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SMZTradr 2X Short SMR Daily ETF

Take a betNewRanked #814 of 949 in this goal

Seeks daily investment results that correspond to -200% of the daily performance of Nuscale Power Corp.

By AXS · Launched 2026

Annual Cost

1.49%

#5,692 of 5,861 · expensive

Fund Size

$2M

#5,559 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

6 months

#5,159 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$7,455-25.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Inverse

What it actually holds

By weight

Concentration

single-stock bet — holdings shown are derivatives collateral, not diversification

CFD NUSCALE POWER CORP
22.0%
CFD NUSCALE POWER CORP
15.8%

Asset allocation

Stocks
40.4%
Other
32.5%
Cash
27.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-77.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX, NYSE American

Full fund details

Objective
Seeks daily investment results that correspond to -200% of the daily performance of Nuscale Power Corp.
Strategy
Actively manages a portfolio to achieve -200% daily inverse exposure to Nuscale Power Corp. using swaps and options. Concentrated in the Fabricated Plate Work industry, with daily rebalancing to maintain leverage.
Inception date
February 10, 2026
Fund family
AXS

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged single stock
Critical

Most of these lose money

These funds amplify one stock's daily move, then reset every day. More than half of them have lost money outright, and the daily reset plus financing costs drag roughly 9.5% a year off the return. The longer you hold, the more that compounding works against you.

Inverse
Warning

You can be right and still lose

This fund returns the opposite of its benchmark's daily move, then resets. Hold it longer and the daily compounding takes over: the market can move your way over a week and you still finish down. It works as a one-day hedge and nothing beyond that.

Thematic
Warning

These usually launch after the gains are gone

A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.

Sources: Bessembinder, 'Leveraged Single-Stock ETFs' (SSRN 2025) · Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009) · Morningstar, 'Global Thematic Funds Landscape' (2022)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04