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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.72% -0.03% 142.07M 49027.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 225.0% 53.01M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation in rising markets while limiting losses during periods of decline. Under normal circumstances, the Fund invests at least 80% of its net assets in instruments providing exposure to hard assets, including derivatives and ETFs with economic characteristics similar to such assets.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Materials
Peer Group Basic Materials Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Basic Materials Funds
Fund Owner Firm Name 3EDGE Asset Management
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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--
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--
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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
--
--
--
--
--
--
--
30.26%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.40%
-8.33%
21.92%
-0.81%
25.21%
7.61%
1.52%
-3.94%
34.61%
-17.73%
19.76%
20.35%
17.03%
-19.35%
13.85%
-4.20%
-5.03%
-22.63%
21.51%
22.48%
30.82%
-0.92%
16.25%
-16.31%
18.35%
-14.73%
25.10%
22.85%
31.22%
-9.96%
8.32%
-1.31%
7.44%
As of December 23, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 8.08%
Stock 0.00%
Bond 46.87%
Convertible 0.00%
Preferred 0.00%
Other 45.05%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation in rising markets while limiting losses during periods of decline. Under normal circumstances, the Fund invests at least 80% of its net assets in instruments providing exposure to hard assets, including derivatives and ETFs with economic characteristics similar to such assets.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Materials
Peer Group Basic Materials Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Basic Materials Funds
Fund Owner Firm Name 3EDGE Asset Management
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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