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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.91% -0.19% 29.56M 193.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 42.00% 1.612M Upgrade

Basic Info

Investment Strategy
The Fund seeks income and capital preservation. It is an actively-managed ETF that invests primarily in high grade securitized asset instruments, referred to as structured products, which are pre-packaged investments that normally include assets linked to interest or one or more derivatives, which may use leverage.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focus Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Credit Focus Funds
Fund Owner Firm Name Obra Funds
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)
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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
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.04%
14.39%
10.51%
-15.97%
14.83%
13.88%
-1.02%
19.79%
-18.90%
0.17%
-2.99%
7.16%
-20.94%
-26.92%
-20.46%
-25.97%
-4.47%
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 98.29%
Convertible 0.00%
Preferred 0.00%
Other 1.71%
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Basic Info

Investment Strategy
The Fund seeks income and capital preservation. It is an actively-managed ETF that invests primarily in high grade securitized asset instruments, referred to as structured products, which are pre-packaged investments that normally include assets linked to interest or one or more derivatives, which may use leverage.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focus Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Credit Focus Funds
Fund Owner Firm Name Obra Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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