Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.11% 12.14M 1709.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 426.0% 4.614M

Basic Info

Investment Strategy
The Fund seeks capital appreciation and risk mitigation. The Fund invests in a non-diversified portfolio of US dollar-denominated, investment-grade bonds of US and non-US issuers either directly or indirectly via unaffiliated ETFs, and call options linked to the performance of the S&P 500 Index or an S&P 500 Index ETF.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Build
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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
4.97%
12.96%
5.91%
1.50%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.40%
--
--
12.12%
-7.57%
12.79%
8.69%
12.42%
1.59%
--
--
--
-22.87%
6.29%
7.59%
4.60%
10.82%
--
--
--
2.00%
14.07%
4.78%
10.08%
3.84%
--
--
--
--
--
12.16%
8.06%
0.22%
As of February 20, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.04%
Stock 0.00%
Bond 97.88%
Convertible 0.00%
Preferred 0.00%
Other 2.17%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation and risk mitigation. The Fund invests in a non-diversified portfolio of US dollar-denominated, investment-grade bonds of US and non-US issuers either directly or indirectly via unaffiliated ETFs, and call options linked to the performance of the S&P 500 Index or an S&P 500 Index ETF.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Build
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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