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TUG
+1.54 · +4.04%
$39.79 · NASDAQ

STF Tactical Growth ETF (TUG) ETF Analysis | Tactical Allocation

STFM · USA
AUM:$34.3M
#– 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 18.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is TUG?

The fund is an actively-managed ETF that seeks to achieve its investment objective by allocating its investments among a combination of (i) U. equity securities or ETFs that, in the aggregate, seek to replicate the Nasdaq-100® Index (the "Equity Index Allocation"), (ii) directly in, or in ETFs that hold, long-duration U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
TUG delivered 18.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 47.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$34.3M
Expense Ratio0.65%
Dividend Yield0.07%
Holdings49
Inception DateMay 2022
Domicile–
Distribution–
Index–
ProviderSTFM
Beta0.95
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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

Performance Metrics

Historical returns

6M
+19.1%
1Y
+25.3%
3Y
+78.2%
5Y
+102.5%
OpenBook InsightIf you had invested £10,000 in TUG 5 years ago, it would have grown to £20,250 — a gain of £10,250.

Annual Returns

Calendar year performance

TUG delivered positive returns in 4 of the last 5 calendar years.
YearTUG
2026 YTD+17.5%
2025+20.8%
2024+21.8%
2023+37.8%
2022-12.7%
CAGR 4yr+15.3%
4/5 positive yearsAvg return: +17.0%Worst year: -12.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
18.8%
Low
Momentum
+2.9%
30-day change
Support Level
45.63
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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