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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −2.3% | ▲ +11.3% | ▲ +27.4% | ▲ +29.1% | ▲ +25.6% | ▲ +58.5% | ▼ −28.8% | ▲ +78.6% |
| Peer average | ▼ −2.5% | ▲ +1.6% | ▲ +18.9% | ▲ +46.7% | ▲ +32.9% | ▲ +113.6% | ▲ +51.6% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
Under ordinary conditions, the fund allocates a minimum of 80% of its total capital (excluding collateral from securities lending activities) to either the securities that make up its underlying index or to investments exhibiting nearly identical economic characteristics. This index aims to track the performance of emerging public enterprises primarily focused on delivering cloud-based software and services to their customers. The fund maintains a non-diversified investment approach.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind WCLD.