Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.12% -0.16% 46.97M 106.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 170.3% 958094.0 Upgrade

Basic Info

Investment Strategy
The fund seeks to provide income with low volatility over a market cycle regardless of market conditions or general market direction, by primarily investing in both debt instruments across the credit spectrum and cash or cash equivalents. The fund seeks to provide income while targeting low correlation to equity and traditional income. The fund will use leverage. The leverage will be created through the use of cash borrowings, short sales and derivative contracts. The funds leverage must not exceed three times the funds net asset value. The leverage will be calculated in accordance with the methodology prescribed by securities regulations, or any exemptions therefrom.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 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
--
--
--
1.66%
-2.76%
5.20%
5.59%
4.15%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
--
--
--
0.87%
-8.33%
4.97%
3.76%
4.41%
--
--
--
1.23%
-3.31%
6.11%
9.03%
2.36%
--
--
--
--
-9.44%
8.74%
10.75%
2.50%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.43%
Stock 0.04%
Bond 101.3%
Convertible 0.00%
Preferred 0.00%
Other -0.93%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The fund seeks to provide income with low volatility over a market cycle regardless of market conditions or general market direction, by primarily investing in both debt instruments across the credit spectrum and cash or cash equivalents. The fund seeks to provide income while targeting low correlation to equity and traditional income. The fund will use leverage. The leverage will be created through the use of cash borrowings, short sales and derivative contracts. The funds leverage must not exceed three times the funds net asset value. The leverage will be calculated in accordance with the methodology prescribed by securities regulations, or any exemptions therefrom.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders