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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.03% 0.01% 62.97M 9585.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 679.0% 29.05M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide income and to limit risk during unfavorable market conditions. The Fund invests in exchange traded funds; options on ETFs, equities and indices; futures and options that invest in or are otherwise exposed to domestic and foreign high-yield debt instruments, and US or foreign cash equivalents.
General
Security Type Exchange-Traded Fund
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 Toews
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)
--
--
--
--
--
--
--
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Total Return (NAV)
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--
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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
--
--
--
-0.46%
-5.63%
4.98%
5.39%
3.57%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-9.98%
15.54%
-11.11%
18.03%
-7.73%
10.34%
3.80%
16.55%
-5.77%
18.57%
-14.88%
16.49%
-3.87%
11.51%
10.05%
3.99%
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As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.02%
Stock 0.02%
Bond 98.68%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Basic Info

Investment Strategy
The Fund seeks to provide income and to limit risk during unfavorable market conditions. The Fund invests in exchange traded funds; options on ETFs, equities and indices; futures and options that invest in or are otherwise exposed to domestic and foreign high-yield debt instruments, and US or foreign cash equivalents.
General
Security Type Exchange-Traded Fund
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 Toews
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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