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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.70% 0.23% 272.61M 23422.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 59.00% 27.49M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation with limited drawdowns. The Fund is a diversified actively-managed exchange-traded fund ("ETF") that under normal circumstances will invest more than 80% of the Fund's net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and US Treasuries.
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 Fairlead Strategies
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
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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--
--
--
--
--
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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
--
--
--
--
7.43%
11.75%
10.93%
2.20%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
--
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--
--
--
--
14.56%
2.50%
--
--
--
-14.37%
16.58%
16.51%
19.23%
2.86%
--
--
--
--
12.56%
12.53%
30.38%
6.11%
--
--
--
--
--
--
11.38%
1.60%
As of January 18, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.86%
Stock 74.63%
Bond 16.30%
Convertible 0.00%
Preferred 0.00%
Other 8.22%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation with limited drawdowns. The Fund is a diversified actively-managed exchange-traded fund ("ETF") that under normal circumstances will invest more than 80% of the Fund's net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and US Treasuries.
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 Fairlead Strategies
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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