AHHX

$8.33 ()
AUM $7.5MER 0.68%NAV $8.35Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

4.5K

Dividend Yield

Expense Ratio

0.68%

AUM

$7.5M

Shares Outstanding

894.1K

ETF Grades

?

Sector Breakdown

SectorWeight %
Energy44.47%
Real Estate34.27%
Technology9.01%
Communication Services3.18%
Consumer Cyclical2.92%
Financial Services2.80%
Healthcare1.22%
Consumer Defensive1.12%
Industrials0.77%
Utilities0.23%
Cash & Others0.01%

Fund Information

Category
Energy
Inception Date
Nov 15, 2021
Description
As an actively managed ETF, the fund will not seek to replicate the performance of an index. The investments of the fund and Portfolio funds will be comprised primarily of domestic and foreign fixed income securities, principally consisting of bonds, corporate debt securities, and government securities. It will invest a significant amount (generally at least 40%, and, often, greater than 80%) of its assets in securities that are rated below investment grade at the time of investment.

Similar ETFs

SymbolNameAUM
XLEState Street Energy Select Sector SPDR ETF$39.93B
IUSBiShares Core Universal USD Bond ETF$36.56B
USHYiShares Broad USD High Yield Corporate Bond ETF$25.79B
FBNDFidelity Total Bond ETF$25.03B
VDEVanguard Energy ETF$13.20B

The Adaptive High Income ETF (AHHX) is an exchange-traded fund that launched on Nov 15, 2021. It currently manages $7.5M in assets under management. The fund charges an expense ratio of 0.68%. It falls under the Energy category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
3Y
5Y
-19.90%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

$8.33

52-Week Low

Current Yield

Annual Dividend

$0.2165

Frequency

12x/year

Last Ex-Date

Mar 22, 2023

Dividend History

Ex-DateAmountPay Date
Mar 22, 2023$0.0450Mar 24, 2023
Feb 27, 2023$0.0577Mar 1, 2023
Dec 29, 2022$0.0750Jan 3, 2023
Nov 29, 2022$0.0387Dec 1, 2022
Oct 28, 2022$0.0265Nov 1, 2022
Sep 29, 2022$0.0355Oct 3, 2022
Aug 30, 2022$0.0198Sep 1, 2022
Jul 28, 2022$0.0165Aug 1, 2022
Jun 29, 2022$0.0335Jul 1, 2022
May 27, 2022$0.0032Jun 1, 2022
Apr 28, 2022$0.0162May 2, 2022
Mar 30, 2022$0.0092Apr 1, 2022
Feb 25, 2022$0.0180Mar 1, 2022
Jan 28, 2022$0.0215Feb 1, 2022
Dec 30, 2021$0.0250Jan 3, 2022
Nov 29, 2021$0.0170Dec 1, 2021

Dividend Payments Over Time

Category Comparison

MetricAHHXEnergy(170 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.68%0.68%0.80%
AUM$7.5M$1.68B$325.7M
Dividend Yield4.21%6.78%
Avg Volume4.5K686.5K144.4K
Holdings26483
Performance
1-Month Return-0.02%+3.51%
6-Month Return+16.41%-0.34%
YTD Return+15.57%+2.47%
1-Year Return+33.79%+13.40%

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