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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.78% 0.71% 179.45M 73664.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 35.00% 118.42M Upgrade

Basic Info

Investment Strategy
The Fund seeks income and long-term capital appreciation. It seeks to achieve its investment objective by investing in corporate bonds and US treasury securities, over-the-counter total return swaps on gold and other commodities that provide long and short economic exposure to varied group of energy and industrial metals.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
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 Strategy Shares
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
-19.64%
12.74%
19.82%
57.99%
5.96%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
18.57%
-14.88%
16.49%
-3.87%
11.51%
10.05%
3.77%
2.54%
25.39%
4.51%
22.28%
-8.10%
-8.49%
19.93%
11.89%
6.30%
--
--
--
-11.88%
11.56%
19.45%
8.90%
1.34%
--
--
--
-9.38%
10.55%
8.37%
9.32%
2.41%
As of January 19, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 5.31%
Stock 0.00%
Bond 88.03%
Convertible 0.00%
Preferred 0.00%
Other 6.66%
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Basic Info

Investment Strategy
The Fund seeks income and long-term capital appreciation. It seeks to achieve its investment objective by investing in corporate bonds and US treasury securities, over-the-counter total return swaps on gold and other commodities that provide long and short economic exposure to varied group of energy and industrial metals.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
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 Strategy Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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