WZRDOpportunistic Trader ETF

Grow my money Take a betNewRanked #689 of 775 in this goal

The Fund is focused on total return by investing in a portfolio of securities and index ETFs.

By Tuttle Capital Management, LLC · Launched 2025

Annual Cost

1.00%

#4,954 of 5,562 · expensive

Fund Size

$3M

#5,248 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

12 months

#4,504 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$2,429-75.7%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 1 holdings = 0.2% of fund✓ well diversified

F/m US Treasury 3 Month Bill Fund - ETFTBIL

0.2%

Asset allocation

Bonds

248.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-79.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca, Cboe BZX

Full fund details

Objective: The Fund is focused on total return by investing in a portfolio of securities and index ETFs.
Strategy: Actively manages a portfolio of securities of individual companies and index ETFs, including derivatives like options and futures for exposure. Anticipates investing in U.S. Treasuries and fixed income securities. Seeks to generate returns by capitalizing on short-term opportunities during macro volatility events. Generally invests in companies with market caps of at least $100 billion and ETFs tracking indices with constituents of at least $1 billion. Significant exposure expected to Information Technology sector.
Inception date: June 24, 2025
Fund family: Tuttle Capital Management, LLC