Board/Beta Book/TSPX

TSPX

Twin Oak Active Opportunities ETF

Twin · $243.1m in assets, October 8, 2026

An actively managed ETF: Twin Oak holds a mix of stocks of all sizes and government or corporate bonds of varying maturity and credit quality.

TSPX, the Twin Oak Active Opportunities ETF ($243 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 +12.9%, against +16.8% for broad US ETFs. Figures to October 2, 2026; past performance, not a recommendation.

TSPX · the ETFFRI OCT 2Market price total return
+17.4% a yearTotal return since launch, February 2025
+12.9%Last 12 months
+10.5%Year to date
10.5%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*
TSPX+0.7%+2.9%+10.5%+12.9%––
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 February 24, 2025: +17.4% a year.

$10,000 invested February 28, 2025

TSPX $12,883The market $13,284
$0$10,000$20,000Feb 2025Aug 2025Feb 2026$0$10,000$20,000Feb 2025Feb 2026

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 TSPX have no story?

A manager chooses its holdings without a stated theme.

How has TSPX performed?

TSPX returned +12.9% 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 →