Wealthion · Tuesday, September 1, 2026
The ETF's mandate emphasizes low to moderate risk, focusing on beta, Sharpe ratio, volatility, and standard deviations. Historically, it has outperformed in bare markets by at least 10 percentage points, acting as a risk management tool designed for consistency rather than home runs.
“uh is low to moderate risk which means you got to be mindful of the beta and you got to be mindful of the sharp ratio.”
“have to be mindful of um of volatility and uh the standard deviations around the performance.”
“Uh when we first unleashed it in 2023, we went back, we back tested it decades and decades to see how it performed at the outset against bare markets and it outperformed every time”