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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.32% 1.425M 1101.83
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 10.00% -921397.0

Basic Info

Investment Strategy
The Fund seeks to hedge relative interest rate movements arising from a steepening of the US interest rate curve, and to benefit from periods of market stress when interest rate volatility increases, while also providing inflation-protected income. The Fund is an actively managed exchange traded fund.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Inflation Linked
Peer Group Inflation Protected Bond Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Inflation Protected Bond Funds
Fund Owner Firm Name Global X
Broad Asset Class Benchmark Index
^BBUSATR 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
--
--
--
--
0.82%
-5.49%
7.71%
0.03%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
1.20%
8.32%
11.41%
5.79%
-12.82%
2.98%
2.34%
6.78%
1.25%
8.65%
10.97%
5.92%
-12.65%
3.37%
1.52%
5.87%
2.37%
8.52%
10.86%
5.86%
-12.02%
3.91%
1.95%
6.77%
1.21%
7.99%
9.98%
5.54%
-9.70%
4.10%
2.40%
7.83%
0.98%
As of February 20, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.36%
Stock 0.00%
Bond 93.47%
Convertible 0.00%
Preferred 0.00%
Other 5.17%
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Basic Info

Investment Strategy
The Fund seeks to hedge relative interest rate movements arising from a steepening of the US interest rate curve, and to benefit from periods of market stress when interest rate volatility increases, while also providing inflation-protected income. The Fund is an actively managed exchange traded fund.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Inflation Linked
Peer Group Inflation Protected Bond Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Inflation Protected Bond Funds
Fund Owner Firm Name Global X
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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