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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.84% 0.00% 338.37M 229711.1
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 12.69% 225.94M

Basic Info

Investment Strategy
The Evolve Fund seeks to replicate, to the extent reasonably possible before fees and expenses, up to a 1.25 times multiple of the performance of the Solactive Canada Utility Index, or any successor thereto (the Index), while mitigating downside risk. The Evolve Fund invests primarily in the equity constituents of the Index. To enhance yield, as well as to mitigate risk and reduce volatility, the Evolve Fund will employ a covered call option writing program at the discretion of the Manager
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^SPTSX60TR 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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.41%
--
65.95%
71.12%
-4.01%
60.42%
2.84%
43.18%
12.10%
--
--
--
--
12.71%
18.54%
15.55%
-1.16%
--
--
--
--
23.22%
39.81%
40.68%
-3.38%
--
--
--
--
--
20.21%
15.04%
18.97%
As of March 07, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash -24.28%
Stock 124.7%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.40%
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Basic Info

Investment Strategy
The Evolve Fund seeks to replicate, to the extent reasonably possible before fees and expenses, up to a 1.25 times multiple of the performance of the Solactive Canada Utility Index, or any successor thereto (the Index), while mitigating downside risk. The Evolve Fund invests primarily in the equity constituents of the Index. To enhance yield, as well as to mitigate risk and reduce volatility, the Evolve Fund will employ a covered call option writing program at the discretion of the Manager
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Evolve ETFs
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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