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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.07% 0.51% 17.77M 5055.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 17.03M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. The Fund invests in a portfolio of equity securities of individual companies through investments of exchange-traded index funds ("ETFs") and ETNs. It also anticipates investing significantly in derivatives, including options and futures that provide exposure to such companies and index ETFs.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name The Opportunistic Trader
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
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-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.35%
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13.05%
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17.82%
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1.27%
28.17%
33.21%
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 140.8%
Stock 6.25%
Bond 76.54%
Convertible 0.00%
Preferred 0.00%
Other -123.6%
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Basic Info

Investment Strategy
The Fund seeks total return. The Fund invests in a portfolio of equity securities of individual companies through investments of exchange-traded index funds ("ETFs") and ETNs. It also anticipates investing significantly in derivatives, including options and futures that provide exposure to such companies and index ETFs.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name The Opportunistic Trader
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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