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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.14% -1.73% 5.926M 4460.17
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 5.876M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide total return through investments in convertible bonds issued by companies that hold bitcoin in their corporate treasury. It will invest at least 80% of its net assets in convertible bonds issued by companies that own bitcoin or bitcoin-linked financial instruments in their corporate treasury.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles US
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name REX Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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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
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.96%
-0.32%
21.76%
61.01%
-0.51%
-20.66%
15.34%
10.62%
19.75%
-2.28%
22.30%
51.02%
4.10%
-20.86%
7.12%
11.92%
21.64%
-1.96%
22.38%
53.39%
2.17%
-20.81%
14.49%
10.06%
18.44%
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13.25%
32.00%
As of December 24, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.55%
Stock 0.00%
Bond 105.7%
Convertible 0.00%
Preferred 0.00%
Other -6.20%
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Basic Info

Investment Strategy
The Fund seeks to provide total return through investments in convertible bonds issued by companies that hold bitcoin in their corporate treasury. It will invest at least 80% of its net assets in convertible bonds issued by companies that own bitcoin or bitcoin-linked financial instruments in their corporate treasury.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles US
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name REX Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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