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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.04% 134.69M 8628.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.97% -- 98.70M

Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. Under normal market conditions, the Fund expects to have notional exposure of between 100% and 150% of its total assets in futures contracts on US Treasury instruments and in Underlying ETFs that provide exposure to various investment asset classes and factors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Cambria
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
6.94%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.06%
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--
--
-11.88%
11.56%
19.45%
8.90%
-0.48%
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-14.37%
16.58%
16.51%
19.23%
3.28%
--
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--
--
--
--
11.38%
3.41%
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--
--
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14.56%
4.60%
As of February 24, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 7.00%
Stock 79.92%
Bond 8.36%
Convertible 0.00%
Preferred 0.22%
Other 4.50%
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Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. Under normal market conditions, the Fund expects to have notional exposure of between 100% and 150% of its total assets in futures contracts on US Treasury instruments and in Underlying ETFs that provide exposure to various investment asset classes and factors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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