UXJAFT Vest U.S. Equity Uncapped Accelerator ETF - January
Seeks to provide potential returns that outperform the positive price return of the SPDR S&P 500 ETF Trust.
By First Trust · Launched 2025
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$12M
#4,896 of 6,040 · small
Return (1Y)
+16.4%
Track Record
1 year
#4,023 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,673+16.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 7 holdings = 100.1% of fundconcentrated
CBOE GLOBAL MARKETS, INC.SPY 1 C13.83
73.2%
CBOE GLOBAL MARKETS, INC.SPY 1 C13.83
24.1%
CBOE GLOBAL MARKETS, INC.SPY 1 C705.49
6.0%
Dreyfus Government Cash Management Funds
2.3%
CBOE GLOBAL MARKETS, INC.SPY 1 C705.49
2.0%
CBOE GLOBAL MARKETS, INC.SPY 1 C691.66
-1.9%
CBOE GLOBAL MARKETS, INC.SPY 1 C691.66
-5.7%
Asset allocation
Stocks
98.5%
Cash
1.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.7%Moderate
Year-on-year price swings
Max drawdown
-20.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide potential returns that outperform the positive price return of the SPDR S&P 500 ETF Trust.
- Strategy
- Invests substantially all assets in FLEX Options referencing the SPDR S&P 500 ETF Trust to achieve returns exceeding the Underlying ETF's price performance. The strategy targets a 126% Upside Rate of Return if the Underlying ETF exceeds a 102% price increase at the end of the Target Outcome Period.
- Inception date
- January 16, 2025
- Fund family
- First Trust
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Data updated on 2026-09-18