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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% -0.08% 138.90M 5313.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.24% 6.00% 7.356M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation with capital preservation as a secondary objective. Under normal circumstances, the Fund seeks to meet its investment objective by investing at least 80% of its net assets in equity securities of US companies that meet its politically conservative criteria.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name American Conservative Values ETFs
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
--
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Total Return (NAV)
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--
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
28.84%
-15.75%
23.81%
20.56%
13.67%
1.86%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
29.98%
19.29%
26.34%
-16.13%
22.48%
29.94%
13.25%
1.91%
31.74%
20.78%
28.49%
-19.88%
27.87%
20.22%
16.04%
1.56%
--
--
14.04%
-16.05%
26.78%
23.80%
21.52%
0.56%
--
--
--
-18.08%
22.03%
19.65%
20.36%
2.42%
As of January 10, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.11%
Stock 99.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation with capital preservation as a secondary objective. Under normal circumstances, the Fund seeks to meet its investment objective by investing at least 80% of its net assets in equity securities of US companies that meet its politically conservative criteria.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name American Conservative Values ETFs
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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