UCBGState Street(R) SPDR(R) UC Investments 90/10 Endowment Strategy Index ETF
Seeks to provide investment results that track the UC Investments 90/10 Endowment Strategy Index.
Launched 2026
Annual Cost
—
Fund Size
—
Return (1Y)
N/A
Track Record
0 month
#6,019 of 6,033 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,814-1.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Mixed assetRegion
North americaStrategy
Index tracking
Index tracked
UC Investments 90/10 Endowment Strategy Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.9%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
- NYSE Arca
Full fund details
- Objective
- Seeks to provide investment results that track the UC Investments 90/10 Endowment Strategy Index.
- Strategy
- Employs a sampling strategy to track the performance of the UC Investments 90/10 Endowment Strategy Index, investing in a subset of securities to match the Index's risk and return characteristics.
- Inception date
- September 2, 2026
Similar funds
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Data updated on 2026-09-16