5%
Consumer Defensive
6.5%
Communication
2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.3%Moderate

Year-on-year price swings

Max drawdown
-27.8%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 long-term capital appreciation and to provide positive returns in down markets.
Strategy
Actively manages long and short positions in equity and equity-related securities of companies traded on U.S. markets, targeting long positions in undervalued stocks and short positions in overvalued stocks. Maintains approximately 50% net short exposure with a gross equity exposure generally at or below 250%.
Inception date
July 31, 2017
Fund family
Gotham

Next steps

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Data updated on 2026-09-18