SHUSStratified LargeCap Hedged ETF
Seeks to obtain capital growth.
By Syntax · Launched 2021
Annual Cost
0.79%
#4,370 of 6,040 · expensive
Fund Size
$25M
#4,388 of 6,040 · small
Return (1Y)
+12.2%
Track Record
5 years
#2,355 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,307+13.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
Syntax Stratified LargeCap Index
Holdings
By weightConcentration
Top 4 holdings = 100.0% of fundconcentrated
Exchange Listed Funds Trust
98.9%
N/A
1.4%
BBH SWEEP VEHICLE
0.3%
N/A
-0.5%
Asset allocation
Stocks
99.2%
Cash
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.8%Moderate
Year-on-year price swings
Max drawdown
-13.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.57Decent risk-adjusted returns
Sortino (3Y)
0.86Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to obtain capital growth.
- Strategy
- Actively managed ETF that invests in a portfolio of equity securities, including common stocks and/or ETFs, that tracks the Syntax Stratified LargeCap Index. Focuses on large capitalization companies, utilizing risk management strategies and option spreads to limit downside risk and generate additional returns across sectors like Consumer Products, Energy, Financials, and Healthcare.
- Inception date
- June 15, 2021
- Fund family
- Syntax
Similar funds
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Data updated on 2026-09-18