Amplify ETFs Announces the BlackSwan Growth & Treasury Core ETF (SWAN) Has Surpassed $250M in Assets
April 28 2020 - 5:00AM
Business Wire
Fund has delivered in both risk-off and risk-on
environments
Amplify ETFs has announced the BlackSwan Growth & Treasury
Core ETF (NYSE: SWAN) has surpassed $250 million in assets under
management, as it has continued to buffer against significant
losses while seeking uncapped upside to the S&P 500 Index. The
Fund has generated a positive total return of 3.85% year-to-date
(as of 4/24/20), outperforming the S&P 500 Total Return Index
by 15.51% amid significant market volatility in 2020.
“This year investors have been grappling with unprecedented
uncertainty in equity markets due to the growing impact of the
COVID-19 outbreak,” said Christian Magoon, Founder and CEO of
Amplify ETFs. “SWAN has delivered what it was designed to do during
choppy equity markets: help investors mitigate significant losses.
While the BlackSwan ETF’s 22.03% return in 2019 showed the
strategy’s upside potential in positive equity markets, SWAN’s
performance this year demonstrates its downside protection.”
SWAN is a low-cost, simple and powerful strategy comprised of
two inversely-correlated asset classes: U.S. Treasury securities
and S&P 500 long-term call options.
To learn more about SWAN, visit the ETF’s website.
About Amplify ETFs Amplify believes the ETF structure
empowers investors through efficiency, transparency and
flexibility. Since its first ETF launch in 2016, Amplify has sought
to build ETFs powered by investment strategies from leading index
providers and asset managers within unique market segments.
The outbreak of COVID-19 has negatively affected the worldwide
economy, individual countries, individual companies and the market
in general. The future impact of COVID-19 is currently unknown, and
it may exacerbate other risks that apply to the Fund.
Past performance does not guarantee future results. Short-term
performance may often reflect conditions that are likely not
sustainable, and thus such performance may not be repeated in the
future.
SWAN Performance Quarter End as of 3/31/20
Cumulative (%)
Annualized (%)
1 Mo.
3 Mo.
6 Mo.
YTD
Since Inception
(11/6/18)
1 Yr.
Since Inception
(11/6/18)
Fund NAV
-1.38%
0.06%
3.81%
0.06%
19.27%
12.87%
13.41%
Closing Price
-1.02%
0.36%
3.80%
0.36%
20.01%
13.14%
13.92%
S&P 500 TR Index
-12.35%
-19.60%
-12.31%
-19.60%
-2.83%
-6.98%
-2.03%
Fund Inception Date: 11/6/2018
The performance data quoted represents past performance. Past
performance does not guarantee future results. The investment
return and principal value of an investment will fluctuate so that
an investor's shares, when sold or redeemed, may be worth more or
less than their original cost and current performance may be lower
or higher than the performance quoted. Short-term performance, in
particular, is not a good indication of the fund’s future
performance, and an investment should not be made based solely on
returns. For performance data current to the most recent month-end
please call 855-267-3837. Brokerage commissions will reduce
returns. The Fund’s gross expense ratio is 0.49%
The Fund’s investment objective and strategy differs
substantially from the market indices, which are included for
comparison purposes only.
The Standard & Poor's (S&P) 500 Total Return Index is an
unmanaged, market-capitalization-weighted index of the 500 largest
U.S. publicly traded companies by market value, and assumes
distributions are reinvested back into the index. It does not
include fees or expenses. It is not possible to invest directly in
an index. The S&P 500 is a registered trademark of Standard
& Poor’s Financial Services LLC, a subsidiary of The
McGraw-Hill Companies, Inc.
Carefully consider the Fund’s investment objectives, risk
factors, charges and expenses before investing. This and additional
information can be found in the Funds’ statutory and summary
prospectus, which may be obtained by calling 855-267-3837 or by
visiting AmplifyETFs.com. Read the prospectus carefully before
investing.
Investing involves risk, including the possible loss of
principal. Shares of any ETF are bought and sold at market price
(not NAV), may trade at a discount or premium to NAV and are not
individually redeemed from the Fund. The Fund's return may not
match or achieve a high degree of correlation with the return of
the underlying Index. To the extent the Fund utilizes a sampling
approach, it may experience tracking error to a greater extent than
if the Fund had sought to replicate the Index. The use of
derivative instruments, such as options contracts, can lead to
losses because of adverse movements in the price or value of the
underlying asset, index or rate, which may be magnified by certain
features of the derivatives. Investing in options, including LEAP
Options, and other instruments with option-type elements may
increase the volatility and/or transaction expenses of the Fund. An
option may expire without value, resulting in a loss of the Fund’s
initial investment and may be less liquid and more volatile than an
investment in the underlying securities. Investments in debt
securities typically decrease in value when interest rates rise.
This risk is usually greater for longer-term debt securities. The
Fund is non-diversified, meaning it may concentrate its assets in
fewer individual holdings than a diversified fund.
Diversification does not assure a profit or protect against a
loss in a declining market.
Amplify ETFs are distributed by Foreside Fund Services, LLC.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20200428005222/en/
Sales Contact: Amplify ETFs 855-267-3837 info@amplifyetfs.com or
Media Contact: Gregory FCA for Amplify ETFs Caitlyn Foster,
610-228-2056 amplifyetfs@gregoryfca.com
Amplify Blackswan Growth... (AMEX:SWAN)
Historical Stock Chart
From Oct 2024 to Nov 2024
Amplify Blackswan Growth... (AMEX:SWAN)
Historical Stock Chart
From Nov 2023 to Nov 2024