Adaptive ETF ETFs List | Morningstar

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Adaptive ETF ETFs List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio
Adaptiv™ Select ETF	ADPV	Mid-Cap Blend			3.95%	91	1.000%
RH Tactical Rotation ETF	RHRX	Tactical Allocation			17.68%	9	1.380%
Adaptive Alpha Opportunities ETF	AGOX	Tactical Allocation			15.41%	14	1.360%
RH Tactical Outlook ETF	RHTX	Tactical Allocation			5.28%	75	1.540%
Adaptive Hedged Multi-Asset Income ETF	AMAX	Nontraditional Bond		—	2.33%	26	1.370%

Adaptive ETF ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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