THIRTHOR Index Rotation ETF
Tracks the performance of the THOR SDQ Rotation Index.
By THOR · Launched 2024
Annual Cost
0.69%
#3,730 of 6,040 · average
Fund Size
$206M
#2,424 of 6,040 · mid-size
Return (1Y)
+9.5%
Track Record
1 year
#3,750 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,936+9.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Index tracked
THOR SDQ Rotation Index
Holdings
By weightConcentration
Top 4 holdings = 98.9% of funddiversified through underlying funds
State Street Spdr Dow Jones Industrial Average Etf Trust
49.3%
State Street Spdr S&p 500 Etf Trust
48.2%
SPDR Series Trust
0.9%
Invesco QQQ Trust, Series 1
0.5%
Asset allocation
Stocks
99.0%
Cash
1.0%
Bonds
0.0%
By sector
Technology
28.5%
Financial Services
19.7%
Industrials
11.6%
Healthcare
11.5%
Consumer Cyclical
9.7%
Communication
7.4%
Consumer Defensive
4.1%
Energy
2.8%
Other
4.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.3%Moderate
Year-on-year price swings
Max drawdown
-10.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Tracks the performance of the THOR SDQ Rotation Index.
- Strategy
- Invests in U.S. large cap equities using a rules-based index strategy to track the THOR SDQ Rotation Index. Employs a replication strategy to invest in all component securities in approximate proportions, while managing volatility by avoiding down trending indexes.
- Inception date
- September 23, 2024
- Fund family
- THOR
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18