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Beacon

WTIUMicroSectors Energy 3X Leveraged ETN

Take a bet3y track recordRanked #350 of 995 in this goal

Seeks to reflect a leveraged long exposure to the performance of the Index.

By BMO Capital Markets · Launched 2023

Annual Cost

0.95%

#5,033 of 6,040 · expensive

Fund Size

$35M

#4,113 of 6,040 · small

Return (1Y)

+140.1%

Track Record

3 years

#2,876 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$25,299+153.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Leveraged

Sector

Energy

Index tracked

Solactive MicroSectors US Big Oil Index

Holdings

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

Chevron CorpCVX
15.1%
ExxonMobil Holdings CorpXOM
14.6%
Valero Energy CorpVLO
10.3%
ConocoPhillipsCOP
10.2%
Marathon Petroleum CorpMPC
8.2%
Devon Energy CorpDVN
7.8%
Occidental Petroleum CorpOXY
7.1%
Phillips 66PSX
6.0%
EOG Resources IncEOG
5.8%
Diamondback Energy IncFANG
5.5%

Asset allocation

Stocks
100.0%

By sector

Energy
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
72.6%High

Year-on-year price swings

Max drawdown
-99.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.35Below average
Sortino (3Y)
0.47Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to reflect a leveraged long exposure to the performance of the Index.
Strategy
Designed to provide daily trading tools reflecting 3X long exposure to the performance of the Index. Investors should monitor their investments frequently due to the sensitivity to changes in the Index level.
Inception date
February 16, 2023
Fund family
BMO Capital Markets

Next steps

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Data updated on 2026-09-18