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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.91% -0.07% 59.52M 9842.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 200.0% -34.49M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth. The Fund is an actively managed ETF that seeks to achieve its investment objective with limited volatility and reduced correlation by allocating its assets among the following five major asset classes: equities, fixed income securities, real estate, currencies, and commodities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
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 Cabana
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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--
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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
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
8.44%
-16.83%
4.71%
3.56%
12.63%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
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--
--
--
--
13.63%
6.06%
--
--
--
--
--
17.19%
1.68%
15.06%
--
--
--
12.12%
-7.57%
12.79%
8.69%
11.83%
--
--
--
--
-16.19%
10.48%
2.92%
11.29%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.58%
Stock 30.98%
Bond 48.43%
Convertible 0.00%
Preferred 0.00%
Other 14.01%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term growth. The Fund is an actively managed ETF that seeks to achieve its investment objective with limited volatility and reduced correlation by allocating its assets among the following five major asset classes: equities, fixed income securities, real estate, currencies, and commodities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
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 Cabana
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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