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FORH
+0.77 · +3.18%
$25.00 · NYSE ARCA

Formidable ETF (FORH) ETF Analysis | Global Small/Mid Stock

Formidable Funds · USA
AUM:$21.1M
#– of – in Global Small/Mid Stock 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

Up 23.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.19% — above average for this category.

What is FORH?

Under normal market conditions, the fund seeks to meet its investment objective by investing primarily in equity securities, including common stocks, preferred stocks, related depository receipts, REITs, and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FORH delivered 23.5% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.19% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 43.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$21.1M
Expense Ratio1.19%
Dividend Yield1.78%
Holdings33
Inception DateApr 2021
Domicile–
Distribution–
Index–
ProviderFormidable Funds
Beta0.81
CategoryGlobal Small/Mid Stock
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
-2.5%
1Y
+8.6%
3Y
+13.5%
5Y
+10.8%
OpenBook InsightIf you had invested £10,000 in FORH 5 years ago, it would have grown to £11,083 — a gain of £1,083.

Annual Returns

Calendar year performance

FORH delivered positive returns in 2 of the last 5 calendar years.
YearFORH
2026 YTD+2.7%
2025+14.6%
2024-7.5%
2023-0.3%
2022-2.3%
CAGR 4yr+0.8%
2/5 positive yearsAvg return: +1.4%Worst year: -7.5% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.8%
Low
Momentum
+4.3%
30-day change
Support Level
24.39
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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