Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% -0.01% 193.96M 21965.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.44% 661.0% -2.441M

Basic Info

Investment Strategy
The Fund seeks total return. Generally, the Fund's sub-adviser selects investments using a strategic approach that is based on a long-term view of macroeconomic factors. Through that approach, the Fund's portfolio will generally have exposure to a variety of asset classes, geographies, and market capitalizations.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro Mixed Asset HC Flexible
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Gadsden
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
11.58%
21.07%
3.96%
-2.09%
1.73%
7.45%
25.27%
6.82%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-1.87%
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14.80%
0.94%
--
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12.56%
12.53%
30.38%
8.16%
28.41%
3.31%
17.85%
-7.11%
21.03%
23.49%
16.63%
-0.86%
--
--
6.39%
-15.48%
11.84%
7.28%
12.89%
-0.03%
As of March 17, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.45%
Stock 49.55%
Bond 28.77%
Convertible 0.00%
Preferred 1.45%
Other 19.78%
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Basic Info

Investment Strategy
The Fund seeks total return. Generally, the Fund's sub-adviser selects investments using a strategic approach that is based on a long-term view of macroeconomic factors. Through that approach, the Fund's portfolio will generally have exposure to a variety of asset classes, geographies, and market capitalizations.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro Mixed Asset HC Flexible
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Gadsden
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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