VPXVariant Perception Cycle Aware US Equity ETF

Grow my moneyRanked #2,929 of 2,960 in this goal

Seeks to achieve capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,884+18.8%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Active selection

Factor

Multifactor

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-5.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to achieve capital appreciation.
Strategy: Actively managed ETF investing primarily in large-cap U.S. equity securities and cash equivalents to achieve long-term capital appreciation while reducing downside risk. The Sub-Adviser uses a systematic approach to evaluate sectors and select securities based on quality and behavioral factors. Up to 20% of net assets may be allocated to cash based on macroeconomic risk assessments. Portfolio is monitored and rebalanced monthly, with potential sector emphasis based on market conditions.