Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% 0.72% 33.86M 14221.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 295.0% -3.645M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. Under normal market conditions, the Fund will seek to create an investment portfolio that has similar return characteristics as the hedge fund industry gross of fees return. The Sub-Adviser obtains publicly reported returns and fee data for the hedge fund industry from various sources.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Unlimited
Broad Asset Class Benchmark Index
^MSACWINTR 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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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
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
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8.77%
10.48%
-3.32%
8.68%
5.72%
-0.16%
-8.69%
10.07%
6.68%
7.99%
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0.19%
-37.63%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 17.14%
Stock 36.88%
Bond 36.53%
Convertible 0.00%
Preferred 0.03%
Other 9.42%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation. Under normal market conditions, the Fund will seek to create an investment portfolio that has similar return characteristics as the hedge fund industry gross of fees return. The Sub-Adviser obtains publicly reported returns and fee data for the hedge fund industry from various sources.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Unlimited
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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