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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% -0.05% 65.31M 5261.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 60.65M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve capital appreciation with limited downside protection. Under normal circumstances, the Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes), in instruments that provide the Fund with direct or indirect exposure to equity securities of U.S. companies.
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 BufferLABS ETF
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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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
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.50%
6.80%
7.15%
5.09%
-8.86%
12.17%
12.49%
10.63%
0.46%
--
7.38%
5.25%
-9.21%
12.53%
14.32%
8.79%
0.29%
--
--
11.89%
-6.41%
22.13%
15.15%
7.99%
0.41%
--
--
9.60%
-5.57%
21.34%
17.43%
13.73%
0.79%
As of January 16, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.66%
Stock 0.00%
Bond 0.53%
Convertible 0.00%
Preferred 0.00%
Other 98.81%
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Basic Info

Investment Strategy
The Fund seeks to achieve capital appreciation with limited downside protection. Under normal circumstances, the Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes), in instruments that provide the Fund with direct or indirect exposure to equity securities of U.S. companies.
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 BufferLABS ETF
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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