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TMHToyota Motor Corporation ADRhedged

Grow my money1y track recordRanked #2,167 of 3,055 in this goal

Seeks to provide investment results that correspond generally to the total return of the ordinary shares of Toyota Motor Corporation in its local market.

By ADRH · Launched 2025

Annual Cost

0.19%

#870 of 6,040 · low cost

Fund Size

$1M

#5,778 of 6,040 · small

Return (1Y)

+7.7%

Track Record

1 year

#4,168 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$14,113+41.1%

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

Toyota Motor Corp.
96.4%
DREYFUS TRSRY SECURITIES
3.8%
CANADIAN IMPERIAL BANK OF COMMERCE
-0.3%

Asset allocation

Stocks
98.3%
Cash
1.7%

By sector

Consumer Cyclical
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
26.3%High

Year-on-year price swings

Max drawdown
-27.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.40Below average
Sortino (3Y)
0.69Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide investment results that correspond generally to the total return of the ordinary shares of Toyota Motor Corporation in its local market.
Strategy
Invests at least 95% of net assets in ADRs of Toyota Motor Corporation, using a Currency Hedge Contract to mitigate exchange rate fluctuations between the U.S. dollar and Japanese Yen. The Series is non-diversified and may invest a greater percentage of its assets in Toyota than a diversified Series.
Inception date
March 13, 2025
Fund family
ADRH

Next steps

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Data updated on 2026-09-18