WSDBWeitz Short Duration Bond ETF
Provides current income consistent with the preservation of capital.
Launched 2026
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Dividend YieldGoal
—
Track Record
4 months
#5,325 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,051+0.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
Bloomberg US Aggregate Bond Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-0.4%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
- Provides current income consistent with the preservation of capital.
- Strategy
- Actively managed ETF investing primarily in bonds and similar instruments, including U.S. Government securities and structured products. May invest in high-yield debt and securities issued by foreign governments, with an average effective duration of 1 to 3.5 years.
- Inception date
- April 1, 2026
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Data updated on 2026-08-04