Beacon ETFs: record by period

Beacon’s 1-Year Record

1Y

2 of 2 Made Money0 lostBeacon typical +10.8% · All ETFs +7.8%

Made money · 2

More than 30%0

20–30%0

10–20%1BestBTR+10.8%

5–10%0

0–5%1

Lost money · 0

0–5%0

5–10%0

More than 10%0

Beacon ETFs · past-year returns · 2 funds with a full year · as of Nov 5, 2026

Beacon’s Returns by Bucket

1Y

BucketYTD1YMoney made

Unsorted3 funds · $88.5M+5.8%+7.3%$4.2M

Beacon ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

Beacon’s Best ETFs

YTD

+9.1%BTR, Tactical Risk, led Beacon

1BTRTactical Risk+9.1%

2BSRUnified Catalyst+2.9%

Beacon ETFs · year-to-date returns · as of Nov 5, 2026

Beacon’s Worst ETFs

YTD

No Beacon fund is down this year.

Beacon ETFs · year-to-date returns · as of Nov 5, 2026

Beacon’s ETF Returns

YTD

2–0up · down this year
of 2 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 1 is a 2026 launch.

Typical+6.0%

BestBTR +9.1%

WorstBSR +2.9%

Beacon ETFs · year-to-date returns · as of Nov 5, 2026

Top 2 Beacon ETFs

1Y

BTR+10.8%

BSR+4.1%

Best first · dashed line = Beacon typical +10.8%

Beacon ETFs · past-year returns · as of Nov 5, 2026

Beacon’s Money Made

1Y

$4.2Mmade by the 2 largest · 100% of $4.2M

Beacon ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

Beacon’s Best and Worst ETFs

1Y

Best 2 of 2

BTRTactical Risk+10.8%

BSRUnified Catalyst+4.1%

End-of-day Nov 5, 2026 · funds with a full year

Beacon’s Record by Bucket

1Y

Unsorted2 of 2

Beacon ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$1.67Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$440B

3SPDR$237B

4Invesco$102B

5Schwab$93.3B

End-of-day Nov 5, 2026

Beacon’s Losing ETFs

1Y

0funds lost money

Beacon ETFs · past-year returns · as of Nov 5, 2026 · worst first

Beacon’s Newest ETFs

1Y

1fund not in the record yet

First 1Y onFunds

Aug 24, 2027BTA

A fund joins Win % and typical return once it has a full year of prices.

Beacon ETFs · launched in the past year · as of Nov 5, 2026

BBeacon

Record

Beacon