Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.00% 0.08% 38.28M 87611.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 37.92M

Basic Info

Investment Strategy
The Fund seeks to generate income primarily from a combination of the options strategies- the short-dated fixed income instruments it holds as collateral in connection with the options strategies, and dividends from the Listed Securities it holds directly. The Fund invests up to 100% of its assets in Listed Securities.
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 Kurv
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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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
--
--
--
--
--
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-10.91%
-0.08%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.10%
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-24.61%
19.29%
--
--
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-18.49%
11.71%
14.69%
3.74%
-0.19%
--
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--
--
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41.11%
9.34%
-9.21%
As of February 21, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash -3.14%
Stock 84.83%
Bond 10.21%
Convertible 0.00%
Preferred 0.00%
Other 8.09%
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Basic Info

Investment Strategy
The Fund seeks to generate income primarily from a combination of the options strategies- the short-dated fixed income instruments it holds as collateral in connection with the options strategies, and dividends from the Listed Securities it holds directly. The Fund invests up to 100% of its assets in Listed Securities.
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 Kurv
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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