SMRFALPS Nautilus SMR, Nuclear & Technology ETF

Grow my moneyRanked #2,889 of 2,960 in this goal

The Fund seeks to achieve its investment objective by creating an actively managed portfolio.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,565+5.6%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Sector

Index tracked

Nautilus SMR, Nuclear & Technology Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-17.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: The Fund seeks to achieve its investment objective by creating an actively managed portfolio.
Strategy: Creates an actively managed portfolio consisting significantly of equity securities included in the Nautilus SMR, Nuclear & Technology Index. May also buy and sell options for risk management.