Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.00% -- --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 53.00% -1482.70 Upgrade

Basic Info

Investment Strategy
--
General
Security Type Exchange-Traded Fund
Broad Asset Class --
Broad Category --
Global Peer Group --
Peer Group --
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name --
Broad Asset Class Benchmark Index
^SPXTR 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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
2023 *
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
18.95%
1.45%
2.98%
-1.69%
7.06%
-1.17%
1.30%
-7.63%
5.79%
--
--
--
--
--
--
--
2.54%
--
15.99%
-9.16%
24.88%
-4.21%
32.42%
-13.45%
-14.00%
--
--
--
--
--
6.39%
-15.48%
6.45%
As of September 01, 2023. *Indicates data for the year is incomplete.

Asset Allocation

As of August 09, 2023.
Type % Net
Cash 0.59%
Stock 48.41%
Bond 45.88%
Convertible 0.75%
Preferred 4.34%
Other 0.03%
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Basic Info

Investment Strategy
--
General
Security Type Exchange-Traded Fund
Broad Asset Class --
Broad Category --
Global Peer Group --
Peer Group --
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name --
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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