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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.97% -0.00% 55.96M 7775.97
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
6.21% 141.0% -12.24M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investment results that correspond to the price and yield of its underlying index. In particular, the Underlying Index is designed to select equity securities from the Parent Index with an above-average forecasted dividend yield, scored on the basis of three fundamental value characteristics.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Absolute Shares Trust
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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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
-12.02%
24.87%
-8.56%
28.32%
-0.52%
13.78%
8.35%
12.54%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-9.13%
29.33%
-3.13%
28.88%
-2.11%
5.51%
15.63%
18.07%
-6.58%
20.46%
-6.07%
29.55%
-2.28%
5.46%
14.39%
10.33%
-3.48%
26.57%
-0.07%
25.06%
-5.30%
4.10%
10.04%
7.35%
-10.35%
24.29%
14.14%
24.78%
-13.55%
11.75%
11.12%
13.42%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.91%
Stock 98.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Basic Info

Investment Strategy
The Fund seeks to provide investment results that correspond to the price and yield of its underlying index. In particular, the Underlying Index is designed to select equity securities from the Parent Index with an above-average forecasted dividend yield, scored on the basis of three fundamental value characteristics.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Absolute Shares Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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