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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.89% -0.00% 266263.0 73.97
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 249814.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investment results that correspond to the performance of the Syntax Defined Volatility XLY Index. The Fund implements its investment objective by investing under normal market conditions at least 80% of its net assets in financial instruments that achieve the investment results of the Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Consumer Discretionary
Peer Group Consumer Services Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Consumer Services Funds
Fund Owner Firm Name WEBs Investments Inc.
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
2.00%
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-6.39%
13.69%
0.61%
26.77%
24.46%
16.33%
-29.08%
27.58%
17.26%
13.15%
2.76%
27.45%
48.34%
24.86%
-35.15%
40.37%
24.28%
5.76%
3.54%
28.39%
29.63%
27.93%
-36.27%
39.64%
26.51%
7.36%
2.76%
As of January 16, 2026.

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 51.59%
Stock 51.47%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other -3.07%
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Basic Info

Investment Strategy
The Fund seeks to provide investment results that correspond to the performance of the Syntax Defined Volatility XLY Index. The Fund implements its investment objective by investing under normal market conditions at least 80% of its net assets in financial instruments that achieve the investment results of the Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Consumer Discretionary
Peer Group Consumer Services Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Consumer Services Funds
Fund Owner Firm Name WEBs Investments Inc.
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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