Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% 0.03% 35.50M 14657.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 35.00% -- Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund seeks to provide exposure to a blend of digital assets and precious metals, primarily focusing on bitcoin and gold. The fund employs a dynamic asset allocation strategy that targets balanced exposure to its core assets of bitcoin and gold, with dynamic tilts in allocation up or down to either asset based on proprietary risk metrics, including volatility, momentum, and other quantitative factors. To implement this strategy, it primarily invests in derivatives linked to Bitcoin and gold, including futures and other instruments that provide direct or synthetic exposure to Bitcoin and gold. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Alternative Cryptocurrency
Peer Group Alternative Currency Strategies Funds
Global Macro --
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name IDX Shares
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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
--
--
13.16%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
2.02%
12.81%
0.38%
12.95%
-9.90%
19.35%
17.94%
14.00%
4.03%
9.68%
3.82%
30.13%
-19.73%
2.12%
10.68%
-1.94%
1.22%
13.06%
40.18%
8.99%
-40.26%
13.37%
-8.72%
6.70%
4.86%
22.95%
61.70%
10.46%
-40.08%
12.48%
3.89%
1.22%
2.03%
As of January 14, 2026.

Asset Allocation

As of December 12, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 100.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund seeks to provide exposure to a blend of digital assets and precious metals, primarily focusing on bitcoin and gold. The fund employs a dynamic asset allocation strategy that targets balanced exposure to its core assets of bitcoin and gold, with dynamic tilts in allocation up or down to either asset based on proprietary risk metrics, including volatility, momentum, and other quantitative factors. To implement this strategy, it primarily invests in derivatives linked to Bitcoin and gold, including futures and other instruments that provide direct or synthetic exposure to Bitcoin and gold. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Alternative Cryptocurrency
Peer Group Alternative Currency Strategies Funds
Global Macro --
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name IDX Shares
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
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