TOAKTwin Oak Short Horizon Absolute Return ETF
Seeks capital appreciation with low price volatility.
By Twin Oak ETF Co · Launched 2024
0.25%
#1,139 of 5,861 · low cost
$91M
#3,092 of 5,861 · mid-size
0.00%
1 year
#3,655 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation with low price volatility.
- Strategy
- Actively manages a portfolio utilizing defined risk options to generate absolute returns while maintaining low price volatility. Invests in domestic equity securities and options of any market capitalization, pairing long calls with long puts to mitigate risk.
- Inception date
- August 19, 2024
- Fund family
- Twin Oak ETF Co
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You can be right and still lose
This fund returns the opposite of its benchmark's daily move, then resets. Hold it longer and the daily compounding takes over: the market can move your way over a week and you still finish down. It works as a one-day hedge and nothing beyond that.
Sources: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04