Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.74% 0.05% 262.32M 24853.17
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 69.36% 28.43M Upgrade

Basic Info

Investment Strategy
BOND seeks to provide unitholders with attractive monthly income and long-term capital appreciation by investing primarily in fixed income ETFs issued in the United States. To enhance yield, as well as to mitigate risk and reduce volatility, BOND will employ a covered call option writing program at the discretion of the Manager. The level of covered call option writing may vary based on market volatility and other factors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD
Peer Group Global Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
-7.07%
4.97%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.76%
--
--
--
--
--
--
-7.04%
3.65%
-0.75%
6.15%
6.20%
-2.39%
-13.34%
5.92%
0.78%
1.59%
As of December 14, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.09%
Stock -0.79%
Bond 100.1%
Convertible 0.00%
Preferred 0.00%
Other 0.64%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
BOND seeks to provide unitholders with attractive monthly income and long-term capital appreciation by investing primarily in fixed income ETFs issued in the United States. To enhance yield, as well as to mitigate risk and reduce volatility, BOND will employ a covered call option writing program at the discretion of the Manager. The level of covered call option writing may vary based on market volatility and other factors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD
Peer Group Global Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Top Portfolio Holders