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TDSBETC Cabana Target Beta ETF

Grow my moneyDiversifier5y track recordRanked #148 of 240 in this goal

Seeks to provide long-term growth.

By Cabana · Launched 2020

Annual Cost

0.91%

#4,563 of 5,562 · expensive

Fund Size

$50M

#3,572 of 5,562 · mid-size

Return (1Y)Goal

+13.1%

Track Record

5 years

#2,184 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,307+13.1%

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

Classification

How Beacon categorizes this fund

Asset class

Mixed asset

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 99.6% of funddiversified through underlying funds

Goldman Sachs Physical Gold Etf
13.5%
Invesco Exchange Traded Fund Trust II
10.7%
Select Sector Spdr Trust
10.4%
PIMCO ETF Trust
10.2%
Select Sector Spdr Trust
9.5%
Vanguard Bond Index Funds
9.2%
Vanguard Bond Index Funds
9.2%
iShares Trust
9.2%
iShares Trust
9.1%
Invesco Db Us Dollar Index Trust
8.6%

Asset allocation

Bonds
43.4%
Stocks
31.6%
Other
15.2%
Cash
9.8%

By sector

Healthcare
32.6%
Utilities
30.5%
Technology
22.5%
Communication
5.6%
Consumer Cyclical
4.5%
Consumer Defensive
2.6%
Industrials
1.0%
Basic Materials
0.4%
Other
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.3%Low

Year-on-year price swings

Max drawdown
-19.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.72Decent risk-adjusted returns
Sortino (3Y)
0.99Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

9.5 years

Credit ratings

US Government
31.2%
AAA
25.2%
AA
50.1%
A
12.9%
BBB
11.4%
BB
0.4%

Where to buy

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide long-term growth.
Strategy
Actively managed ETF aiming for long-term growth with limited volatility and reduced correlation to the overall market.
Inception date
September 16, 2020
Fund family
Cabana

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Data updated on 2026-06-20