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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.74% -0.03% 1.004M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks to generate moderate monthly income while reducing downside risk. The fund is an actively managed exchange-traded fund (“ETF”) that invests, under normal market conditions, at least 80% of its total assets in U.S. Treasuries, cash and cash equivalents, and unfunded total return swaps that provide exposure to a synthetic portfolio of autocallable notes included in the Autocallable Index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Bond Other
Peer Group Specialty Fixed Income Funds
Global Macro Bond Other
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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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
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.14%
13.89%
-20.45%
19.58%
0.00%
21.79%
10.53%
9.52%
0.00%
As of January 09, 2026.

Asset Allocation

As of January 02, 2026.
Type % Net
Cash 100.9%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.89%
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Basic Info

Investment Strategy
The investment seeks to generate moderate monthly income while reducing downside risk. The fund is an actively managed exchange-traded fund (“ETF”) that invests, under normal market conditions, at least 80% of its total assets in U.S. Treasuries, cash and cash equivalents, and unfunded total return swaps that provide exposure to a synthetic portfolio of autocallable notes included in the Autocallable Index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Bond Other
Peer Group Specialty Fixed Income Funds
Global Macro Bond Other
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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