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BERZ
-11.66 · -17.15%
$56.34 · NYSE ARCA

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ) ETF Analysis | Trading--Inverse Equity

BMO Capital Markets · USA
AUM:$12.4M
#– of – in Trading--Inverse Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 84.1% over the past year, indicating meaningful price weakness.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is BERZ?

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETNs tracks its benchmark index, providing diversified exposure across 15 holdings. Its expense ratio is 0.95%.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
BERZ returned -84.1% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 69.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$12.4M
Expense Ratio0.95%
Dividend Yield0.00%
Holdings15
Inception DateAug 2021
Domicile–
Distribution–
Index–
ProviderBMO Capital Markets
Beta-0.72
CategoryTrading--Inverse Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-67.5%
1Y
-78.1%
3Y
-98.5%
5Y
-99.5%
OpenBook InsightIf you had invested £10,000 in BERZ 5 years ago, it would have fallen to £47 — a loss of £9,953.

Annual Returns

Calendar year performance

BERZ delivered positive returns in 1 of the last 5 calendar years.
YearBERZ
2026 YTD-63.8%
2025-78.9%
2024-68.6%
2023-89.3%
2022+119.4%
CAGR 4yr-64.7%
1/5 positive yearsAvg return: -36.3%Worst year: -89.3% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
104.3%
Very High
Momentum
-24.2%
30-day change
Support Level
19.62
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Momentum is downward with a 24.2% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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