Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% 0.08% 24.67M 1157.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 4.676M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide returns that track those of the S&P 500 Price Index while providing a buffer against the first 8% to 12% of S&P 500 Price Index losses, from August 1, 2023 to July 31, 2024. The Fund invests substantially all of its assets in FLexible EXchange Options that reference the S&P 500 Price Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
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
--
--
20.74%
-10.42%
17.32%
18.04%
13.48%
1.58%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.97%
--
--
20.66%
-9.35%
17.64%
18.80%
13.19%
1.66%
--
--
20.49%
-10.23%
18.18%
18.90%
12.88%
1.54%
--
--
20.15%
-8.95%
18.32%
18.91%
12.33%
1.45%
--
--
21.57%
-11.43%
19.09%
18.13%
12.46%
1.48%
As of January 13, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.03%
Stock 0.00%
Bond 89.36%
Convertible 0.00%
Preferred 0.00%
Other 10.61%
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Basic Info

Investment Strategy
The Fund seeks to provide returns that track those of the S&P 500 Price Index while providing a buffer against the first 8% to 12% of S&P 500 Price Index losses, from August 1, 2023 to July 31, 2024. The Fund invests substantially all of its assets in FLexible EXchange Options that reference the S&P 500 Price Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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