Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.05% -0.16% 594.69M 12.24M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 203.68M Upgrade

Basic Info

Investment Strategy
The Fund seeks daily investment results of 200% of the daily performance of MSTR. The Fund, normally, plus any borrowings for investment purposes, invests in swap agreements that provide 200% daily exposure to MSTR equal to at least 80% of its net assets and without regard to overall market movement of MSTR.
General
Security Type Exchange-Traded Fund
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 REX Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
-83.16%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.52%
-73.96%
184.7%
-32.09%
168.2%
-75.23%
259.6%
-22.83%
-28.37%
--
--
--
--
--
641.6%
4.22%
-37.35%
--
--
--
--
--
--
383.3%
25.07%
--
--
--
--
--
--
--
264.8%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 72.15%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 27.85%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks daily investment results of 200% of the daily performance of MSTR. The Fund, normally, plus any borrowings for investment purposes, invests in swap agreements that provide 200% daily exposure to MSTR equal to at least 80% of its net assets and without regard to overall market movement of MSTR.
General
Security Type Exchange-Traded Fund
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 REX Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders