STXFStrive 500 ETF

Grow my moneyRanked #2,749 of 2,953 in this goal

Tracks the total return performance of an index of U.S.-listed large cap equity securities.

Annual Cost

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#5,521 of 5,521 · expensive

Fund Size

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#5,521 of 5,521 · small

Return (1Y)Goal

+26.1%

Track Record

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#5,521 of 5,521 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,452+24.5%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Index tracking

Index tracked

Bloomberg 500 Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%Moderate

Year-on-year price swings

Max drawdown

-19.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.73Good downside protection

Objective: Tracks the total return performance of an index of U.S.-listed large cap equity securities.
Strategy: Seeks to track the investment results of the Bloomberg 500 Index, a free float-adjusted capitalization-weighted index of the 500 most highly capitalized U.S. equity securities. The Index includes common stock and real estate investment trusts, selected based on market capitalization.