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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.06% 31.97M 2203.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 102.6% 21.80M Upgrade

Basic Info

Investment Strategy
The Fund aims to generate capital gains, preserve capital and make monthly distributions by primarily investing in securities that can benefit from changes to interest rates and credit spreads and to maintain low volatility and low correlation with traditional equity and fixed income markets. The Fund uses leverage through the use of cash borrowings, short sales and derivatives.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^SPTSX60TR 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)
--
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Total Return (NAV)
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--
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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
2018
2019
2020
2021
2022
2023
2024
YTD
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
--
--
--
1.66%
-2.76%
5.20%
5.59%
4.15%
--
--
--
--
-9.44%
8.74%
10.75%
2.50%
--
--
--
--
2.44%
9.99%
8.15%
3.85%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.32%
Stock 1.48%
Bond 97.25%
Convertible 0.00%
Preferred 0.00%
Other -1.05%
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Basic Info

Investment Strategy
The Fund aims to generate capital gains, preserve capital and make monthly distributions by primarily investing in securities that can benefit from changes to interest rates and credit spreads and to maintain low volatility and low correlation with traditional equity and fixed income markets. The Fund uses leverage through the use of cash borrowings, short sales and derivatives.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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