Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.98% 0.21% 298549.0 857.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 2.949M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve its investment objectives through the use of a synthetic covered call strategy that provides current income, while also providing exposure to the price returns subject to a limit on potential investment gains. The Funds seeks to provide synthetic long exposure through purchase and sale.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Bitwise
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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5%
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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
2019
2020
2021
2022
2023
2024
2025
YTD
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
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22.39%
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5.22%
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8.34%
10.59%
9.36%
5.26%
As of January 19, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 91.87%
Stock 0.00%
Bond 3.72%
Convertible 0.00%
Preferred 0.00%
Other 4.41%
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Basic Info

Investment Strategy
The Fund seeks to achieve its investment objectives through the use of a synthetic covered call strategy that provides current income, while also providing exposure to the price returns subject to a limit on potential investment gains. The Funds seeks to provide synthetic long exposure through purchase and sale.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Bitwise
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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