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Formidable ETF
FORH performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 14, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -2.03% | -2.36% | -2.16% | -11.51% | +13.01% | +5.67% |
| Flows | -$605K | -$605K | -$1M | -$3M | -$12M | -$3M |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Formidable |
| N° of holdings | 40 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | April 30, 2021 |
| ESG | No |
More data and info about FORH on Trackinsight
Exposure
Data as of August 31, 2026Diversification
Total weight of top 15 holdings out of 40
Top 15 Holdings
Sectors
Countries
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +12.43% | +14.65% | +15.14% | +15.01% |
Max drawdown | -6.65% | -12.47% | -18.89% | -20.17% |
Max drawdown duration | 58d | 356d | 497d | 1248d |
Time to recover | N/A | N/A | 161d | 165d |
What type of ETF is FORH?
FORH is a Active ETF that provides exposure to Equity assets. It is managed by Formidable.
What does FORH invest in?
This ETF provides exposure to Other Equities. It is part of the segment: Uncategorized Equities.
What is the expense ratio of FORH?
The total expense ratio (TER) of FORH is 1.19%, representing the annual fee charged by the fund manager.
When was FORH launched?
FORH was launched on April 30, 2021, marking its entry into the ETF market.
Who is the issuer of FORH?
FORH is issued by Formidable.
What is the AUM of FORH?
As of October 14, 2026, FORH manages $18.29 M, reflecting the total assets held in the fund.
How has FORH performed recently?
As of October 14, 2026, FORH delivered a return of -2.03% over the past month (1M performance), -2.36% over the past three months (3M), and -2.16% year-to-date (YTD).
What are the recent fund flows for FORH?
As of October 14, 2026, FORH has seen net flows of -$605K in the past month (1M flow) and -$1M year-to-date (YTD).
Does FORH pay dividends?
As of October 14, 2026, FORH has a trailing 12-month distribution yield of 1.86%.
How many holdings are in FORH
As of August 31, 2026, FORH holds 40 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is FORH?
As of August 31, 2026, FORH holds 40 securities, with 57.75% of its assets concentrated in its top 15 holdings.
What are the top holdings of FORH?
As of August 31, 2026, FORH holds a portfolio of 40 underlyings, with its largest positions including Acacia Research Corp., USA, Bills 0% 29oct2026, USD (364D) and USA, Bills 0% 15oct2026, USD (182D). These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does FORH invest in?
As of August 31, 2026, FORH has its largest geographic exposures in USA.
What sectors or themes does FORH focus on?
As of August 31, 2026, FORH is primarily exposed to Sovereign, Industrials and Non-Energy Materials.
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