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| Side by side | JULZ |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.79% |
| Cost per year on $10k | $79 |
| Trailing 12-mo yield | 10.88% |
| Income per year on $10k | $1,088 |
| YTD | +9.9% |
| 1 year | +9.0% |
| 3 years · per year | +17.1% |
| 5 years · per year | +10.3% |
| Worst drop · 1Y | −8.5% |
| Volatility · 1Y | 10.9% |
| Holdings | 10 |
| Assets | $39M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.