Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.31% -0.09% 13.46M 611387.1
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 135.86M

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation, and secondarily to seek current income. The Fund seeks to achieve its investment objective through a combination of Leveraged Strategy and Income Generation Strategy. MSTR has two main strategies: (1) to acquire and hold bitcoin, and (2) grow its enterprise analytics.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Miscellaneous
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Leveraged
Peer Group Equity Leverage Funds
Global Macro Alternative Equity
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Leverage Funds
Fund Owner Firm Name Defiance
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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-29.90%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-0.00%
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-3.19%
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-32.35%
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-39.52%
-43.03%
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-8.16%
As of February 14, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 67.83%
Stock 0.00%
Bond 24.33%
Convertible 0.00%
Preferred 0.00%
Other 7.84%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation, and secondarily to seek current income. The Fund seeks to achieve its investment objective through a combination of Leveraged Strategy and Income Generation Strategy. MSTR has two main strategies: (1) to acquire and hold bitcoin, and (2) grow its enterprise analytics.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Miscellaneous
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Leveraged
Peer Group Equity Leverage Funds
Global Macro Alternative Equity
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Leverage Funds
Fund Owner Firm Name Defiance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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