Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.98% 0.10% 54.69M 8886.73
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 27.49M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation and current income. It seeks to invests at least 80% of its net assets in equity investments of companies that are included in the Index, options or futures, ETFs or options on ETFs that replicates the returns of the Index & invests in options strategies that to generate current income.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name Summit Global Investments
Broad Asset Class Benchmark Index
^MSACWINTR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
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
--
--
--
--
--
--
--
21.23%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
-6.57%
19.29%
8.37%
12.36%
-15.01%
15.11%
11.20%
15.64%
--
--
--
--
-3.21%
22.84%
6.71%
-0.34%
--
--
--
--
--
--
--
7.66%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.53%
Stock 0.00%
Bond 38.13%
Convertible 0.00%
Preferred 0.00%
Other 61.34%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation and current income. It seeks to invests at least 80% of its net assets in equity investments of companies that are included in the Index, options or futures, ETFs or options on ETFs that replicates the returns of the Index & invests in options strategies that to generate current income.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name Summit Global Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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