SPYQTradr 2X Long SPY Quarterly ETF
Seeks 200% of the calendar quarter performance of the SPDR S&P 500 ETF Trust.
By AXS · Launched 2024
Annual Cost
1.00%
#5,360 of 6,040 · expensive
Fund Size
$12M
#4,872 of 6,040 · small
Return (1Y)
+24.7%
Track Record
1 year
#3,775 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,523+25.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
SS SPDR S&P 500 ETF TRUST-US
55.5%
CFD SPDR S&P 500 ETF TRUST
4.4%
CFD SPDR S&P 500 ETF TRUST
3.9%
CFD SPDR S&P 500 ETF TRUST
-1.5%
Asset allocation
Stocks
78.7%
Cash
21.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
25.4%High
Year-on-year price swings
Max drawdown
-35.9%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
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks 200% of the calendar quarter performance of the SPDR S&P 500 ETF Trust.
- Strategy
- Actively manages a portfolio to achieve 200% performance of the SPDR S&P 500 ETF Trust on a calendar quarter basis using swaps, options, and futures. Maintains at least 80% exposure to leveraged financial instruments for this purpose.
- Inception date
- September 30, 2024
- Fund family
- AXS
Similar funds
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Data updated on 2026-09-18