Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% -0.01% 226.98M 66207.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 188.93M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investment results that equals or exceeds the performance of the CP High Yield Trend Index (the Index). The Fund invest its assets in the constituents of the Index which is comprised of a blend of allocations to two asset classes: US high yield corporate bond ETFs and US 3-7 year Treasury ETFs.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD High Yield
Peer Group High Yield Funds
Global Macro Bond High Yield
US Macro High Yield Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective High Yield Funds
Fund Owner Firm Name Counterpoint
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
2.74%
-11.29%
8.30%
7.25%
5.11%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.94%
-1.97%
12.01%
0.16%
5.75%
-1.71%
14.68%
11.41%
4.99%
-2.20%
9.17%
-0.63%
6.27%
-2.36%
11.17%
9.39%
7.08%
-3.27%
14.88%
4.95%
3.99%
-12.20%
12.41%
7.70%
8.30%
-2.69%
13.59%
5.21%
3.32%
-8.76%
11.19%
5.53%
8.47%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.05%
Stock 0.03%
Bond 99.68%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide investment results that equals or exceeds the performance of the CP High Yield Trend Index (the Index). The Fund invest its assets in the constituents of the Index which is comprised of a blend of allocations to two asset classes: US high yield corporate bond ETFs and US 3-7 year Treasury ETFs.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD High Yield
Peer Group High Yield Funds
Global Macro Bond High Yield
US Macro High Yield Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective High Yield Funds
Fund Owner Firm Name Counterpoint
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders