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LEXI
+2.26 · +6.62%
$36.42 · NASDAQ

Alexis Practical Tactical ETF (LEXI) ETF Analysis | Tactical Allocation

Alexis Practical Tactical · USA
AUM:$156.9M
#– of – in Tactical Allocation 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 22.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.00% — above average for this category.

What is LEXI?

In seeking to achieve its investment objective, the fund has the flexibility to allocate its assets among different markets around the world and various asset classes (e. , equity, fixed income, commodities (including precious metals), and real estate (including real estate investment trusts ("REITs"))) and strategies, including alternative strategies (e.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
LEXI delivered 22.0% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.00% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 54.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$156.9M
Expense Ratio1.00%
Dividend Yield0.92%
Holdings33
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProviderAlexis Practical Tactical
Beta1.11
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

How would LEXI affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.6%
1Y
+22.8%
3Y
+69.9%
5Y
+66.3%
OpenBook InsightIf you had invested £10,000 in LEXI 5 years ago, it would have grown to £16,630 — a gain of £6,630.

Annual Returns

Calendar year performance

LEXI delivered positive returns in 4 of the last 5 calendar years.
YearLEXI
2026 YTD+14.1%
2025+19.5%
2024+17.4%
2023+16.9%
2022-14.3%
CAGR 4yr+8.9%
4/5 positive yearsAvg return: +10.7%Worst year: -14.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.6%
Low
Momentum
+2.5%
30-day change
Support Level
40.34
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • 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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