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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.90% -0.08% 125.28M 18418.30
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 256.0% -75.16M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth within a targeted risk parameter of 10% from peak to trough. The Fund is an actively managed exchange-traded fund that allocates 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%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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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
--
--
--
14.82%
-19.68%
7.62%
7.12%
6.78%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-10.50%
28.41%
3.31%
17.85%
-7.11%
21.03%
23.49%
13.85%
--
--
--
8.44%
-16.83%
4.71%
3.56%
12.63%
--
--
--
--
--
7.43%
11.75%
10.61%
--
--
--
--
--
--
12.45%
4.24%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.20%
Stock 80.51%
Bond 16.57%
Convertible 0.00%
Preferred 0.44%
Other 2.28%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term growth within a targeted risk parameter of 10% from peak to trough. The Fund is an actively managed exchange-traded fund that allocates 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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