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SWANAmplify BlackSwan Growth & Treasury Core ETF

Get incomeDiversifier7y track recordRanked #57 of 281 in this goal

Seeks investment results that correspond to the price and yield of the S-Network BlackSwan Core Index.

By Amplify ETFs · Launched 2018

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$158M

#2,665 of 6,040 · mid-size

Return (1Y)

+4.2%

Track Record

7 years

#1,820 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,398+4.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

S-Network BlackSwan Core Index

Holdings

By weight

Concentration

Top 10 holdings = 89.2% of fundconcentrated

US TREASURY N/B
9.0%
US TREASURY N/B
9.0%
US TREASURY N/B
9.0%
US TREASURY N/B
9.0%
US TREASURY N/B
8.9%
US TREASURY N/B
8.9%
US TREASURY N/B
8.9%
US TREASURY N/B
8.9%
US TREASURY N/B
8.9%
US TREASURY N/B
8.9%

Asset allocation

Bonds
86.1%
Stocks
22.2%
Other
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.5%Moderate

Year-on-year price swings

Max drawdown
-31.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.76Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection

Bond profile

Duration

3.8 years

Avg maturity

9.5 years

Credit ratings

US Government
86.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the price and yield of the S-Network BlackSwan Core Index.
Strategy
Invests primarily in U.S. Treasury securities and long-dated call options on SPY using an indexing investment approach to replicate the performance of the S-Network BlackSwan Core Index. Aims to provide capital protection against significant losses while allowing for some participation in S&P 500 gains.
Inception date
November 5, 2018
Fund family
Amplify ETFs

Next steps

Save SWAN to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18