Board/Beta Book/AESR

AESR

Anfield U.S. Equity Sector Rotation ETF

Anfield U.S. · $253.8m in assets, October 8, 2026

An actively managed ETF: Anfield rotates among US stock market sectors, mostly through other ETFs and funds holding US stocks.

AESR, the Anfield U.S. Equity Sector Rotation ETF ($254 million), sits in StoryVector’s Beta Book: a manager chooses its holdings without a stated theme. It carries no market story, so it is not ranked against one. Over the past year it returned +4.3%, against +16.8% for broad US ETFs. Figures to October 2, 2026; past performance, not a recommendation.

AESR · the ETFFRI OCT 2Market price total return
+13.4% a yearTotal return since launch, December 2019
+4.3%Last 12 months
+18.9%Year to date
21.3%Volatility since launch

Checked, and added to the Beta Book

A manager chooses its holdings without a stated theme.

Mandate
Discretionary →
Last checked
September 29, 2026

We check every ETF against the 22 narratives. This one follows the market, a factor or a manager’s choices rather than a story, so it has no narrative and no Share of Narrative. See the narratives on the board → · See the whole Beta Book →

FRI OCT 2MARKET PRICE TOTAL RETURN

1M3MYTD1Y3Y*5Y*
AESR+2.1%+0.7%+18.9%+4.3%+20.9%+11.1%
The marketbroad US ETFs+0.8%+2.6%+14.6%+16.8%+22.9%+12.9%

1M, 3M, 1Y, 3Y, 5Y: one month to five years. YTD: year to date. * A year, annualised. A dash means the ETF has not traded for the whole period. Since it started trading on December 17, 2019: +13.4% a year.

$10,000 invested December 31, 2019

AESR $23,342The market $26,087
$0$10,000$20,000$30,000Dec 2019Dec 2021Dec 2023Dec 2025$0$10,000$20,000$30,000Dec 2019Dec 2023

Year by year

AESRThe market
-20%-10%0%10%20%30%AESR 2020: +19.6%The market 2020: +21.4%2020AESR 2021: +25.1%The market 2021: +27.1%2021AESR 2022: -17.5%The market 2022: -19.8%2022AESR 2023: +21.0%The market 2023: +27.9%2023AESR 2024: +25.4%The market 2024: +23.1%2024AESR 2025: +4.9%The market 2025: +16.8%2025AESR YTD: +18.9%The market YTD: +14.6%YTD-20%-10%0%10%20%30%AESR 2020: +19.6%The market 2020: +21.4%2020AESR 2021: +25.1%The market 2021: +27.1%2021AESR 2022: -17.5%The market 2022: -19.8%2022AESR 2023: +21.0%The market 2023: +27.9%2023AESR 2024: +25.4%The market 2024: +23.1%2024AESR 2025: +4.9%The market 2025: +16.8%2025AESR YTD: +18.9%The market YTD: +14.6%YTD

Total return in each calendar year; this year is year to date. A year appears only if AESR traded for all of it.

Total return on the market price, with each distribution reinvested on its ex-date. Not the NAV return the issuer publishes; the two differ when the ETF trades above or below the value of its holdings. The market is the asset-weighted return of broad US index ETFs. Past performance is no guarantee of future results.

Common questions

Why does AESR have no story?

A manager chooses its holdings without a stated theme.

How has AESR performed?

AESR returned +4.3% over the past year, against +16.8% for broad US ETFs, to October 2, 2026. Past performance only.

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Narrative figures are from the weekly board. Performance is market price total return as of October 2, 2026. Assets are StoryVector’s weekly figure. Classification and measurement. Not investment advice. How the measurement works →