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MOOD
+4.34 · +12.01%
$40.46 · NASDAQ

Relative Sentiment Tactical Allocation ETF (MOOD) ETF Analysis | Tactical Allocation

Relative Sentiment · USA
AUM:$102.8M
#– 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 39.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.68% — moderate cost. Consider how fees compound over long holding periods.

What is MOOD?

The fund"s investment strategy is to seek to grow capital by tactically investing in other ETFs that invest in equities, bonds, commodities, currencies, and gold based on "relative sentiment" factors. The fund"s portfolio will be tactically allocated among passively-managed U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
MOOD delivered 39.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.68%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 90.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$102.8M
Expense Ratio0.68%
Dividend Yield0.38%
Holdings14
Inception DateMay 2022
Domicile–
Distribution–
Index–
ProviderRelative Sentiment
Beta0.96
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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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
+2.2%
1Y
+29.2%
3Y
+76.4%
5Y
+86.1%
OpenBook InsightIf you had invested £10,000 in MOOD 5 years ago, it would have grown to £18,607 — a gain of £8,607.

Annual Returns

Calendar year performance

MOOD delivered positive returns in 4 of the last 5 calendar years.
YearMOOD
2026 YTD+15.6%
2025+29.9%
2024+13.0%
2023+12.3%
2022-2.9%
CAGR 4yr+12.5%
4/5 positive yearsAvg return: +13.6%Worst year: -2.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
6.0%
Low
Momentum
+2.9%
30-day change
Support Level
43.65
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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