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YFYAYields for You Strategy A ETF

Grow my moneyGet income1y track recordRanked #1,465 of 1,650 in this goal

Seeks total return consistent with the preservation of capital.

By Teucrium · Launched 2025

Annual Cost

1.25%

#5,507 of 5,861 · expensive

Fund Size

$23M

#4,357 of 5,861 · small

Return (1Y)Goal

+4.0%

Track Record

1 year

#4,034 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,401+4.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 9 holdings = 100.0% of funddiversified through underlying funds

Touchstone Ultra Short Income
30.1%
State Street SPDR Bloomberg 1-
26.2%
AAM Low Duration Preferred and
19.8%
BondBloxx Bloomberg Two Year T
5.0%
BondBloxx BB-Rated USD High Yi
5.0%
JPMorgan Equity Premium Income
4.9%
JPMorgan Nasdaq Equity Premium
4.8%
BondBloxx Bloomberg Six Month
3.5%
US BANK MMDA - USBGFS 9
0.7%

Asset allocation

Bonds
44.7%
Cash
32.1%
Preferred
12.2%
Stocks
8.4%
Convertible
2.3%
Other
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.6%Low

Year-on-year price swings

Max drawdown
-2.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.9 years

Avg maturity

9.9 years

Credit ratings

US Government
34.7%
AAA
28.6%
AA
26.0%
A
10.5%
BBB
21.5%
BB
13.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return consistent with the preservation of capital.
Strategy
Actively managed fund-of-funds investing primarily in Underlying ETFs that focus on investment grade debt securities, high-quality government bonds, and preferred stock. The Adviser employs dynamic rebalancing based on market conditions, targeting large- and mid-cap companies and maintaining an effective duration of one year or less under normal conditions.
Inception date
January 30, 2025
Fund family
Teucrium

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Data updated on 2026-08-04