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| Side by side | SEPM |
|---|---|
| Strategy | Defined Outcome · Buffer |
| Expense ratio | 0.85% |
| Cost per year on $10k | $85 |
| Trailing 12-mo yield | 0.00% |
| Income per year on $10k | $0 |
| YTD | +5.4% |
| 1 year | +5.9% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −1.8% |
| Volatility · 1Y | 2.5% |
| Holdings | 3 |
| Assets | $38M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.