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TUGN
+0.03 · +0.11%
$25.15 · NASDAQ

STF Tactical Growth & Income ETF (TUGN) ETF Analysis | Tactical Allocation

STFM · USA
AUM:$69.3M
#– 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 14.8% 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 TUGN?

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, (ii) directly in, or in ETFs that hold, long-duration U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
TUGN returned 14.8% 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 46.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$69.3M
Expense Ratio0.65%
Dividend Yield11.55%
Holdings47
Inception DateMay 2022
Domicile–
Distribution–
Index–
ProviderSTFM
Beta0.91
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
+14.3%
1Y
+18.5%
3Y
+68.4%
5Y
+72.7%
OpenBook InsightIf you had invested £10,000 in TUGN 5 years ago, it would have grown to £17,275 — a gain of £7,275.

Annual Returns

Calendar year performance

TUGN delivered positive returns in 4 of the last 5 calendar years.
YearTUGN
2026 YTD+11.2%
2025+19.0%
2024+19.7%
2023+35.8%
2022-18.8%
CAGR 4yr+12.0%
4/5 positive yearsAvg return: +13.4%Worst year: -18.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
20.2%
Moderate
Momentum
-2.8%
30-day change
Support Level
25.85
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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