Goaltender by Ritholtz Wealth Management
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Fund Overview
Goaltender ETF is an actively managed ETF that uses trend-following strategy that looks to adjust exposure by market environment. In market uptrends, the fund will be risk-on by investing in stocks. In market downtrends, the fund will be risk-off by investing in short-term bonds and minimum volatility stocks. The trend-following signals are adjusted so the fund will have a number of risk-on/risk-off stances depending on how the market is acting. This strategy is designed to manage equity risk during severe market drawdowns to limit downside volatility. However, there is no guarantee that the strategy will reduce losses or volatility. Goaltender is a systematic approach that seeks to measure when stocks are no longer behaving well. Goaltender allows us to not rely on anyone’s intuition. Rather, Goaltender is a rules-based strategy that focuses on the supply and demand of stocks to guide the fund’s exposure.
Fund Details
NAV and Market Price
Month-End Performance
Quarter-End Performance
The fund’s inception date is May 13, 2026. The Fund is new and therefore does not have a performance history for a full calendar year as of the most recent quarter end. Returns are average annualized total returns, except those for periods of less than one year, which are cumulative. Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate, so shares may be worth more or less when redeemed or sold. Current performance may be lower or higher than that quoted. Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made based solely on returns.
Market Price Return is calculated using the price that investors buy and sell ETF shares in the market. The market returns in the table are based on the midpoint of the bid/ask spread at 4 p.m. EST and do not represent the returns you would receive if you traded shares at other times.
NAV Return represents the closing price of underlying securities.