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Leatherback LongLong-Short EquityLBAY · NYSE Arca

Leatherback Long/Short Alternative Yield ETF (LBAY)

Price
$27.01
11 Sept 2026
Assets
Total net assets
Expense ratio
1.20%
Category 2.13%
Yield
Trailing distributions
3Y CAGR
4.5%-9.1%
Category 13.6%
5Y CAGR
6.7%-1.9%
Category 8.6%
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Leatherback Long/Short Alternative Yield ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.4%+6.9%+2.1%+14.2%+10.2%+4.5%+6.7%+8.9%
Long-Short Equity average-0.2%3.2%12.2%13.8%16.3%13.6%8.6%16.5%
Difference+2.6%+3.7%-10.0%+0.4%-6.1%-9.1%-1.9%-7.6%

Holdings

The 10 largest positions make up 56.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FGXXXFirst American Government Obligs X13.61%
HLHecla Mining Co5.65%
ABX.TOBarrick Mining Corp5.33%
AGI.TOAlamos Gold Inc Class A4.94%
WTRGEssential Utilities Inc4.77%
VVisa Inc Class A4.75%
CMCSAComcast Corp Class A4.52%
ORIOld Republic International Corp4.50%
KDPKeurig Dr Pepper Inc4.31%
AGNCPAGNC Investment Corp FXDFR PRF PERPETUAL USD 25 Series F4.29%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
16.6
P/B
2.2
P/S
2.2
P/CF
9.5

Sector allocation

Share of the equity the fund holds.

23.2%Materials11 sectors
  1. Materials23.2%
  2. Financial services22.8%
  3. Consumer staples10.6%
  4. Technology8.5%
  5. Utilities7.5%
  6. Industrials6.5%
  7. Energy6.1%
  8. Health care5.0%
  9. Communication services3.8%
  10. Consumer discretionary3.5%
  11. Real estate2.5%

Asset mix

  • Stocks81.6%
  • Cash16.1%
  • Preferred shares8.4%

ETF details

Issuer
Leatherback Long
Category
Alternatives · Long-Short Equity
Ticker
LBAY
Exchange
NYSE Arca
Inception
17 Nov 2020 (5.8 years)
Structure
Exchange Traded Fund
Expense ratio
1.20% (category 2.13%)
Holdings turnover
67% (category 227%)
Distribution yield
Total net assets

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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