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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +4.7% | ▲ +17.2% | ▲ +24.8% | — | — | — | — | ▲ +50.2% |
| Peer average | ▼ −2.3% | ▼ −15.2% | ▼ −2.7% | ▲ +1.0% | ▼ −3.1% | ▲ +113.6% | ▲ +60.5% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
Reported holdings are shown below. A share-of-fund chart is unavailable for this portfolio.
Holdings as of 2026-10-30. Derivatives are shown using their reported instrument names.
| Holding | Instrument | Weight |
|---|---|---|
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF-SWAP-CLST-L | swap | 199.16% |
| Cash & Other | Reported holding | -99.16% |
Official documents are being connected from SEC EDGAR. Read the issuer’s prospectus before investing.
XLVX seeks to deliver 2x the daily performance of the State Street Health Care Select Sector SPDR Fund (Ticker: XLV) through derivatives including swaps and futures. The underlying strategy provides exposure to healthcare companies within the S&P 500, including pharmaceutical manufacturers, biotechnology firms, healthcare equipment suppliers, providers, healthcare technology companies, and life sciences businesses. The fund rebalances its exposure daily and is designed to achieve its objective over a single trading day. Because performance is reset each day, returns over longer periods may differ significantly from twice the cumulative return of the underlying ETF. XLVX may also obtain leveraged exposure through exchange-traded equity futures contracts and exchange-traded options contracts, including standardized call and put options. Treasury bills, repurchase agreements, and other cash equivalents may be held as collateral for derivative positions.
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 XLVX.