- Issuer
- Strategas
- Inception Date
- Jan 25, 2022
- Region
- Global (Broad)
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $59M
Share Price Chart
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Performance
SAGP Performance Chart
Strategas Global Policy Opportunities ETF (SAGP) is up 1.2% since the beginning of the year. SAGP is currently trading at $34 per share.
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Returns By Period
Strategas Global Policy Opportunities ETF (SAGP) has returned 1.23% so far this year and 11.13% over the past 12 months.
Strategas Global Policy Opportunities ETF
- 1D
- -0.74%
- 1M
- -2.59%
- YTD
- 1.23%
- 6M
- 0.49%
- 1Y
- 11.13%
- 3Y*
- 13.99%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SAGP Monthly Returns History
Based on dividend-adjusted daily data since Jan 25, 2022, SAGP's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2022 with a return of +8.8%, while the worst month was Sep 2022 at -7.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SAGP closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +6.6%, while the worst single day was Apr 4, 2025 at -5.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.95% | 3.57% | -6.83% | 2.09% | 0.79% | -2.86% | 1.23% | ||||||
| 2025 | 4.86% | 0.87% | 0.11% | 2.13% | 2.01% | 4.89% | -0.60% | 3.10% | 1.92% | 0.23% | -0.43% | 1.98% | 23.02% |
| 2024 | -0.89% | 4.05% | 2.98% | -4.26% | 3.38% | -0.55% | 5.33% | 3.62% | 1.40% | -2.15% | 4.55% | -5.34% | 12.03% |
| 2023 | 5.70% | -3.08% | 1.13% | 1.66% | -3.58% | 4.86% | 1.81% | -2.10% | -5.68% | -3.42% | 8.46% | 6.09% | 11.26% |
| 2022 | 2.07% | 2.41% | 2.62% | -6.71% | -0.59% | -7.26% | 6.00% | -6.41% | -7.34% | 7.26% | 8.77% | -2.67% | -3.70% |
Benchmark Metrics
Strategas Global Policy Opportunities ETF has an annualized alpha of 0.17%, beta of 0.75, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since January 25, 2022.
- This ETF participated in 78.75% of S&P 500 Index downside but only 70.86% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.17%
- Beta
- 0.75
- R²
- 0.72
- Upside Capture
- 70.86%
- Downside Capture
- 78.75%
Expense Ratio
SAGP has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SAGP ranks 25 for risk / return — below 25% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Strategas Global Policy Opportunities ETF (SAGP) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAGP | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.78 | -1.53 |
| Martin ratioReturn relative to average drawdown | 3.36 | 12.44 | -9.08 |
Dividends
Dividend History
Strategas Global Policy Opportunities ETF provided a 3.41% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $1.17 | $1.17 | $0.63 | $0.25 | $0.12 |
Dividend yield | 3.41% | 3.45% | 2.23% | 0.94% | 0.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Strategas Global Policy Opportunities ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.97 | $1.17 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.63 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.25 |
| 2022 | $0.12 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Strategas Global Policy Opportunities ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Strategas Global Policy Opportunities ETF was 22.90%, occurring on Sep 27, 2022. Recovery took 345 trading sessions.
The current Strategas Global Policy Opportunities ETF drawdown is 6.90%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -22.90%Sep 2022 | 5mo 25d | 1y 4mo | 1y 10moApr 2022 - Feb 2024 |
2025 selloff2025 | -11.47%Apr 2025 | 13d | 24d | 1mo 7dMar 2025 - May 2025 |
2026 pullback2026 | -8.90%Mar 2026 | 27d | — | 3mo 22dMar 2026 - now |
2025 pullback2025 | -7.03%Jan 2025 | 1mo 29d | 1mo 9d | 3mo 8dNov 2024 - Feb 2025 |
2025 pullback2025 | -6.45%Nov 2025 | 1mo 15d | 1mo 2d | 2mo 17dOct 2025 - Dec 2025 |
Drawdown Indicators
| SAGP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.90% | -56.78% | +33.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -9.10% | +0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -18.90% | +6.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -6.90% | -1.80% | -5.10% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -10.71% | +5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.03% | +1.29% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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