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STHHSTMicroelectronics NV ADRhedged

Grow my money1y track recordRanked #1,686 of 3,055 in this goal

Seeks investment results that correspond generally to the total return of the ordinary shares of STMicroelectronics NV in its local market.

By ADRH · Launched 2025

Annual Cost

0.19%

#870 of 6,040 · low cost

Fund Size

$2M

#5,635 of 6,040 · small

Return (1Y)

+89.6%

Track Record

1 year

#4,168 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$18,925+89.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Single stock

Holdings

By weight

Concentration

single-stock exposure — holdings shown are derivatives collateral, not the fund's position

STMICROELECTRONICS NV
96.9%
DREYFUS TRSRY SECURITIES
3.6%
CANADIAN IMPERIAL BANK OF COMMERCE
-0.4%

Asset allocation

Stocks
96.6%
Cash
3.4%

By sector

Technology
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
57.2%High

Year-on-year price swings

Max drawdown
-39.1%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
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the total return of the ordinary shares of STMicroelectronics NV in its local market.
Strategy
Invests at least 95% of net assets in ADRs of STMicroelectronics NV, using a currency swap to hedge against fluctuations in the exchange rate between the U.S. dollar and the Euro. The Series is non-diversified and does not seek to replicate a specified index.
Inception date
March 13, 2025
Fund family
ADRH

Next steps

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Data updated on 2026-09-18