(BOXX) Alpha Architect 1-3 Month - Overview

ETF Category: Ultrashort Bond | Exchange: BATS (USA) | Market Cap: 11.978m USD | Total Return: 4.1% in 12m

Box Spreads, Options, Treasury Returns
Total Rating 53
Safety 65
Buy Signal -0.33
Ultrashort Bond
Category Rotation: +3.7
TER: 0.19%
AUM: 12.0B
Avg Turnover: 232M
Risk 3d forecast
Volatility1.62%
VaR 5th Pctl0.25%
VaR vs Median-13.7%
Reward TTM
Sharpe Ratio-0.68
Rel. Str. IBD34.9
Rel. Str. Peer Group61.3
Character TTM
Beta0.000
Beta Downside-0.032
Hurst Exponent0.309
Drawdowns 3y
Max DD0.12%
CAGR/Max DD41.23
CAGR/Mean DD999.00

Warnings

Fakeout

Tailwinds

No distinct edge detected

Description: BOXX Alpha Architect 1-3 Month

The Alpha Architect 1-3 Month Box ETF (BOXX) utilizes an options-based strategy known as a box spread to generate returns. Under normal conditions, the fund allocates at least 80% of its assets to these spreads, maintaining a weighted average maturity of less than 90 days. Box spreads are constructed using four simultaneous options contracts-two calls and two puts-to create a synthetic position that mimics the risk-free rate of return.

This approach operates within the ultrashort bond category but differs from traditional fixed-income funds by avoiding direct exposure to corporate or government debt instruments. Instead, the strategy captures the difference between the strike prices of the options, which historically tracks closely with Treasury bill yields. Because these trades are executed on regulated exchanges, they are cleared through a central counterparty, reducing individual issuer default risk. You can further analyze how this strategy compares to traditional cash equivalents on ValueRay.

Headlines to Watch Out For
  • Short-term interest rate fluctuations impact the yield generated by box spreads
  • Options market liquidity affects the execution pricing of underlying spread contracts
  • Tax treatment of Section 1256 contracts influences investor demand and net returns
  • Counterparty risk and exchange stability impact the security of option collateral
  • Federal Reserve monetary policy shifts drive the benchmark return for cash equivalents
What is the price of BOXX shares?

As of May 30, 2026, the stock is trading at USD 116.88 with a total of 2,988,680 shares traded.
Over the past week, the price has changed by +0.09%, over one month by +0.32%, over three months by +0.91% and over the past year by +4.10%.

Is BOXX a buy, sell or hold?

Alpha Architect 1-3 Month has no consensus analysts rating.