Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.78% 0.12% 17.04M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 0.00 Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund invests primarily in a combination of futures contracts on U.S. equity indexes. The balance of the Funds net assets generally will be invested in Fixed Income Investments in an effort to generate income for the Fund and as collateral for the Index Futures.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Q3 Asset Management
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
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
19.35%
--
--
--
--
--
37.66%
19.36%
22.24%
--
--
--
--
--
35.59%
18.46%
20.65%
-3.29%
1.35%
22.15%
14.42%
-12.09%
-3.57%
14.02%
9.27%
--
--
--
12.12%
-7.57%
12.79%
8.69%
13.39%
As of December 25, 2025.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund invests primarily in a combination of futures contracts on U.S. equity indexes. The balance of the Funds net assets generally will be invested in Fixed Income Investments in an effort to generate income for the Fund and as collateral for the Index Futures.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Q3 Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders