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SMZTradr 2X Short SMR Daily ETF

Take a betNewRanked #667 of 775 in this goal

Seeks daily investment results that correspond to -200% of the daily performance of Nuscale Power Corp. (NYSE: SMR).

By AXS · Launched 2026

Annual Cost

1.49%

#5,410 of 5,562 · expensive

Fund Size

$2M

#5,376 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

4 months

#5,246 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$6,687-33.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Strategy

Inverse

What it actually holds

By weight

Asset allocation

Cash
43.0%
Other
41.0%
Stocks
16.0%

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

Where to buy

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. (NYSE: SMR).
Strategy
Invests primarily in financial instruments providing 2x inverse leveraged exposure to the daily performance of Nuscale Power Corp. (SMR).
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

Leveraged single-stock ETF — documented structural drag

Single-stock leveraged ETFs magnify one stock's daily move. Research on these products (Bessembinder et al., 2024) finds 56% posted negative absolute returns over one year, with ~9.5% annual drag versus the underlying stock. Daily rebalancing plus financing costs work against the investor on any holding period longer than a few days.

Source: Bessembinder, Cooper, Zhang — 'Leveraged Single-Stock ETFs' (SSRN 2024)

Why we flagged this: strategy=inverse + single_stock_wrapper

Inverse
Warning

Inverse ETF — daily tool only

Delivers the inverse of the benchmark's daily return. The compounding path makes multi-day holding unpredictable even when the benchmark's total move goes your way. Legitimate as a one-day hedge; dangerous as a view.

Source: Cheng & Madhavan (2009)

Why we flagged this: strategy=inverse + inverse_name_or_strategy

Thematic
Warning

Thematic ETF — launched after the rally

Thematic funds are typically launched after a theme has delivered its strong returns. Morningstar's 2024 Global Thematic Funds Landscape finds that only about 1 in 10 thematic funds have survived and beaten a broad global equity benchmark over the past 15 years — roughly 60% have been closed outright. The narrative is always compelling; the track record rarely is.

Source: Morningstar, 'Global Thematic Funds Landscape' (2024)

Why we flagged this: Narrow thematic name, launched in the last 3 years, $2M in assets (under our $500M threshold).

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 2026-06-19