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| Side by side | APRZ |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.79% |
| Cost per year on $10k | $79 |
| Trailing 12-mo yield | 3.09% |
| Income per year on $10k | $309 |
| YTD | +8.5% |
| 1 year | +7.7% |
| 3 years · per year | +16.6% |
| 5 years · per year | +10.2% |
| Worst drop · 1Y | −8.8% |
| Volatility · 1Y | 11.1% |
| Holdings | 14 |
| Assets | $33M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.