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LifeGoal Home Down Payment Investment ETF (HOM)

8.64 -0.00 (-0.02%)
At close: June 12 at 3:18 PM EDT

ETF Summary

The fund is designed to assist investors in saving for a home down payment, mortgage or rent budget or general home-related expenses or costs. Under normal market conditions, the fund will invest its assets within the following ranges: 60-95% of its assets in fixed income and cash and cash equivalents, 5-35% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities, REITs and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.

Risk Overview

Performance & Risk

YTD Return 3.75%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.00
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
HOMCategory AverageHOMCategory AverageHOMCategory Average
Alpha 0 -2.36 0 -2 0 -1.08
BETA 0 0.6 0 0.57 0 0.54
Mean Annual Return 0 0.15 0 0.28 0 0.28
R-squared 0 89.56 0 87.12 0 84.86
Standard Deviation 0 8.05 0 7.6 0 5.89
Sharpe Ratio 0 -0.26 0 0.13 0 0.29
Treynor Ratio 0 -4.08 0 1.06 0 2.74

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