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| Side by side | JULZ | HELO | BALT |
|---|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 0.79% | 0.50% | 0.69% |
| Cost per year on $10k | $79 | $50 | $69 |
| Trailing 12-mo yield | 10.88% | 0.56% | 0.00% |
| Income per year on $10k | $1,088 | $56 | $0 |
| YTD | +9.9% | +5.4% | +4.7% |
| 1 year | +9.0% | +6.6% | +6.2% |
| 3 years · per year | +17.1% | +12.6% | +8.0% |
| 5 years · per year | +10.3% | — | +6.3% |
| Worst drop · 1Y | −8.5% | −5.8% | −1.2% |
| Volatility · 1Y | 10.9% | 7.0% | 2.3% |
| Holdings | 10 | 147 | 6 |
| Assets | $39M | $4.9B | $3.2B |
| Leverage | None | None | None |
| Since | 2020 | 2023 | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.