Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% 0.03% 460.38M 494198.9
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 112.07M Upgrade

Basic Info

Investment Strategy
The Fund seeks to reflect a four times leveraged long exposure in the daily performance of the S&P 500 Total Return Index before negative effect of fees. The Index is a total return index, meaning that the level of the Index reflects both movements in stock prices and the reinvestment of dividend income.
General
Security Type Exchange-Traded Fund
Equity Style --
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 BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPXTR 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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
61.36%
17.36%
4.41%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
43.94%
6.13%
-20.81%
-60.25%
7.43%
-2.05%
94.50%
17.23%
17.14%
-91.59%
111.8%
130.7%
-12.32%
1.07%
2.77%
13.07%
55.67%
4.93%
88.30%
-20.50%
-9.43%
-8.47%
22.55%
1.21%
5.49%
48.77%
-33.87%
-70.16%
28.52%
-62.20%
432.5%
50.77%
As of January 17, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks to reflect a four times leveraged long exposure in the daily performance of the S&P 500 Total Return Index before negative effect of fees. The Index is a total return index, meaning that the level of the Index reflects both movements in stock prices and the reinvestment of dividend income.
General
Security Type Exchange-Traded Fund
Equity Style --
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 BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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