DBMF Is Quietly Beating the 60/40 Portfolio in 2026, and This $3 Billion Fund Leads the Pack

For retirees who watched bonds neglect to cushion equity losses successful 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the speech by gathering astir $3 cardinal successful assets and delivering what the 60/40 portfolio failed to present past and is again outpacing successful 2026: a instrumentality watercourse that does not determination successful lockstep with stocks and bonds. Managed futures funds spent astir of the 2010s arsenic an world curiosity, a class retirees were told astir and seldom bought. DBMF is up 11% twelvemonth to date, portion a 60/40 premix of the S&P 500 and the U.S. Aggregate Bond Index has returned astir 5%, based connected SPY astatine 9% and AGG astatine 0%.

What DBMF Actually Owns

DBMF is designed to replicate the pre-fee show of the largest managed futures hedge funds by taking agelong oregon abbreviated positions successful 10 to 15 highly liquid futures contracts crossed commodities, involvement rates, currencies, and equity indexes. The money reverse-engineers the mean exposures of the CTA hedge money universe, past expresses them via cheap, liquid futures alternatively than paying the 2-and-20 interest operation underneath. The instrumentality motor is inclination following. When the dollar rallies for months, the money is agelong dollars. When crude lipid grinds lower, it is abbreviated crude. The strategy makes wealth erstwhile markets determination successful sustained directions and loses wealth erstwhile they chop sideways.

The money charges an disbursal ratio of 0.85% and pays a organisation output of 5.2%, the second sourced mostly from Treasury collateral backing the futures positions alternatively than from the trading strategy itself.

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