Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.20% 16.59M 2099.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -21.77M Upgrade

Basic Info

Investment Strategy
MIDB seeks to provide Unitholders (as defined herein) with attractive monthly income and long-term capital appreciation by targeting a medium duration fixed income portfolio by investing primarily in fixed income ETFs or fixed income securities issued in either the United States or Canada. To enhance yield, as well as to mitigate risk and ii reduce volatility, MIDB will employ a covered call option writing program at the discretion of the Manager. The level of covered call option writing may vary based on market volatility and other factors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD
Peer Group Global Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^BBGATRCADH 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
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.76%
--
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--
--
--
--
-7.07%
4.97%
--
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--
--
--
--
-0.35%
-0.34%
--
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-7.04%
3.65%
3.64%
7.27%
14.93%
-5.33%
-26.55%
-1.37%
-0.22%
-0.46%
As of December 14, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.02%
Stock -0.76%
Bond 96.87%
Convertible 0.00%
Preferred 0.00%
Other 0.87%
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Basic Info

Investment Strategy
MIDB seeks to provide Unitholders (as defined herein) with attractive monthly income and long-term capital appreciation by targeting a medium duration fixed income portfolio by investing primarily in fixed income ETFs or fixed income securities issued in either the United States or Canada. To enhance yield, as well as to mitigate risk and ii reduce volatility, MIDB will employ a covered call option writing program at the discretion of the Manager. The level of covered call option writing may vary based on market volatility and other factors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD
Peer Group Global Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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